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商家简介
所属行业:
财会法律 民事商贸
营业时间:
MON-FRI(9-5)
Attorney Jimmie L. Joe practices in Los Angeles, California, where he is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. He graduated from the University of Southern California with a Bachelor of Science in Accounting and earned distinguished membership in Beta Alpha Psi for scholastic achievement in the study of accounting. After graduating, he worked as a CPA (now inactive) at KPMG Peat Marwick and Price Waterhouse before becoming an attorney. He received his law degree from Southwestern University, where he earned the Excellent Achievement Award for his study in Informal Systems of Order.
Jimmie specializes in Estate, Tax, Asset Protection, Business and Charitable Planning. He assists clients with basic foundational estate planning needs as well as more complex wealth transfer, tax, asset protection, and business planning needs. He also collaborates with other experts nationwide in planning for affluent individuals and families. He is a founding member of Wealthcounsel, a national organization of estate planning attorneys, and a Laureate in Wealth Strategies at the Southern California Institute, a wealth planning collaborative of distinguished professionals who share cutting-edge strategies and techniques for serving high net worth individuals and families. He is also a contributing author to five books: Your Wealth, Your Family, Your Legacy: Estate and Financial Planning for Lasting Impact; The Complete Guide to Estate and Financial Planning in Turbulent Times; Put Your Money Where Your Heart Is; Being in Business is a Funny Thing — Getting Out is Not! (A Business Owner’s Guide to Growing and Transitioning the Business); and Estate Planning Strategies: Collective Wisdom. Proven Techniques.
In his spare time, Jimmie enjoys college football and baseball, playing the piano, and spending time exploring food, culture and far-away places with his family, including two delightful daughters.
联系我们
Email:
Call:
(626) 839-8980
Location:
17700 Castleton St., #386, City of Industry, CA 91748
