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Mr. Ward previously did extensive international work, and later held executive positions with Bank of America, KPMG (formerly Peat Marwick), and The Merrill Lynch Private bank. After working in finance for a number of years, Mr. Ward returned to school for his law degree, and then furthered his law education with a postgraduate law degree (LL.M.) in Estate Planning with considerable emphasis on tax issues, multi-generational issues, and Medicaid/Medi-Cal eligibility issues for elders.
Mr. Ward is also a Certified Senior Advisor, and worked in both Elder Law and Estate Planning in Florida before returning to California to open his own law practice.
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Chat withState: California
Acquired: 2011
No misconduct found
State: Florida
Acquired: 2011
No misconduct found
7888 Wren Ave., Suite D-140, Gilroy, CA, 95020
3 Client Reviews
Showing 1 - 1 of 1 review | 1 star
Posted by anonymous | May 30, 2026
No Ethics, Malpractice
I had a consultation with James Ward(05/29/2025). He claims he doesn’t take doctor’s capacity assessments seriously then demanded signatures from an incapacitated elder with severe dementia. He also didn’t even read sections of the trust or USFPOA that he was making legal determinations on. Also clai...
"I endorse this lawyer. We studied together in the LL.M. program and have maintained a working relationship. He is an honest, thorough, and no-nonsense practitioner."
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2010
LL.M - Master of Laws
2008
JD - Juris Doctor
1981
M.S.
1977
BS - Bachelor of Science
Spanish
English