Overall Rating
This is an aggregated review score of Avvo and Lawyers.com reviews.
This is an aggregated review score of Avvo and Lawyers.com reviews.
5.0 /5.0
69 Client Reviews
$ 650-650 per hour
PRO
James P. Dossey
also known as Jim Dossey
About James
Biography
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.
Partner / Attorney, CPA, MBA. Board Certified Estate Planning and Probate Law. Board Certified Tax Law.
Partner / Attorney, CPA, MBA. Board Certified Estate Planning and Probate Law. Board Certified Tax Law.
Partner / Attorney, CPA, MBA. Board Certified Estate Planning and Probate Law. Board Certified Tax Law.
Partner / Attorney, CPA, MBA. Board Certified Estate Planning and Probate Law. Board Certified Tax Law.
Practice Areas
3
Practice Areas
Business
40%
Estate Planning
40%
Tax
20%
Fees and Rates
Cost
Hourly Rates
Payment Methods
- Cash
- Check
Awards
2024 2022 2021
...
+
2
Licenses
Licensed in Texas for 12 years
State: Texas
Acquired: 2013
No misconduct found
Location
Dossey & Jones, PLLC
(281) 476-7045
Fax
600 River Pointe Dr., Suite 200, Conroe, TX, 77304
dossey.com/Online Presence
Other places you can find James online.
James P. Dossey's Reviews
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Practice Areas
Estate Planning (32)
Wills & Living Wills (13)
Business (7)
Trusts (6)
Corporate & Incorporation (3)
Limited Liability Company (LLC) (2)
Patent Application (2)
Power Of Attorney (2)
Trademark Application (2)
Contracts & Agreements (1)
Employment & Labor (1)
Family (1)
Intellectual Property (1)
Probate (1)
Trademark Infringement (1)
What Clients Mention
Showing 1 - 2 of 2 reviews | Compassion
Posted by Lil | May 13, 2021 | Hired Attorney | Estate Planning
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 Mina | November 28, 2017 | Hired Attorney
GREAT GREAT GREAT!
It is sad how hard it is to find honesty in a professional nowadays... I am a dentist and I see dishonest work being done to patients day in and day out... Mr. Dossey has proven himself to be HONEST and CARING! He is an AMAZING person to work with who will give you his honest opinion and individual a...
James P. Dossey's Lawyer Endorsements
"I endorse this 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."
"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."
"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."
"I endorse Jim as an estate planning, business, patent and probate attorney. He has an extensive business background which compliments his legal expertise."
Phillip Black
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Robin Weinburgh
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Robert Wilson
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Experience
Honors
2023
Rising Star, SuperLawyers
2022
Rising Star, SuperLawyers
2022
Board Certified - Tax Law, Texas Board of Legal Specialization
2021
Rising Star, SuperLawyers
2020
Rising Star, SuperLawyers
2019
Rising Star, SuperLawyers
2019
Board Certified - Estate Planning and Probate Law, Texas Board of Legal Specialization
2018
Certified Public Accountant, Texas State Board of Public Accountancy
2014
Registered Patent Attorney, US Patent and Trademark Office
Work Experience
2023 - Present
Partner, Private Client and Tax, Withersworldwide
2016 - 2018
Adjunct Professor - Business Law, Lonestar College System
2012 - 2022
Attorney, Partner, Dossey & Jones, PLLC
2006 - 2011
Technology Manager, Bank of America
2000 - 2005
Senior Consultant, Quorum Business Solutions
Associations
2014 - Present
MISD Education FoundationPresident
2013 - Present
State Bar of TexasMember
2013 - Present
Montgomery Bar AssociationMember
2013 - Present
American Bar AssociationMember
2011 - Present
The Legacy Foundation at The Ark ChurchAttorney
State Bar of Texas
Participant of the Tax Leadership Academy
2012 - 2019
MISD School Board of TrusteesPresident
Sample of Legal Cases
Minimizing Estate Tax by Utilizing Charitable Gifts
Estate Plan Created
Trademark - Response to Denial by USPTO
Trademark Registered
Education
2012
South Texas College of Law
Doctor of Jurisprudence/Juris Doctor (J.D.)
2006
Massachusetts Institute of Technology
MBA - Master of Business Administration
2004
University of Texas
MS - Master of Science
2000
University of Texas
BS - Bachelor of Science
Speaking Engagements
2017
Ask the Experts Radio Show
Wills / Revocable Trusts / Asset Protection
2017
Ask the Experts Radio Show
What is Estate Planning
2016
Special Event
Tax Strategy for Realtors
2016
Special Event
Tax Advantaged Charitable Giving
2015
Special Presentation
Small Business Lifecycle
2015
Special Presentation
Tax Strategies for Real Estate Agents
2014
Special Presentation
Tax Strategies Using Entities
2014
Special Presentation
Introduction to Estate Planning and Probate
2014
Legacy Foundation Event
The Importance of Estate Planning
Publications
2014
REPTL Reporter Volume 52, No. 4
THE REAL REASON LIAM NEESON BECAME A U.S. CITIZEN…ESTATE TAX
Languages
English
Activity
Legal Answers
Legal Answers
Q&A
Can I copyright an injection molded plastic figurine as a statue?
09 Aug 2015
Q&A
How do I make my house a church?
31 Jul 2015
Q&A
Is large amount of wire transfer safe?
24 Jul 2015