A lawyer who cares about outstanding customer service??? That's right! Our goal is raving fans!As a business owner myself, I know the issues that you face and can help you solve your problems.VA and Medicaid benefits are available to many people who are unaware that they qualify. Call us!The Voeller Law Firm will assist you in protecting your family and your assets from life's predatorsMost people think that one must spend all of their assets to qualify for Medicaid. Simply not true!When probate is needed, we can help. We practice statewide and we can help you!Trusts can provide asset protection and privacy while avoiding the costs of probate.
|TX||Eligible To Practice In Texas||2002||02/26/2017|
|Award name||Grantor||Date granted|
|2015 Five Star Wealth Manager San Antonio||Texas Monthly Magazine||2015|
|Top 100 Lawyers||The National Advocates||2014|
|2014 Five Star Wealth Manager||Texas Monthly Magazine||2014|
|Estate Planning Law Specialist||Estate Law Specialist Board, Inc.||2014|
|10 Year Fellow||College of the State Bar of Texas||2013|
|2013 Five Star Wealth Manager||Texas Monthly Magazine||2013|
|2012 Five Star Wealth Manager||Texas Monthly Magazine||2012|
|Five Star Wealth Manager||Texas Monthly||2011|
|World's Greatest Dad||The Voeller Children||2010|
|2010 FIVE STAR Wealth Manager||City Magazine - Austin/San Antonio||2010|
|Selected to be part of Speaker's Bureau||Wealth Counsel||2008|
|Attorney||Law Office of James N. Voeller||1982 - Present|
|Associate Attorney||Wiese and Cox||1981 - 1982|
|Staff Tax Accountant||Ernst and Whinney||1980 - 1981|
|Association name||Position name||Duration|
|San Antonio Financial Planning Association||Board Member||2014 - Present|
|San Antonio Financial Planning Association||Attorney Member||2012 - Present|
|San Antonio Estate Planners Council||Member||2012 - Present|
|National Association of Elder Law Attorneys||Member||2010 - Present|
|ElderCounsel||Attorney Member||2010 - Present|
|United States Supreme Court Bar||Member||2007 - Present|
|Advisors Forum||Member||2006 - Present|
|College of the State Bar of Texas||Member||2004 - Present|
|WealthCounsel||Member||2003 - Present|
|San Antonio Bar Association||Member||2003 - Present|
|Real Estate, Probate, and Trust Law Section, State Bar of Texas||Member||2003 - Present|
|State Bar of Texas||Member||2002 - Present|
|Saved millions in estate taxes||Successful asset protection and reduction in estate taxes|
|Protected Assets left to surviving spouse||Family Protected|
|Qualification for VA Aid and Attendance Benefits||Successfully rearranged assets to qualify|
|See all legal cases|
|Community Circular Magazines||Feel Like Being Risky?||2012|
|Community Circular Magazines||You Don't Have To Spend It All On The Nursing Home||2012|
|Estate Planning Strategies - Collective Wisdom, Proven Techniques||Beneficiary Controlled Descendants' Trusts||2009|
|University Of Minnesota||Law||Juris Doctor, cum laude||1980|
|University of Saint Thomas (St Paul, MN)||Political Science||B.A., magna cum laude||1977|
|Financial Planning Association Luncheon||Asset Protection Planning||2015|
|Society of Financial Service Professionals||Federal Estate Tax Update: Has Anything Changed?||2007|
|Society of Financial Service Professionals||Practical Estate Planning Strategies for IRA’s and Life Insurance||2007|
Posted by John and Dawn Bishop
Jim Voeller has been our family attorney for the past 15 years. As our family has grown and our needs have changed due to the acquisition of assets, he has provided invaluable guidance in updating our estate plan to meet our needs both now and in the future. He always presents all the options and answers all our questions with patience. He is thorough, knowledgable and demonstrates a genuine concern for the people he serves. We have been so pleased that we have referred several family members to the practice who all have been equally impressed. I cannot imagine trusting anyone else with issues that are particularly sensitive, and it is peace of mind knowing we have all the necessary documents needed to handle a potential crisis situation (death, disability, illness) should it occur.
Posted by Doug
My wife and I used Jim Voeller as our Estate Planner Lawyer. We were VERY pleased with his professionalism and attention to OUR details. I was prompted to write this review because of a recent experience. We were meeting with our Broker and discussing our portfolio. He asked if we wanted to also look into Estate Planning. When we told him that we had done this and did it through Jim Voeller, he made the comment, "Well you did it with the Best, I am well familiar with Jim's work, you are in good hands"! That made me think, "We are in Good hands with Jim and I should share our pleasure with his work with others". And that's what I'm doing. Great work should not go unreported.
Posted by John Timms / Isabelles European Day Spa
Mr Jim Voller's legal advice and preparation of all neccessary legal documents has I feel protected my family, and business, from any potential problems caused by dying (which we all do). I feel that should something happen to either myself, my wife, or both , my interests and wishes will be served by the execution of pre-positioned aggreements and documents (Living Trust). I feel Mr Voller has more then adequately addressed my concerns for my family, chilren, and other eventualities. He is an individual with Ethics. He's a man I trust without reserve, and has always been there for me when I've had questions.
Posted by Charles D
Jim was very knowledgeable and helpful. Due to the unique circumstances of my request, Jim was extraordinarily helpful in expediting the creation of my documents. You can't beat Jim's knowledge and experience and he provided a lot of good insight that helped us to create very flexible and efficient legal documents.
Posted by Joanne
We hired Jim to handle estate planning for my father-in-law whose care needs and costs were steadily increasing. He set up a special needs trust, updated his Will and POAs, applied to the VA to increase my father-in-law's disability pension and recommended a financial advisor to help us invest the proceeds from the sale of his house. Everything was covered, soup to nuts, and because of the special needs trust, my father-in-law's VA disability pension was doubled and will now, along with his other pension and social security, cover just about all of his long term care. We are very pleased. Jim is very competent and professional and always available to answer questions.
Posted by Ryan
I initially sought out Mr Voeller for estate planning purposes as a result of him being well rated on Avvo. I was not disappointed. He was friendly and well informed. He took the time to explain everything regarding an estate plan and seemed to give advice that benefited me and my family rather than his firm. Because I liked Mr. Voeller so much, I also used him to create a LLC and a DBA. My second use of Mr. Voeller was also a pleasure. He was again well informed and took the time to explain everything to me. I have sent him several follow up questions via email and he has always taken the time to respond and has always done so within 24 hours.
Posted by Sherry
Mr. Voeller was very knowledgeable about the Trust Documents and gave us very good information to help us make an informed decision on how we wanted our Family Trust set up.
Posted by Robert Morris
Had the pleasure of meeting Mr. Voeller through our stock broker to discuss the possibility of creating a family trust. Jim made both my wife and I very confortable from the outset as we explained what we considering. He made us aware of the pros and cons of doing a variety of things and we settled on establishing a family trust.
During the entire process both Jim and Angie made us feel as though we were the most important client they had. They were as open as one could be in addressing all our questions and concerns, and my wife had several questions. Jim was upfront with his answers and always made sure our interest was also his.
We would be proud to recommend Jim and his entire staff to our friends and family should the need for legal advice arise.
Posted by Bill
We had been looking for a lawyer to advise us on Estate Planning and set up a trust for our estate. We had seen James Voeller's ads in publications and after reviewing testimonials on the internet we decided he was the lawyer we needed. We did not go wrong. He has addressed all our concerns and answered any questions we have by email, phone or in person. Mr. Voeller and his staff are professional and knowledgably. We highly recommend The Voeller Law Firm for all your Estate Planning needs.
Posted by Joan
We were new to Texas and were not familiar with Texas Estate Planning laws. Jim was recommended to us by two previous clients who recommended him very highly to us. We met with Jim for 2 hours initially and he told us about all of the information that he would need to develop a Living Trust for us. We were very impressed with his extensive knowledge of estate planning and probate law. He answered all of our questions and addressed all of our concerns. Jim is very methodical and puts together a very informative binder for each client which includes all of the data that he develops for his clients. We were also impressed with Jim's willingness to meet with you at a later date to answer any questions that may have come up while implementing your plan. We HIGHLY RECOMMEND HIM.
Posted by Alan
Established estate plan/family trust for us. Taught us how to handle bank accounts, adult children's accounts also. Was very patient and answered questions in lay terms. Also set up irrivocable trust for elderly parents who could no longer handle their finances such that a CPA could pay their bills at the assisted living. Sent reminders for us to follow up and get accouts moved to the trusts.
Posted by Claude
I have used Jim and referred him to others and I have always been pleased with the level of service that he has provided. He is very clear in explaining the tools and tactics used to protect my estate for future generations,
Posted by anonymous
Jim helped us set up a Living Trust and transfer assets into it in order to bypass probate.
He is always available to answer questions on what to do in order to avoid loose ends.
Nadia von Magdenko, Personal injury Attorney
Relationship: Fellow lawyer in community
Jim Voeller his a down to earth lawyer who really cares about providing exceptional service and spot on legal advice to his clients. Even though Jim Voeller has been practicing law for over three decades, he still takes the time to be up to date on cutting edge areas of the law. I highly recommend Jim Voeller if you are looking to hire a lawyer for your trust and estate planning needs.
Steven Welch, Corporate and incorporation Attorney
Relationship: Worked together on matter
I have known Jim for a number of years both professionally and personally. I am proud to call him a colleague and have gained more than my fair share of practical and substantive legal knowledge from him. He is generous and kind without being schmaltzy. He is intelligent and wise without being overbearing. I enthusiastically endorse Jim and highly recommend him to anyone looking for a first rate yet humble lawyer.
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