James M. Mackey

Areas Of Emphasis

• Jim is particularly experienced in assisting the entrepreneur in all aspects of business, including planning and formation, transactional matters, real estate matters, mergers and acquisitions, and transition of ownership and management. He considers himself a business consultant, as well as a legal advisor. He prides himself on his ability to guide his clients through the legal process with pragmatic and efficient solutions.

• Early in his career, Jim recognized that a business owner's most valued and important asset was the business itself, and that critical to comprehensive business counseling is a thorough understanding of estate planning and how business and estate planning interact. He is well-known for his skill in assisting owners of closely held businesses through the complex maze of issues relating to sale of their business and business succession planning.

Presentations

• "Advanced LLC Issues," which was held in Cuyahoga Falls, Ohio, on May 19, 2008 and again in Cleveland on May 20, 2008

• "Advanced Limited Liability Company Issues," NBI seminar, May 15, 2007

• "LLC Trends and Developments," National Business Institute Seminar, December 10, 2007

• "Partnerships, LLC's and LLP's: Organization and Operation in Ohio," Clarion Hotel & Conference Center Cleveland South in Independence, Ohio, December 1, 2005

• "Advanced Tax Planning In Ohio: Planning For High Income Individuals," Clarion Hotel & Conference Center Cleveland South in Independence, Ohio, November 16, 2005

• "Advanced Partnerships, LLCs and LLPs: Organization and Operations," Lorman Education Services, September 9, 2004

• "Mergers and Acquisitions," Lorman, Fall 2003

Professional & Community Associations

Professional Memberships:

• American Bar Association Section of Taxation
• American Bar Association Business Law Section
• American Bar Association Section of Trust and Real Property
• Ohio State Bar Association
• Cleveland Metropolitan Bar Association

Jim is an active volunteer and a leader in community, charitable and social activities. He has served his alma mater, John Carroll University, as President of the National Alumni Association, a member of the Board of Trustees, and a member of the Presidential Search Committee.

Some of his community activities include:

• John Carroll University - Entrepreneurs Association, Executive Committee
• John Carroll University - Board of Directors
• John Carroll University - President, National Alumni Association
• Center for Mental Retardation - Trustee
• National Hemophilia Foundation - Trustee
• Leadership Geauga County - Trustee
• St. Joan of Arc Parish - President of Parish Council, Chairman of the Building Campaign

Education

Cleveland State University, J.D., 1974
John Carroll University, B.A., 1971

Licensed to Practice

• Ohio

Areas of Practice