James G. DalferesJames G. Dalferes

James G. Dalferes is a Board Certified Tax Specialist and a Board Certified Estate Planning & Administration Specialist certified by the Louisiana Board of Legal Specialization. Jim also has served as a member of the Louisiana State Bar Association Specialization Board (Taxation) CLE and Specialist Certification Subcommittees, and as a member of the Louisiana State Bar Association Specialization Board (Estate Planning & Administration). He practices in the areas of general business and tax planning, and estate planning and administration. He has served as a member of both the Tax Specialization Exam Committee and the Estate Planning & Administration Specialization Exam Committee.

Jim received his undergraduate degree, with honors, from Tulane University, where he was a member of Phi Beta Kappa. He also received his Juris Doctorate degree from Tulane University in 1974, where he was elected as the outstanding judge of the Moot Court Board. Jim is an elected fellow of the American College of Trust & Estate Counsel (“ACTEC”), a member of the New Orleans Estate Planning Council, and a court-qualified expert in the fields of trusts and estates and estate administration.

Jim served as an Adjunct Professor of Law, Loyola University Law School: in Estate Planning (1990-1993, 1995, 1998-2000), in Federal Wealth Transfer Taxation (1994), and in Trusts (1996).

Jim is the author of “Undue Influence and Interdiction: New Proof To Annul Wills and Donations in Louisiana,” Louisiana State Bar Journal (August, 1992).

Jim is a frequent seminar speaker, on topics including: “Marital Deductions—Usufruct Arrangements vs. Trusts,” scheduled December 4, 2008 Loyola University School of Law Annual Estate Planning Conference; “Sophisticated Estate Planning Strategies For The Advanced Practitioner In Louisiana,” June 14, 2004 NBI Seminar; “The Probate Process From Start To Finish In Louisiana,” June 26, 2003 NBI Seminar; “How To Draft Wills And Trusts In Louisiana,” March 15, 2002 NBI Seminar; “The Estate Planning Course,” October 26, 27, 2000 Professional Education Systems, Inc., Seminar; “Forced Heirship In Louisiana,” March 21, 2000 Primetime CLE Seminar; “Dynasty Trusts,” Fall 1998 LSU Estate Planning Seminar; “The Retirement Planning Course,” June 26, 1998 PESI CLE Seminar; “Tax Issues In Estate Planning And Probate In Louisiana,” December 17, 1997 NBI CLE Seminar; “A Potpourri Of Estate And Trust Administration Problems,” December 4, 1997 Loyola University School of Law Annual Estate Planning Conference; “Advanced Estate Planning Techniques In Louisiana,” July 10, 1997 NBI CLE Seminar; “Estate Planning Tools And Drafting Techniques For The Elderly,” December 18, 1996 Loyola Law School CLE Seminar; “Legal, Practical And Ethical Implications Of Planning For Medicaid Eligibility And Long-Term Health Care,” December 2, 1995 LSU. Estate Planning Seminar; “Why You Need A Will,” October, 1994, University of New Orleans Estate Planning Day Seminar; "Revocable ‘Living’ Trusts," March 10, 1994, New Orleans Bar Association Seminar; "Creative Tax Planning For Real Estate Transactions", December 10, 1993, Loyola Law School CLE Seminar; “Special Estate Planning Techniques For Louisiana Business Entities," October 9, 1992 LSBA Specialization Board (Taxation) CLE Seminar; and "The Use of Trusts in Estate Planning," March 18, 1992 Loyola Law School CLE Seminar.

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