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.
|GA||Active Member in Good Standing||1994||12/21/2020|
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.
|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|
|Memphis State University||MBA||1983|
|Peperdine University||BA - Bachelor of Arts||1977|
|Memphis State University||law||N/A|
|Sun Peachtree City Informative Speech||How to pay for Independent/Assisted Living and/or Memory Care without spending your life savings||2019|