James M. Mackey

Areas Of Emphasis

Probate and Trust Administration

Jim is well-known for his skill as an estate planner for individuals, as well as the business owner, assisting families through the complex maze of issues, relating to estate/gift tax and property transfers. He has been certified by the Ohio State Bar Association as an Estate Planning, Trust and Probate Specialist, making him one of a small group of attorneys in Ohio to have earned this distinction.

Presentations

• "Irrevocable Insurance Trust Planning", Lorman Education Services Second Annual Great Lakes Federal Tax Institute Seminar, April 12, 2006
  
  
• “Advanced Estate Planning for the Elderly,” “Planning for Non-Citizens,” “Sale to a Grantor Trust and Variations,” and “Zeroed-Out Grantor Retained Annuity Trust,” Lorman Education Services, November 5, 2004

Professional & Community Associations

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, Chairman of the Tax Advisory and Planned Giving Counsel and a member of the Presidential Search Committee.

Some of his community activities include:

• 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