James Oberholtzer
President
James Oberholtzer, Chtd
Contact Information
503-345-0652, legalserviceslink@oberholtz.com
Website
Biography
James Oberholtzer has provided legal services to clients for over 25 years.
He has provided legal representation to:
Entrepreneurs. Closely held companies, family partnerships and individual entrepreneurs in formation and finance of enterprises, acquisitions and joint ventures, strategic planning and executive compensation, entity governance, integration of tax, legal and business objectives, protection of intellectual property and selection and supervision of local counsel.
Senior Housing. Senior housing owners and operators in acquisition and development of senior housing facilities, operations and finance of senior housing enterprises, and taxation.
Large Companies. Large publicly traded companies on intellectual property, acquisitions and mergers, taxation, real estate, employment and related matters, and taxation.
Charities and Foundations. Charities and foundations on not for profit governance, obtaining and maintain tax exempt status, donation issues, operations and charitable solicitation, and taxation.
Families. Estate planning, family wealth planning, wills and trusts, taxation of wills and trusts, guardianship and conservatorships, creation and administration of trusts, and probate of estates.
Areas of Practice:
Business law
Real estate development
Tax
Estate Planning
Probate
Trust Planning & Administration
Charitable Organizations
Bar Admissions:
Virginia, 1979
Illinois, 1980
U.S. District Court, ND Illinois 1990
Oregon, 2002
Washington, 2008
US District Court, Oregon 2009
Education:
DePaul University, Chicago LLM, Tax 1985
Washington & Lee University LL.B. 1979
Earlham College, Economics 1975
Professional Associations and Memberships:
Virginia State Bar Association
Illinois State Bar Association
Oregon State Bar Association
Washington State Bar Association
American Bar Association
Areas of Law and Practice
| Areas of Law | Areas of Practice |
|---|---|
| Business Law | Business Arbitration, Business Associations Law, Business Cooperatives, Business Crimes, Business Development, Business Dissolutions, Business Enterprises, Business Estate Planning, Business Formation, Business Fraud, Business Litigation, Business Mediation, Business Organization, Business Planning, Business Regulation, Business Reorganization, Business Start-Ups, Business Succession Planning, Business Successions, Business Syndication, Business Taxation, Business Torts, Business Transactions, Business Transfers, Business Trusts, Business Valuation, Buy-Sell Agreements, Buying and Selling of Businesses, Closely Held Business Estate Planning, Closely Held Business Law, Closely Held Business Taxation, Complex Business Litigation, Cooperative Taxation, Emerging Business Law, Emerging Growth Companies, Entrepreneurial Business Law, Family Business Law, Family Business Mediation, Family Business Successions, International Business Law, International Joint Ventures, Joint Ventures, Limited Liability Company Law, Minority Business Law, Pass-Through Entities, Private Business Law, Privatization, Professional Practices, Small Business Law, Sole Proprietorships, Strategic Alliances, Trade and Professional Associations, Trade Association Law |
| Commercial Law | Commercial Arbitration, Commercial Bad Faith, Commercial Constitutional Law, Commercial Crimes, Commercial Fraud, Commercial Liability, Commercial Litigation, Commercial Mediation, Commercial Torts, Commercial Transactions, Commercial Transfers, Commercial Trusts, Complex Commercial Litigation, International Commercial Arbitration, International Commercial Law, International Sale of Goods, Negotiable Instruments, Retail Liability, Sale of Goods, Secured Transactions, Uniform Commercial Code, Warehousing |
| Commercial Real Estate | Commercial Conveyancing, Commercial Real Estate Acquisitions, Commercial Real Estate Bankruptcy, Commercial Real Estate Contracts, Commercial Real Estate Development, Commercial Real Estate Finance, Commercial Real Estate Foreclosure, Commercial Real Estate Litigation, Commercial Real Estate Sales, Commercial Real Estate Syndication, Commercial Real Estate Workouts, Industrial Real Estate Law, Retail Development, Shopping Center Acquisitions, Shopping Center Development, Shopping Center Law |
| Construction Law | Architectural Law, Construction Accidents, Construction and Design Law, Construction and Surety Law, Construction Arbitration, Construction Claims, Construction Contracts, Construction Defects, Construction Equipment Liability, Construction Finance, Construction Insurance, Construction Insurance Defense, Construction Labor Law, Construction Liability, Construction Liens, Construction Litigation, Construction Mediation, Construction Products Liability, Construction Safety, Construction Workouts, Contractor Performance Bonds, Contractors Liability, Environmental Construction Law, International Construction Contracts, International Construction Law, Materialmens Liens, Mechanics Liens, Public Construction Law, Public Works, Roof Industry Liability, Scaffolding Liability, Structural Work Act |
| Copyrights | Copyright Infringement, Copyright Licensing, Copyright Litigation, Copyright Prosecution, Copyright Protection, Copyright Registration, International Copyright Law, Internet Copyright Law |
| Corporate Law | Closely Held Corporations, Corporate Banking Law, Corporate Commercial Law, Corporate Contracts, Corporate Control Contests, Corporate Criminal Law, Corporate Dissolutions, Corporate Ethics, Corporate Fiduciary Law, Corporate Finance, Corporate Formation, Corporate Governance, Corporate Income Tax, Corporate Insurance, Corporate Insurance Defense, Corporate Investigations, Corporate Litigation, Corporate Organization, Corporate Partnerships, Corporate Planning, Corporate Real Estate, Corporate Reorganization, Corporate Successions, Corporate Tax Controversies, Corporate Tax Planning, Corporate Taxation, Corporate Trusts, Corporate Workouts, Family Corporations, Foreign Sales Corporations, Hostile Takeovers, Incorporation, International Corporate Finance, International Corporate Law, International Corporate Taxation, Nonprofit Corporations, Offshore Corporations, Professional Corporations, Proxy Contests, Public Corporations, S Corporations, Small Business Corporations, Takeovers, Tender Offers, Transfer Pricing |
| Finance | Asset Based Finance, Asset Sales, Commercial Finance, Credit Enhancement, Cross Border Finance, Debt and Equity Finance, Debt Finance, Equity Finance, Eurobonds, Factoring Law, Finance Taxation, Financial Fraud, Financial Fraud Recovery, Financial Institution Bonds, Financial Institution Failures, Financial Institution Insolvency, Financial Institution Regulation, Financial Institution Reorganization, Financial Institutions Law, Financial Institutions Litigation, Financial Institutions Taxation, Financial Restructuring, International Commercial Finance, International Finance, Precious Metals Finance, Private Finance, Secured Finance, Securitization, Structured Finance, Unsecured Finance |
| Intellectual Property | Artistic Property, Brand Management, Chemical Intellectual Property, Electrical Intellectual Property, Electronic Intellectual Property, Industrial Models and Designs, Industrial Property, Industrial Property Rights, Intellectual Property Arbitration, Intellectual Property Enforcement, Intellectual Property Infringement, Intellectual Property Licensing, Intellectual Property Litigation, Intellectual Property Portfolio Management, Intellectual Property Procurement, Intellectual Property Prosecution, Intellectual Property Rights, International Intellectual Property, International Licensing, Internet Intellectual Property, Literary Property, Mechanical Intellectual Property, Medical Intellectual Property, Merchandising, New Media Law, Pharmaceutical Intellectual Property, Piracy, Proprietary Rights, Protection of Personality |
| Investment Law | Asia-Pacific Investment, Capital Markets, Consumer Financial Services, Cross Border Investment, Derivative Products, Emerging Markets, Financial Services Law, Financial Services Regulation, Foreign Investment, Foreign Investment in the United States, Hedge Funds, Institutional Investment Law, International Capital Markets, International Investment, International Venture Capital, Investment Banking Law, Investment Company Law, Investment Fraud, Investment in Eastern Europe, Investment in Latin America, Investment in Russia, Investment Management, Investment Partnerships, Investment Regulation, Mezzanine Finance, Mutual Funds, Political Risk Insurance, Private Equity, Syndication, Trust Investment, Venture Capital |
| Mergers and Acquisitions | Business Acquisitions, Business Divestitures, International Merger Notification, International Mergers and Acquisitions, Leveraged Acquisitions, Leveraged Buyouts, Merger Reorganization, Mergers, Acquisitions and Divestitures, Mergers and Acquisitions Finance, Mergers and Acquisitions Taxation, Premerger Notification, Spin-Offs |
| Partnership Law | Family Limited Partnerships, Family Partnerships, Limited Liability Partnerships, Limited Partnerships, Partnership Dissolution, Partnership Formation, Partnership Organization, Partnership Syndication, Partnership Taxation |
| Probate | Ancillary Probate, International Probate, Probate Administration, Probate Litigation, Probate Taxation |
| Property Law | International Property Law, Personal Property, Personal Property Leasing |
| Real Estate | Adverse Possession, Boundary Disputes, Common Interest Community Law, Community Association Law, Condominium Association Law, Condominium Conversions, Condominium Development, Condominium Law, Condominium Timeshares, Conservation Easements, Conveyancing, Cooperative Housing Association Law, Cooperative Conversions, Cooperative Housing Law, Easements, Historic Conservation Easements, Homeowners Association Law, International Real Estate, Land Acquisitions, Land Sales, Land Trusts, Manufactured Housing Law, Mixed Use Development, Mobile Home Law, Planned Unit Development Law, Property Management, Quiet Title, Real Estate Acquisitions, Real Estate Arbitration, Real Estate Banking Law, Real Estate Bankruptcy, Real Estate Brokerage Law, Real Estate Brokers and Agents Liability, Real Estate Brokers Licensing, Real Estate Brokers Malpractice, Real Estate Brokers Malpractice Defense, Real Estate Collections, Real Estate Contracts, Real Estate Development, Real Estate Errors and Omissions, Real Estate Exchanges, Real Estate Finance, Real Estate Foreclosure, Real Estate Fraud, Real Estate Investment, Real Estate Investment Taxation, Real Estate Investment Trusts, Real Estate Joint Ventures, Real Estate Leasing, Real Estate Litigation, Real Estate Mediation, Real Estate Partnerships, Real Estate Restructuring, Real Estate Sales, Real Estate Secured Lending, Real Estate Securities, Real Estate Settlements, Real Estate Syndication, Real Estate Tax Appeals, Real Estate Tax Assessment, Real Estate Tax Foreclosure, Real Estate Tax Liens, Real Estate Taxation, Real Estate Title, Real Estate Title Examination, Real Estate Title Insurance, Real Estate Trade Association Law, Real Estate Valuation, Real Estate Workouts, Real Property, Real Property Acquisitions, Real Property Development, Real Property Finance, Residential Real Estate, Residential Real Estate Acquisitions, Residential Real Estate Development, Residential Real Estate Finance, Residential Real Estate Foreclosure, Residential Real Estate Sales, Right of Way Easements, Waterfront Development |
| Resorts and Leisure | Amusement Park Liability, Country Club Law, Golf Course Development, Health Club Law, Hospitality Law, Hotel and Resort Development, Hotel and Resort Law, Hotel Franchise Law, Hotel Liability, Hotel Security, Innkeeper Law, International Hotels and Resorts, Marina Liability, Private Club Law, Recreational Law, Recreational Property Law, Resort Timeshares, Restaurant Law, Restaurant Liability, Ski Area Liability, Travel and Tourism, Water Park Safety |
| Trademarks | Counterfeiting, International Trademarks, Internet Trademarks, Lanham Act, Service Marks, Trade Dress, Trade Names, Trademark Arbitration, Trademark Infringement, Trademark Licensing, Trademark Litigation, Trademark Prosecution, Trademark Protection, Trademark Registration |
| Trusts and Estates | Contested Trusts and Estates, Decedents Estates, Estate Administration, Estate Bankruptcy, Estate Litigation, Estate Planning, Estate Planning for Parents of Handicapped Childre, Estate Planning for the Disabled, Estate Planning for the Elderly, Estate Planning for Unmarried Couples, Estate Settlements, Family Trusts, Family Wealth Transfer, Fiduciary Law, Fiduciary Liability, Fiduciary Litigation, Financial Planning, International Estate Planning, International Trusts, International Trusts and Estates, Living Trusts, Offshore Trusts, Personal Planning, Pet Trusts, Powers of Attorney, Retirement Planning, Special Needs Trusts, Surrogates Court Practice, Trust Administration, Trust and Estate Collections, Trust Law, Trust Litigation, Trust Planning, Unclaimed Property, Wealth Planning, Wealth Preservation |
| Wills | Contested Wills, Will Drafting, Inheritance, Living Wills, Missing Heir Searches, Successions |
Jurisdictions
- Illinois, Oregon, Virginia, Washington
Employment History
-
President | James Oberholtzer, Chtd
1995 - 2016
Education
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LL.M. Taxation | DePaul University
1982 - 1985
Attorney Rating and Feedback
No Feedback
Publications and Presentations
No Publications
I verify that I am licensed to practice in the State(s) identified and maintain all
necessary insurance.
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TYPICAL HOURLY RATE: $400
TYPICAL FIXED FEE: $2000
TYPICAL CONTINGENCY FEE: -- -
Portland, Oregon, Multnomah County
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