James C. Gooch

Applying his nearly 50 years of experience, James Gooch helps individuals and families design business succession plans, gifting strategies and other estate plans in a tax efficient manner. Planning for life transitions, such as exiting a business or an unexpected death or disability, is often increasingly complicated for high net worth individuals and their family members. Whether working with individuals, fiduciaries and/or beneficiaries of an estate, James helps clients make critical – and often emotional – decisions about the protection and administration of trusts and estates.

James works directly with clients to solve complicated estate planning issues, both tax and non-tax related. His practice includes:

• Business succession planning
• Transfers of family businesses
• Gifting programs
• Charitable techniques
• Life insurance strategies
• General tax planning.

James regularly provides clients with estate administration services, including assisting personal representatives with administration of estates, preparing state and federal estate and inheritance tax returns, and representing estates with respect to tax audits or other controversies.