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James P. Dossey

Business Attorney at Conroe, TX

5.0   43 reviews

also known as Jim Dossey

  • Licensed for 10 years
    State TX
    Acquired 2013
    Status
    Eligible to Practice in Texas No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About James

Learn James’s areas of practice.

3
Practice areas
  1. Business
    40%
    Contracts, entity formations, corporate restructuring, business sales and acquisitions, tax planning and strategies, succession planning

  2. Estate planning
    40%
    Simple and complex Wills and Trusts, powers of attorney, asset and creditor protection strategies, charitable giving and planning, generational planning, estate tax minimization

  3. Tax
    20%
    Estate tax, gift tax, trust taxation, personal taxation, business structuring, planning and strategy, business transactions.

PARTNER / ATTORNEY, CPA, MBA. BOARD CERTIFIED ESTATE PLANNING AND PROBATE LAW. BOARD CERTIFIED TAX LAW.

Jim Dossey, MS, MBA, JD, CPA, focuses his practice on business law, tax, estate planning, probate and intellectual property. Jim is Board Certified in Estate Planning and Probate Law, Board Certified in Tax Law and a Certified Public Accountant. Jim is a Registered Patent Attorney with the United States Patent and Trademark Office.

In his work with business owners, Jim organizes start-ups and helps them choose the proper organizational form, whether it be a limited partnership (LP), limited liability company (LLC), or Corporation (including S-Corp). Once the business is operational, Jim helps entrepreneurs with a variety of legal needs, such as contract reviews and drafting, non-disclosure agreements (NDA), confidentiality agreements, employment contracts, liability waivers, succession planning, tax preparation and strategy, transactions, and mergers and acquisitions.

In his estate planning practice, Jim helps his clients establish custom estate plans for tax minimization and asset protection by utilizing the right tools for each client's special circumstances, whether the client just needs a simple Will, Power of Attorney, or Revocable Trust, or whether they need more complicated estate planning including Disclaimer Bypass Trusts, Credit Shelter Trusts, Irrevocable Life Insurance Trusts (ILIT), Charitable Trusts, Foundations, Supplemental Needs Trusts, Contingent Trusts, or Lifetime Descendent's Trusts.

As a Registered Patent Attorney, Jim advises clients on protection of intellectual property rights through patents, copyrights, and trademarks. Whether the client needs an assessment of their current IP portfolio through infringement opinions, patent searches, or trademark searches, or the client wants to take proactive steps to protect their IP through federal filings of patents (provisional and non-provisional), trademarks, and copyrights, Jim can help.

In addition to his JD from the South Texas College of Law, Jim has an MBA from the MIT Sloan School of Management, concentrating in corporate strategy and finance, a MS in Software Engineering from The University of Texas at Austin, and a BS in Mechanical Engineering from The University of Texas at Austin.

Prior to becoming a lawyer, Jim worked at Bank of America for five years as a participant in the bank's prestigious Technology MBA Leadership Development Rotational Program. During his 5 years at the bank, Jim led a team of over 150 bank employees to implement a $30MM technology infrastructure upgrade (mainframe and midrange hardware) and associated organizational change. Additionally, Jim worked on the bank's technology virtualization team, reducing the bank's infrastructure footprint by moving applications to an internal cloud computing environment. Before his role at Bank of America, Jim worked for five years at Quorum Business Solutions, a boutique oil and gas consulting firm in Houston, Texas, where he designed and programmed gas plant accounting software. Jim has programmed in numerous software programming languages over his career, including Java, C, C++, PL/SQL, FoxPro, Visual Basic, Cobol, Lightswitch, and HTML.

Outside of work at Withersworldwide, Jim is a legal advisor for the Legacy Foundation at the Ark Church in Conroe, Texas. Additionally, Jim is a founding Board Member on the MISD Education Foundation. Jim lives with his wife Jennifer and their three children in the April Sound Subdivision on Lake Conroe and enjoys spending his free time participating in endurance racing having completed his first Ironman competition in 2022.

Awards

Gold Client Champion
Client's Choice 2022,2021,2020,2015
Client's Choice
2022 2021 2020 + 1 ...

Contact James

Dossey & Jones, PLLC
600 River Pointe Dr.
Suite 200
Conroe, TX, 77304

Reviews

5.0 / 5.0
  43 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Client's Choice 2022
Client's Choice
Client's Choice is an Avvo award granted to attorneys with a significant number of client reviews over 4 stars in a given year.
Posted by George | January 3, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Outstanding
Jim is a very diligent attorney who has helped me on a number of diverse legal matters, from family property to business interests. In every case he provided measured, thoughtful advice that turned out to be the right call. I would recommend Jim for any legal needs.
Posted by anonymous | May 24, 2017
This review is from a person who hired this attorney.
| Hired Attorney
My new business
Jim was amazing and he made starting my new business so easy and painless ! He was extremely professional, friendly, and thorough, which gave me piece of mind that I hadn't left anything out or would have any issues going forward.
Posted by Joshua | November 18, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Best Lawyer in Texas!
James is as good as Gold in my book! I moved from another State to Texas and was in need of a great Attorney. James was an easy choice for me. His Team is Excellent(Carly and Linda)! Provides guidance and always responds promptly. Very easy to work with and a great resource of knowledge. I appreciate you!
Posted by anonymous | October 23, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning - revise
We made some major changes to our Estate Planning and Jim was very helpful in meeting and exceeding our expectations. We are very pleased with the outcome.
Posted by kyle | August 29, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Very Informative
We've had the pleasure of working with Jim for 10+ years. Always professional and very informative of things e need.
Posted by Jane & Charles | July 30, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Outstanding service
Mr. Dossey was very patient, listening to our concerns and guided us on the best estate planning based on our needs. He is very personable and takes the time to get to know his clients. My husband and I are extremely grateful and appreciative of the attention Mr. Dossey afforded us. I recommend him with great confidence that he is one of the best in the area.
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Posted by Linda | July 28, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Great lawyer
My husband and myself had our wills done by Jim Dossey. He was so personable and knowledgeable, that we had such an enjoyable experience taking care of this business. His staff were all real nice, too.
Posted by anonymous | April 22, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Highly Recommended Firm
Mr. Dossey and his staff were professional and competent in helping my husband and I prepare our estate dicuments. I highly recommend this firm and I will be consulting them in the future.
Posted by anonymous | April 4, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Excellent
Did an excellent job with my Estate Planning needs! Would definitely recommend him to anyone.
Posted by Fred | February 7, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Service
Excellent service and advice in estate planning. Very personable and took plenty of time to address our needs. Would highly recommend.
Posted by Lauren | January 9, 2022
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Estate Planning
We are so thankfully Mr. Dossey, he took care of all our concerns. Once we had our second child we knew we needed to get some things in order. You never want to deal with the "what it's" but sometimes it's necessary. We came in for our first meeting talked about what would go to whom, who would take on the responsibility of our children, who would take care of us, etc. They got the paperwork ready, we came back in to finalize everything and we were done. The staff was amazing, Mr.Dossey was nice and welcoming as well. We are very pleased for the overall experience!
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Posted by Ernest Fuhrmann | October 5, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Very Knowledgable, Thorough, and Responsive
Hired this firm for corporate setup and documents, as well as personal estate planning. Excellent firm, excellent service
Posted by Anthony | September 30, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Comprehensive, Very Knowledgeable, and Responsive
One of the best law firms and lawyers I have ever worked with. Mr. Dossey has a diverse background giving him the knowledge and tools to advise me in a time-sensitive manner that was comprehensive and achieved the desired goals. I also appreciated how he was able to help me position my estate and assets with a long-term perspective in ways I had not considered. That was appreciated. The entire staff was professional, very responsive, and completed everything in a manner that exceeded my expectations. I have established services with Mr. Dossey's office that will continue for years to come. I highly recommend him being a professional and business owner myself.
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Posted by Tim | June 1, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Attorney, communicator with an efficient process
As my kids have become young adults, I realized I not only had to update my Estate Planning but also to start to educate my kids on their planning as well. Therefore this was really important to me and as such I interviewed too many (8+) attorneys but the last one was Jim Dorsey. Not only am I happy I picked him but after going through the entire process I am more impressed with him and his BACKOFFICE STAFF which was also very supportive and responsive. I don't recommend many professionals but I don't hesitate to recommend Jim to my family and friends.
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Posted by Kim | May 20, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Jim is a wonderful attorney use for your estate planning!
Jim is one of the best lawyers out there! We were new to the estate planning world and he helped us understand all of our options. Jim answered all of our questions clearly and concisely before drafting the wills. He was detail oriented and easy to work during our estate planning. Executing the documents was a breeze with Jim and his office! Highly recommend using him if you want a great experience!
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Posted by Lil | May 11, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning
Jim assisted us in writing our wills, power of attorney, and medical directives. He guided us in estate planning/trust fund planning. He was understanding and interested in our desires which helped him complete our forms. He made things plain and easy to understand.
Posted by Felicia | May 7, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Excellent
Mr. Dossey is very knowledgeable and takes the time to explain things in detail so you understand them. His rates are reasonable. Additionally, he is very responsive and timely. I highly recommend him.
Posted by Cindy | April 30, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Highly recommend
We have been working with Jim Dossey and his team for about 2 years. In that time, Jim and his team have been attentive, knowledgeable, responsive and detailed. We have worked through business events and personal events and find the team to be so diverse. It is refreshing to work with a firm that feels like a one-stop shop for all your needs. We feel very fortunate to have met this team!
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Posted by Chuck | March 12, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Jim and his staff were thorough, professional and caring. They made the complex task of building our estate plan, advance directives and will simple and clear. They completed the work in a timely fashion and we would highly recommend their firm.
Posted by Bryan Duhaney | February 23, 2021
This review is from a person who hired this attorney.
| Hired Attorney
The Heart of a Teacher
After reading Jill Schlesinger's book, "The Dumb Things Smart People Do with their Money," I felt the need to put my estate planning documents together. Jill had a specific chapter on Estate Planning, which revealed several stories on how people failed to execute an estate plan. I had the basics, but one document that the book recommended was a Living trust, which was something that I never thought to include in my overall estate plan. I immediately called my estate planning attorney that prepared my initial Will to understand the process. It took two meetings to convince me that he had no clue about a living trust. I searched and found Jim through the Fidelity Estate Planner attorneys to inquire. This was shortly before Christmas and Jim arranged a meeting to discuss the living trust. He was extremely patient in explaining the process and the scope to execute the will. Jim was able to do in one hour, what my previous Estate Planning attorney couldn't do in 2 months. After our meeting, I felt confident that Jim was the right choice and one month later, we executed the Living Trust. I was extremely pleased with the process and will use Jim in the future. Highly recommended.
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Cost

Rates
  • Hourly Rates $ 650-650 per hour
Payment methods
Cash, Check

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Partner, Private Client and Tax
  • Withersworldwide
  • 2023 - Present
  • Adjunct Professor - Business Law
  • Lonestar College System
  • 2016 - 2018
  • Attorney, Partner
  • Dossey & Jones, PLLC
  • 2012 - 2022
  • Technology Manager
  • Bank of America
  • 2006 - 2011
  • Senior Consultant
  • Quorum Business Solutions
  • 2000 - 2005
View all work experience

Education

  • South Texas College of Law
  • Doctor of Jurisprudence/Juris Doctor (J.D.)
  • 2012
  • Massachusetts Institute of Technology
  • MBA - Master of Business Administration
  • 2006
  • University of Texas
  • MS - Master of Science
  • 2004
  • University of Texas
  • BS - Bachelor of Science
  • 2000
View all education

Legal Cases

  • Minimizing Estate Tax by Utilizing Charitable Gifts
  • Estate Plan Created
  • Trademark - Response to Denial by USPTO
  • Trademark Registered

Associations

  • MISD Education Foundation
  • President
  • 2014 - Present
  • State Bar of Texas
  • Member
  • 2013 - Present
  • Montgomery Bar Association
  • Member
  • 2013 - Present
  • American Bar Association
  • Member
  • 2013 - Present
  • The Legacy Foundation at The Ark Church
  • Attorney
  • 2011 - Present
  • State Bar of Texas
  • Participant of the Tax Leadership Academy
  • N/A
  • MISD School Board of Trustees
  • President
  • 2012 - 2019
View all associations

Languages Spoken

  • English

Honors and Awards

  • Rising Star
  • SuperLawyers
  • 2023
  • Board Certified - Tax Law
  • Texas Board of Legal Specialization
  • 2022
  • Rising Star
  • SuperLawyers
  • 2022
  • Rising Star
  • SuperLawyers
  • 2021
  • Rising Star
  • SuperLawyers
  • 2020
  • Board Certified - Estate Planning and Probate Law
  • Texas Board of Legal Specialization
  • 2019
  • Rising Star
  • SuperLawyers
  • 2019
  • Certified Public Accountant
  • Texas State Board of Public Accountancy
  • 2018
  • Registered Patent Attorney
  • US Patent and Trademark Office
  • 2014
View all awards

Publications

  • REPTL Reporter Volume 52, No. 4
  • THE REAL REASON LIAM NEESON BECAME A U.S. CITIZEN…ESTATE TAX
  • 2014

Speaking Engagements

  • Ask the Experts Radio Show
  • What is Estate Planning
  • 2017
  • Ask the Experts Radio Show
  • Wills / Revocable Trusts / Asset Protection
  • 2017
  • Special Event
  • Tax Advantaged Charitable Giving
  • 2016
  • Special Event
  • Tax Strategy for Realtors
  • 2016
  • Special Presentation
  • Small Business Lifecycle
  • 2015
  • Special Presentation
  • Tax Strategies for Real Estate Agents
  • 2015
  • Legacy Foundation Event
  • The Importance of Estate Planning
  • 2014
  • Special Presentation
  • Introduction to Estate Planning and Probate
  • 2014
  • Special Presentation
  • Tax Strategies Using Entities
  • 2014
View all speaking engagements

Attorney endorsements

Received (5)
Given (6)
Endorse James
Unknown Attorney | Apr 03
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Aug 08
Relationship: Worked for lawyer
"I've worked for Jim Dossey for 2 years now. Beyond his incredible mentorship to me, I have witnessed his ability to advise and mentor countless clients. Clients can rest assured knowing that they will be completely taken care of by Jim, whilst receiving the highest level of legal advice."
Estate planning Attorney | Aug 08
Relationship: Fellow lawyer in community
"I fully endorse this lawyer. He is hardworking, knowledgeable, and conscientious. I would certainly turn to Mr. Dossey if I needed help regarding estate planning for my family."
Estate planning Attorney | Mar 16
Relationship: Fellow lawyer in community
"I've referred a good number of estate planning matters to Jim, and I've done so because I know that Jim will do an excellent job of addressing whatever needs the client may have. Jim is a very sharp lawyer, and fantastic to work with on the matters we've handled together. He should be on anyone's short list when it comes to their estate planning needs."
Estate planning Attorney | Mar 15
Relationship: Co-worker
"I endorse Jim as an estate planning, business, patent and probate attorney. He has an extensive business background which compliments his legal expertise."
Securities offerings
Tax fraud and tax evasion