Professional Experience

James (“Jim”) J. Chalfie specializes in the areas of estate and tax planning for individual clients, succession planning for small businesses, estate and trust administration, and litigation involving trusts, estates, fiduciaries, and guardianships.

Mr. Chalfie is admitted to practice in Ohio, in the U.S. District Court for the Southern District of Ohio, U.S. Sixth Circuit Court of Appeals, and U.S. Supreme Court. He graduated with an undergraduate degree in Economics from Brandeis University and received his law degree from the University of Cincinnati College of Law where he served on the Editorial Board of the Law Review.

Mr. Chalfie served as Chairperson of the Probate Court, Estate Planning Probate, and Trust Law Committees of the Cincinnati Bar Association, and is an active member of several professional groups and organizations. He is on the Board of Governors of the Estate Planning, Probate and Trust Law Section of the Ohio State Bar Association. He co-authored an article, “How to Avoid Probate Litigation”, in a national professional publication. He has participated a number of times as a presenter at the Annual Advanced Estate Planning Institute of the Cincinnati Bar Association, and chaired its planning committee in 2009. He has also spoken frequently to various other professional and public groups on estate planning and probate related topics.

Professional Associations

• Ohio State Bar Association
• Cincinnati Bar Association

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