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Chat withState: California
Acquired: 1995
No misconduct found
17700 Castleton St Ste 386, City of Industry, CA, 91748
Not Yet Reviewed
"I endorse this lawyer. I have known Jimmie for over 12 years, from our involvement in two different professional organizations. Jimmie is a skilled and knowledgeable estate planning lawyer who has an excellent reputation in the legal and estate planning communities."
"I am proud to endorse Jimmie as a skillful and experienced attorney whose legal work is second to none. We've had many conversations about estate planning law, and it was evident to me that any client who works with Jimmie is working with a top attorney with great insight, intelligence and experience."
"It is my pleasure to endorse Jimmie Joe as a knowledgeable, skilled and caring estate planning attorney. Jimmie and I studied with an advanced estate planning group and I had the opportunity to observe first hand his strong analytical abilities, his keen intelligence and his willingness to work with others. I can endorse him without hesitation"
"I've known Jimmie for years and am proud to say that I helped mentor him back when he was a new estate planning attorney. Even then I was impressed with his drive to learn as much as possible, to be the best he could be, and to provide the best service and counsel to his clients. 15 years later, Jimmie retains those qualities and more. He has established himself as a top-notch estate planner who truly listens to and cares about his clients while providing wise, practical and creative counsel on how to best meet his client's unique goals and needs. Jimmie is one of my go-to estate planners whenever I need a colleague in the Orange County area. I cannot endorse Jimmie Joe more highly; You'll be in great hands with him."
"I endorse this lawyer. I have known Jimmie for well over 10 years having met through a national estate planning organization. Having gotten to know him over the years I can tell he has a passion for his chosen area of the law and helping his clients, and their families navigate the often treacherous issues that can arise in estate planning. I am confident he can explain technical tax and estate planning concepts to his clients in a way that makes them understandable and guide them to the best solution for themselves, and their families. I do not hesitate to endorse him."
"Jimmie is a committed estate planning attorney who goes above and beyond to ensure that he is providing the best advice to his clients. I endorse him and would recommend him to clients."
"I am very lucky to have known Jimmie. He is very experienced and knowledge in estate planning laws. He deeply cares about his clients and focuses his efforts on helping realize their dreams. His planning is not just about a set of documents. I am learning a lot from his expertise. I highly recommend Jimmie as anyone's life time estate planning lawyer."
"I endorse this lawyer. Jimmie is very knowledgable and conscientious, as well as being kind and approachable. He does a great job of representing his clients and makes sure that all is done correctly."
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2018
"10 Best" Attorney - Estate Planning, AIOLC
2007
Certified Specialist - Estate Planning, Trust and Probate Law, State Bar of California - Board of Legal Specialization
1994
Exceptional Achievement Award - Informal Systems of Order, Southwestern Law School
1993
Certified Public Accountant (CPA) (Inactive), California State Board of Accountancy
1987
Beta Alpha Psi - National Accounting Scholastic Honors, USC School of Accounting
2001 - Present
Principal, Law Offices of Jimmie L. Joe, APLC
2001 - 2001
Associate Attorney, Alvarado, Smith and Sanchez
1995 - 2001
Associate Attorney, Roquemore, Pringle & Moore, Inc.
1993 - 1993
Legal Extern, Los Angeles County District Attorney's Office
1990 - 1991
Accountant, Price Waterhouse & Co.
1988 - 1990
Accountant, KPMG Peat Marwick
2006 - Present
Advisors ForumFounding Member
2002 - Present
WealthCounselFounding Member
Member
Trust and Estates Section
2005 - 2008
Southern California InstituteLaureate in Wealth Strategies
N/A
JD - Juris Doctor
N/A
BS - Bachelor of Science
2017
2011
Making Two Years Last a Lifetime
2009
Why You Should Plan Now: Wealth Building Opportunities in Tough Economic Times
2008
Planning with a Purpose
2008
Planning with a Purpose
2007
The Soup to Nuts of Advanced Estate Planning
2007
Estate Planning for the Affluent
2003
Planning for Non- US Citizens
2018
2015
2012
2011
2009
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