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This profile was last updated on 6/24/14  and contains information from public web pages and contributions from the ZoomInfo community.

James H. Morgan

Wrong James H. Morgan?

Estate Planning and Business Atto...

James H. Morgan , LLC
340 E 1St Ave Ste 250A
Broomfield, Colorado 80020
United States

Company Description: Practicing in the areas of estate planning (wills, living trusts, irrevocable trusts, special needs trusts, family limited partnerships (FLP), Medicaid law and...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • J.D.
  • law degree
    University of New Mexico Law School
  • Masters , Tax Law
    Denver University
41 Total References
Web References
Lawyer Denver | Colorado Family Attorneys | Business Attorney Colorado
www.jimlaw.net, 17 Nov 2011 [cached]
James Morgan Attorney at Law
...
James Morgan Law Offices
Estate Planning
Jim develops personalized estate plans, which provide peace of mind when in taking care of their beloved ones while minimizing their tax liabilities. The plans are reviewed, implemented and updated as the clients' personal and financial needs change.
Business Planning
Jim works with his business clients to determine which will be the best entity for that client, whether a corporation or limited liability company , including closely examining the issues of reducing or minimizing tax and liability exposure.
Jim also practices in the area of securities law, specifically private placements and other securities law issues. A private placement will allow a business owner to raise capital for the company from outside investors, and involves a host of federal and state securities compliance issues.
About James H. Morgan, Esquire
Jim has been practicing law since 1991, when he received his Juris Doctorate degree from the University of New Mexico. He is licensed in Colorado and New Mexico (inactive). In addition, in 2003 Jim obtained a Masters in Tax Law (LL.M.) from the University of Denver. Possessing a strong knowledge of taxation is essential, as tax considerations drive client estate planning and business law decisions.
Jim practices in the areas of estate planning (wills, living trusts, irrevocable trusts, special needs trusts, family limited partnerships (FLP), Medicaid law and Veterans trusts), corporate law (corporation and limited liability companies LLC), general business law and securities law (private placements).
In addition to his legal background, Jim has taught estate planning at the College for Financial Planning, and possesses a strong background in financial issues, having been previously employed in the securities industry, including as a registered representative and portfolio manager.
James H. Morgan, Esquire Office Locations in Northglenn and the DTC 11166 Huron Street, Ste 30B, Northglenn CO 80234 Email: jim@jimlaw.net
Phone 303-457-9500
James H. Morgan and Holistic ...
www.jimfinancial.net, 15 May 2014 [cached]
James H. Morgan and Holistic Family Asset Planning™
303-457-9500
...
James Morgan, J.D., LL.M. (Tax), CFP®
Attorney and Certified Financial Planner™ Phone: 303-457-9500
...
James H. Morgan, is an Attorney and Certified Financial Planner™. Jim's law practice concentrates in the areas of Estate and Business Planning, including Living Trusts and Wills, Asset Protection, as well as Elder Care (Medicaid and Veterans Aid and Attendance Benefit Planning). Jim graduated with a law degree from the University of New Mexico Law School, and has been practicing law since 1991. e also graduated with a Masters in Tax Law from Denver University in 2003, and is a member of the Trust and Estate Section and Elder Law Section of the Colorado Bar Association.
Jim is also a Certified Financial Planner® and has more than twelve years experience in the financial services and investment industry. Jim's education and experience allow him to provide broad based and thorough financial planning. He is an Investment Advisor Representative and Registered Representative1, a member of the Financial Planning Association and Chartered Financial Analyst Society, and offers both fee and commission based financial planning.
Jim also enjoys fly fishing, exercise and skiing in the beautiful Colorado Rockies.
...
James H. Morgan, is a Certified Financial Planner™, Investment Manager as well as an Attorney, with significant experience in helping clients plan for retirement, implement their investment plans and discover money management. While working as an Elder Law Attorney, Jim recognized a need in the financial advisor industry. He decided to establish a financial planning firm that brought his broad and extensive experience to the public. The result? The unique company of Holistic Family Asset Planning.
Jim's education and experience allow him to provide broad based and thorough personal financial planning. He is an Investment Advisor Representative and Registered Representative, a member of the Financial Planning Association and Market Technicians Association and offers both fee and commission based financial planning. Jim is also an Estate and Elder Law Attorney, and has obtained the Masters in Tax Law from Denver University.
Outside of his law practice and financial planning career, Jim also enjoys fly-fishing, exercise and skiing in the beautiful Colorado Rockies.
...
Copyright © 2014 James H. Morgan and Holistic Family Asset Planning™. All rights reserved.
Our Team
dslawcolorado.com, 23 Sept 2012 [cached]
James H. Morgan
...
James H Morgan 303-670-9855
James H. Morgan and Holistic ...
www.jimfinancial.net, 15 May 2014 [cached]
James H. Morgan and Holistic Family Asset Planning™
303-457-9500
...
James Morgan, J.D., LL.M. (Tax), CFP®
Attorney and Certified Financial Planner™ Phone: 303-457-9500
...
James H. Morgan, is an Attorney and Certified Financial Planner™. Jim's law practice concentrates in the areas of Estate and Business Planning, including Living Trusts and Wills, Asset Protection, as well as Elder Care (Medicaid and Veterans Aid and Attendance Benefit Planning). Jim graduated with a law degree from the University of New Mexico Law School, and has been practicing law since 1991. e also graduated with a Masters in Tax Law from Denver University in 2003, and is a member of the Trust and Estate Section and Elder Law Section of the Colorado Bar Association.
Jim is also a Certified Financial Planner® and has more than twelve years experience in the financial services and investment industry. Jim's education and experience allow him to provide broad based and thorough financial planning. He is an Investment Advisor Representative and Registered Representative1, a member of the Financial Planning Association and Chartered Financial Analyst Society, and offers both fee and commission based financial planning.
Jim also enjoys fly fishing, exercise and skiing in the beautiful Colorado Rockies.
...
Copyright © 2014 James H. Morgan and Holistic Family Asset Planning™. All rights reserved.
James H. Morgan and Holistic ...
www.jimfinancial.net, 15 May 2014 [cached]
James H. Morgan and Holistic Family Asset Planning™
303-457-9500
...
Copyright © 2014 James H. Morgan and Holistic Family Asset Planning™. All rights reserved.
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