Background: I was raised in Tucson, Arizona and Whittier, California. I opened our Chicago, Illinois office in 1995 and the Portland, Oregon office in 2001. Our family is 13th generation members of the Society of Friends (people known as "Quakers"). While attending Whittier High School, I was an Eagle Scout, an AFS exchange student to Malaysia and the section head for percussion for the WHS Marching Band (we marched in the 1968 Presidential Inaugural Parade in Washington, DC for Richard Nixon).
I enjoy playing music (piano, guitar and percussion), sailing, soccer (including futsol), T'ai Chi Chuan, hiking (I hiked up the South Sister, Oregon summit recently), skiing, snorkeling, classic languages (mostly Latin), databases (particularly Filemaker), web page design and wikis.
I was the president of the Arbor Parent Teacher organization for the Arbor School in Tualatin, Oregon that all three of my children attended.
Practice areas
39 years, 500 cases
39 years, 600 cases
39 years, 300 cases
39 years, 300 cases
39 years, 500 cases
Languages spoken
French
James Oberholtzer, Chartered
211 West Wacker Drive
Suite 1200
Chicago, IL, 60606
State | Status | Acquired | Updated |
---|---|---|---|
WA | Active | 2008 | 12/05/2019 |
OR | Active | 2002 | 11/03/2019 |
IL | Active And Authorized To Practice Law | 1980 | 07/06/2019 |
VA | Authorized to Practice Law | 1979 | 02/13/2017 |
Award name | Grantor | Date granted |
---|---|---|
AV Rated | Martindale-Hubbell | 2012 |
AV Rated | Martindale-Hubbell | 2011 |
AV Rated | Martindale-Hubbell | 1995 |
Title | Company name | Duration |
---|---|---|
Partner | Rohlfing & Oberholtzer | 2000 - Present |
President | James Oberholtzer, Chtd. | 1995 - Present |
Income Partner | Cowan & Minetz | 1986 - 1995 |
General Counsel | Jewish Family & Community Service of Metro Chicago | 1980 - 1985 |
Association name | Position name | Duration |
---|---|---|
Washington State Bar Association | Member | 2008 - Present |
Illinois State Bar Association | Member | 1980 - Present |
Oregon State Bar | Delegate | 2007 - 2012 |
Chicago Hull House Social Service Agency | Housing Committee member | 1986 - 1989 |
Chicago Bar Association | Chair and founder of co-ed soccer league | 1984 - 1995 |
American Immigration Lawyers Association | member refuge committee | 1982 - 1995 |
---|---|---|
Chicago Bar Association | Chair of Child Abuse & Neglect Committee | 1981 - 1982 |
Publication name | Title | Date |
---|---|---|
Oregon State Bar Taxation Section Newsletter | S Corporation Inadvertent Terminations | 2011 |
School name | Degree | Graduated |
---|---|---|
DePaul University College of Law | LL.M - Master of Laws | 1985 |
Washington and Lee University | J.D. | 1979 |
Earlham College | A.B. | 1975 |
California Polythechnic University at Pomona | N/A | 1973 |
Conference name | Title | Date |
---|---|---|
The Complete Trust Course | Revocable and Irrevocable Trusts | 2013 |
LawReviewCLE Seminar | Estate Planning | 2013 |
LawReview CLE Seminar | Estate Planning | 2012 |
Seminar Arbor School APT | Family Estate Planning | 2008 |
Estate Planning Seminar | Estate Planning for Singles | 2003 |
Seminar for Metropolitan Family Service | Estate Planning for Social Workers | 2002 |
---|---|---|
Committe on Mental Health Chicago Bar Association | Confidentiality of Mental Health Records | 1985 |
National Conference | Confidentiality of Mental Health Records | 1984 |
Annual Meeting | Legal Liability of Clinical Social Workers | 1983 |
Case name | Outcome |
---|---|
In re: Estate of Helen Steele | Successful administration |
In re: Estate of Hafeman | Successful administration |
Posted by Fred
Mon Apr 15 2019
Posted by Angela
Fri Sep 21 2018
Michael Dwan, Criminal defense Attorney on Jan 11, 2015
Relationship: Fellow lawyer in community
I endorse this lawyer. Mr. Oberholtzer is widely considered to be one of the best Estate Planning attorneys practicing today.
Christian Lassen, Life insurance Attorney on Jun 29, 2013
Relationship: Fellow lawyer in community
Top-notch attorney. Highly respected in the legal community.
Tatiana Kadetskaya, Insurance Attorney on Jun 26, 2013
Relationship: Fellow lawyer in community
Truly excellent lawyer. Well respected in the legal community.
Michael Doland, Business Attorney on Dec 21, 2012
Relationship: Fellow lawyer in community
When a business lawyer endorses a business lawyer he means it. The answers of Mr. Oberholtzer are consistenly, clear, accurate, analytic and customized to the needs of the Avvo asker. These are exactly the qualities that any client would be looking for in retaining legal services.
Jonathan Mishkin, Tax Attorney on Oct 19, 2011
Relationship: Fellow lawyer in community
I endorse this lawyer. Jim is an extremely conscientious and intelligent lawyer. We have had excellent discussions about how to approach client issues in the field of taxation. I would recommend his services without hesitation.
Daniel Margolin, Divorce and separation Attorney on May 4, 2010
Relationship: Fellow lawyer in community
I endorse this lawyer's work. Jim has been a fantastic source of information for me. I have a domestic relations practice and Jim always has the answer, and usually a very common sense one, to any tax or business question that comes up in my cases.
Lawrence Stark, Business Attorney on Apr 23, 2010
Relationship: Worked together on matter
I endorse this lawyer's work. He is an expert in Wills & Trusts, as well as commercial & residential real estate. I recommend Jim without hesitation.
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