I had the pleasure of working with James for over two years. I found James to be supremely competent, hard working, and articulate. My role is in development, which means I deal with wills, trusts, and estates, in addition to fielding other types of gifts (like stocks, annuities, property, etc.).
I relied on James to give me strategic, spot-on legal advice. For example, James excelled at helping me and prospective benefactors understand the complexities of charitable annuities and charitable remainder trusts, and demonstrated how these planned giving vehicles could be tailored specifically to accomplish a benefactor’s unique goals.
James is also a gifted writer, with an uncanny ability to explain very difficult and complex subjects in a surprisingly simple and compelling way which anyone could understand. For example, James wrote our planned giving prospectus that lays out in clear language the benefits and risks associated with different planned giving vehicles.
Whether it was dealing with concerned donors, protecting our organization’s interests in various estate litigation cases, or reviewing contracts from vendors, James did his job with professionalism, poise, politeness, and with an ever-ready sense of humor.
In summary, James was easy to work with, collaborated well with me, and was always the consummate professional, and I am honored to recommend him.
– Scott Quinn, Platte City, MO