Practice areas
| State | Status | Acquired | Updated |
|---|---|---|---|
| CA | Active | 1995 | 02/03/2021 |
| Legal answers | 8 |
| Legal guides | 0 |
| Award name | Grantor | Date granted |
|---|---|---|
| "10 Best" Attorney - Estate Planning | AIOLC | 2018 |
| Certified Specialist - Estate Planning, Trust and Probate Law | State Bar of California - Board of Legal Specialization | 2007 |
| Exceptional Achievement Award - Informal Systems of Order | Southwestern Law School | 1994 |
| Certified Public Accountant (CPA) (Inactive) | California State Board of Accountancy | 1993 |
| Beta Alpha Psi - National Accounting Scholastic Honors | USC School of Accounting | 1987 |
| Title | Company name | Duration |
|---|---|---|
| Principal | Law Offices of Jimmie L. Joe, APLC | 2001 - Present |
| Associate Attorney | Alvarado, Smith and Sanchez | 2001 - 2001 |
| Associate Attorney | Roquemore, Pringle & Moore, Inc. | 1995 - 2001 |
| Legal Extern | Los Angeles County District Attorney's Office | 1993 - 1993 |
| Accountant | Price Waterhouse & Co. | 1990 - 1991 |
| Accountant | KPMG Peat Marwick | 1988 - 1990 |
|---|
| Association name | Position name | Duration |
|---|---|---|
| Advisors Forum | Founding Member | 2006 - Present |
| WealthCounsel | Founding Member | 2002 - Present |
| State Bar of California | Member | N/A |
| Los Angeles County Bar Association | Trust and Estates Section | N/A |
| Southern California Institute | Laureate in Wealth Strategies | 2005 - 2008 |
| Publication name | Title | Date |
|---|---|---|
| Collaborative Press | Your Wealth, Your Family, Your Legacy - Estate and Financial Planning for Lasting Impact | 2018 |
| Collaborative Press | The Complete Guide to Estate and Financial Planning in Turbulent Times (3rd Ed.) | 2015 |
| Collaborative Press | Put Your Money Where Your Heart Is | 2012 |
| Collaborative Press | Being In Business is a Funny Thing -- Getting Out is Not (A Business Owner's Guide to Growing and Transitioning the Business) | 2011 |
| Wealth Builders Press | Estate Planning Strategies - Collective Wisdom, Proven Techniques | 2009 |
| School name | Degree | Graduated |
|---|---|---|
| Univ of Southern Calif | BS - Bachelor of Science | N/A |
| Southwestern University School of Law | JD - Juris Doctor | N/A |
| Conference name | Title | Date |
|---|---|---|
| Thought Leader Series - Wealthcounsel | The Continuing Importance of ILITs: Life Insurance Planning After ATRA | 2017 |
| HSBC Client Estate Planning Presentation | Making Two Years Last a Lifetime | 2011 |
| HSBC Client Estate Planning Event | Why You Should Plan Now: Wealth Building Opportunities in Tough Economic Times | 2009 |
| HSBC Client Sponsored Estate Planning Presentation | Planning with a Purpose | 2008 |
| Cathay Bank Client Sponsored Estate Planning Event | Planning with a Purpose | 2008 |
| Bank of America Advisor Presentation | The Soup to Nuts of Advanced Estate Planning | 2007 |
|---|---|---|
| Bank of America Advisor Presentation | Estate Planning for the Affluent | 2007 |
| New England Finanical Advisor Presentation | Planning for Non- US Citizens | 2003 |
J. Moynihan, Estate planning Attorney on Jan 31, 2017
Relationship: Fellow lawyer in community
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.
Ernest Kim, Estate planning Attorney on Oct 25, 2016
Relationship: Fellow lawyer in community
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.
Robert Vale, Estate planning Attorney on Aug 6, 2016
Relationship: Fellow lawyer in community
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
Eden Brown, Estate planning Attorney on Jun 6, 2016
Relationship: Fellow lawyer in community
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.
Lance Like, Estate planning Attorney on May 31, 2016
Relationship: Fellow lawyer in community
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.
Jennifer Thaete, Estate planning Attorney on May 28, 2016
Relationship: Fellow lawyer in community
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.
Jiah Kim, Estate planning Attorney on May 20, 2016
Relationship: Fellow lawyer in community
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.
Jan Copley, Estate planning Attorney on Apr 21, 2016
Relationship: Fellow lawyer in community
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.