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Jimmie Ling Joe

Estate planning Attorney at City of Industry, CA

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About Jimmie

Learn Jimmie’s areas of practice.

Licensed for 27 years
State CA
Status Active
Acquired 1995
Updated 11/30/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Jimmie

Law Ofc Jimmie L Joe
17700 Castleton St Ste 386
City of Industry, CA, 91748

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Contact for Details

Resume

AVVO RATING 8.6 (Excellent)

Work Experience

  • 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
View all work experience

Education

  • Univ of Southern Calif
  • BS - Bachelor of Science
  • N/A
  • Southwestern University School of Law
  • JD - Juris Doctor
  • N/A

Associations

  • 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
View all associations

Awards

  • "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
View all awards

Publications

  • 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
View all publications

Speaking Engagements

  • 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
View all speaking engagements

Attorney endorsements

Received (8)
Given (15)
Endorse Jimmie
Estate planning Attorney | Jan 31
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."
Estate planning Attorney | Oct 25
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."
Estate planning Attorney | Aug 06
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"
Estate planning Attorney | Jun 06
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."
Estate planning Attorney | May 31
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."
Estate planning Attorney | May 28
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."
Estate planning Attorney | May 20
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."
Estate planning Attorney | Apr 21
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."
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City of Industry Estate planning Lawyer Jimmie Ling Joe
Jimmie Ling Joe
Estate planning Attorney
City of Industry, CA
Licensed for 27 years