Jim Swain is a nationally recognized expert on VA benefits planning. He is a specialist in training attorneys and financial advisors on subjects such as income tax, gift and estate tax planning, charitable planning, asset protection planning, business formation and succession planning, and VA Pension planning. Jim is a noted speaker on these issues for professional organizations such as WealthCounsel, Mid South Forum, and ElderCounsel.
Jim has a Law Degree (JD) and a Masters of Business Administration Degree (MBA) from Memphis State University (now University of Memphis), a BA in Human Resource Management from Pepperdine University, and is a graduate of Renaissance Inc.’s Charitable Planning School. He is licensed to practice law in Georgia and Tennessee. Jim has a unique background with extensive knowledge and experience in wealth transfer and estate planning, business planning, charitable giving planning, executive compensation plans, developing and administrating qualified and non-qualified benefit plans, and advising Veterans about pension benefits.
He conducts seminars for charitable institutions, individuals, attorneys, CPAs, investment advisors, insurance agents, and trust officers on estate planning, wealth preservation, business succession, charitable gifting, wealth transfer and military Veterans benefits. He is a co-developer and co-presenter of the ElderCounsel VA Pension course. Jim is the founder and principal of Swain Law Firm in Roswell, Georgia and founder of the Academy of VA Pension Planners.He is a member of ElderCounsel, WealthCounsel, NAELA, Rotary Club of Roswell, the Tennessee and Georgia Bar Associations, the Georgia Planned Gifting Council, the North Georgia Estate Planning Council, American Legion Post 201 (Alpharetta), the Veterans of Foreign Wars (VFW) Commander of Post 120001 (Johns Creek) and the Georgia Vietnam Veterans Association. He served 10 years on active duty in the U.S. Naval Reserve.
Practice areas
Medicaid advance planning, VA Pension Planning, Wills and trust, Asset protection planning
37 years, 1,000 cases
Wealth Transfer, wills, Trusts, family limited partnerships.
38 years, 2,000 cases
Revocable Trusts, Irrevocable Trust, Special Needs Trusts
38 years, 1,000 cases
Prenuptials to protect your wealth management
38 years, 500 cases
Settle estates
38 years, 500 cases
Formation of business, partnership agreements, succession planning, executive compensation, employment agreements
38 years, 500 cases
Languages spoken
English, American Sign Language
515 E. Crossville Road
Suite 110
Roswell, GA, 30075
State | Status | Acquired | Updated |
---|---|---|---|
GA | Active Member in Good Standing | 1994 | 12/21/2020 |
TN | Active | 1984 | 01/18/2021 |
This lawyer was disciplined by a state licensing authority.
updated on 11/05/2013
This means the attorney did something wrong, but the Bar did not suspend the lawyer. Typically in this case the lawyer's poor behavior is exposed to the public in hopes that he or she will not repeat the behavior.
Legal answers | 401 |
Legal guides | 0 |
Title | Company name | Duration |
---|---|---|
CEO | Academy of VA Pension Planners | 2008 - Present |
Attorney | Swain Law Firm | 1999 - Present |
Association name | Position name | Duration |
---|---|---|
Georgia State Bar Association | N/A | 1994 - Present |
Tennessee Bar Association | N/A | 1984 - Present |
Veterans of Foreign Wars (VFW) | N/A | N/A |
American Legion | N/A | N/A |
Roswell Rotary | N/A | N/A |
School name | Degree | Graduated |
---|---|---|
Memphis State University | MBA | 1983 |
Peperdine University | BA - Bachelor of Arts | 1977 |
Memphis State University | law | N/A |
Conference name | Title | Date |
---|---|---|
Sun Peachtree City Informative Speech | How to pay for Independent/Assisted Living and/or Memory Care without spending your life savings | 2019 |
Top-notch attorney. Highly respected in the legal community.
Dagmar Pollex, Elder law Attorney on Apr 11, 2013
Relationship: Fellow lawyer in community
Jim Swain is one of the most caring and competent lawyers I have worked with. He combines a great degree of empathy along with top notch competence in providing elder law services and veteran's benefits to his clients. In addition he is a thought leader in the field of veteran's benefits and elder law and has trained many other attorneys in this field. I would gladly refer family or friends to Jim Swain.
Michael Potter, Elder law Attorney on Aug 31, 2012
Relationship: Worked together on matter
Jim is one of the most knowledgeable and enjoyable attorneys to work with in the field of Elder Law. He is a walking compendium of useful information who's 'been there and done that' in the fields of Estate Planning and Elder Law. His consistent integrity and service-oriented approach makes him an outstanding resource for planning. I'm honored to know him and work with him. Michael Potter, Esq. / CEO Chief Encouragement Officer Wealth Preservation Advisors Las Vegas / San Diego
Shawn McCammon, Estate planning Attorney on Jun 20, 2012
Relationship: Worked together on matter
Jim has been great to work with on VA Aid & Attendance as a component to our estate planning practices. He is very knowledgeable in estate planning, VA Aid & Attendance pension planning, and other related areas of law. He cares about his clients and it shows.