James Elliott is in the Trusts and Estates practice group where he represents business owners, corporate executives, and other wealthy individuals and their families. Jim focuses his practice on the tax issues faced by high-net-worth individuals and their families, including succession planning, effective use of insurance in estate planning, income tax and gift tax planning, and litigation support. He is a Certified Public Accountant licensed in New Jersey and Ohio.
Jim served as chair of the Tri-County Scholarship Program, a scholarship program for disadvantaged students in the Passaic, Sussex, and Morris Counties of New Jersey. He currently is on the Board of Directors of Eva’s Village, a program for feeding the hungry, sheltering the homeless, treating the addicted and providing medical care to the poor, located in Paterson, New Jersey.
Jim was previously a tax partner with another law firm in Northern NJ, where he specialized in private wealth matters. Prior to that, he was with Merrill Lynch at its world headquarters, where he served as a Wealth Strategist for the Northeast Private Bank and Investment Group, and was the director of its Executive Tax Practice. Prior to Merrill Lynch, he was a Tax Partner at PricewaterhouseCoopers LLP in its Florham Park, New Jersey and Princeton, New Jersey offices.
American Bar Association
New York State Bar Association
New York City Bar Association
New Jersey Society of CPAs
American Institute of CPAs