Portrait of James A. Goldsmith

James A. Goldsmith

Of Counsel

jgoldsmith@ubglaw.com
Cleveland – 216.583.7114

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  • Has over 35 years of experience in handling all aspects of trust and estate planning and administration.
  • Counsels corporate and individual executors, personal representatives, and trustees on all matters relating to their duties and responsibilities as such.
  • Consults with counsel from other firms as an expert in assisting them in the handling of matters both in and out of the court system.
  • Counsels individuals and families in structuring various methods of achieving financial goals and the distribution of wealth, while minimizing the imposition of federal estate, gift, and generation skipping transfer taxes.
  • Designs and implements various estate planning arrangements for clients utilizing revocable and irrevocable trusts, family partnerships, and limited liability companies.
  • Consults with business owners to structure and implement business succession plans.

Experience

  • Has over 35 years of experience in handling all aspects of trust and estate planning and administration.
  • Counsels corporate and individual executors, personal representatives, and trustees on all matters relating to their duties and responsibilities as such.
  • Consults with counsel from other firms as an expert in assisting them in the handling of matters both in and out of the court system.
  • Counsels individuals and families in structuring various methods of achieving financial goals and the distribution of wealth, while minimizing the imposition of federal estate, gift, and generation skipping transfer taxes.
  • Designs and implements various estate planning arrangements for clients utilizing revocable and irrevocable trusts, family partnerships, and limited liability companies.
  • Consults with business owners to structure and implement business succession plans.