T 301.656.8850 x421
7735 Old Georgetown Road
Bethesda, MD 20814-6130
B.S., William Paterson University of New Jersey, cum laude
J.D., Widener University Delaware Law School, cum laude
LL.M., Georgetown University Law Center
District of Columbia
James is an associate in the Firm’s Estate Planning and Administration Group where he focuses on the preparation of wills, trusts, powers of attorney, advance health care directives, and designations of standby guardian.
James received his J.D. from Widener University Delaware Law School and his B.S. in Finance from William Paterson University of New Jersey, graduating cum laude from both institutions. James also received an LL.M. in Taxation and a Certificate in Estate Planning from Georgetown University Law Center. He is admitted to practice in the District of Columbia, New York, New Jersey and the United States District Court for the District of New Jersey. Prior to joining Pasternak & Fidis, James was an extern at Baker & Hostetler while completing the LL.M. program.
James grew up in New Jersey and has settled in the District of Columbia. In his free time, he enjoys hiking, cooking, and traveling.
The doubling of the federal estate tax exemption under the Tax Cuts and Jobs Act has moved many wealthy Americans away from the impact of the federal estate tax. However, state estate taxes and inheritance taxes remain a factor in estate planning for residents of a number of states, including Maryland and the District of Columbia. Moreover, a state level estate or inheritance tax may be imposed on real estate located in a state with a tax even when the decedent resides elsewhere.
Currently, only a handful of jurisdictions have an estate tax. These include the District of Columbia and Maryland as well as Connecticut, Hawaii, Illinois, Maine, Massachusetts, Minnesota, New York, Oregon, Rhode Island, Vermont, and Washington. The District of Columbia’s estate tax exemption… MORE >