|NM||Authorized to practice law||2011||11/14/2011|
|Attorney at Law, Partner||Morris Hall, PLLC||2011 - Present|
|Association name||Position name||Duration|
|American Academy of Estate Planning Attorneys||N/A||2011 - Present|
|Arizona Summit Law School||Law||JD - Juris Doctor||2010|
|Lehigh University||Finance||MBA - Master of Business Administration||2004|
|College of New Jersey||Accounting||BS - Bachelor of Science||1996|
Posted by Gary
Jim was extremely helpful in creating our trusts and other legal documents. Since I have some training in contracts, Jim was very accommodating and worked with me on changes that I suggested. If I did not understand some aspects of the legal documents, he was very willing to provide a thorough and clear explanation. Recently we required an amendment to our trust to accommodate a family member who was having major surgery, Jim was able to do this work even though it was short notice. He delivered exactly what we needed and in a very timely way.
Posted by Andrew and Christine
We would recommend James as a Trust Attorney without hesitation. While he is extremely knowledgeable, he is also down to earth. He takes the time to educate you using every-day layman's language. He is genuinely interested in you and not just interested in only what he needs to know to do the job and receive payment. He listens and asks questions until he has a thorough understanding of your needs and wants.
Because a trust attorney is an attorney you can have for a long time and the attorney helping you navigate the loss of a loved one, it is especially important that you can have complete and total trust in him or her. With James we have found an attorney we can have that trust in, and we both feel safe knowing that when losses happen to either one of us or our children it is James we are turning to.
Posted by anonymous
James is our trust lawyer. We met with him to update our Living Trust. He was very easy to work with and explained all of the legal jargon in a clear and concise manner. He used visual aids while he presented his information, which was very helpful for my husband and I.
He is thorough, friendly, and knowledgeable. He answered our questions promptly via email, and was also available by phone, as well as his legal assistant.
He gave us written information re: our tasks (updating accounts for the trust, etc.), and let us know when everything was completed. His front office is also helpful. Our appointments were made quickly and easily, with specific instructions included.
I would definitely recommend James Plitz to anyone who needs a trust or estate attorney.
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