High-Net-Worth Estate & Tax Planning | Preserves $30M Estate
February 2025
With an estate valued over \$30M, we needed sophisticated tax planning. James's knowledge of advanced estate tax elimination strategies helped us create a plan that protected our wealth for future generations while significantly reducing our tax exposure."
IT Business Owner, Laguna Beach
Practice area(s): Estate Planning
James Burns
James Burns, Esq. is a seasoned attorney specializing in estate planning, asset protection, and tax law. Known for his expertise in Private Placement Life Insurance (PPLI), James helps high-net-worth individuals protect their wealth and achieve tax efficiency, including pre-immigration planning. With over 20 years of legal experience, he offers tailored solutions for estate planning and corporate transactions. James is also a published author and sought-after speaker, recognized for his deep knowledge and strategic approach to wealth preservation.
