James D. Walsh
Contact
Practice Areas
- Estates and Trusts
- Taxation
- Wealth Preservation
- Estate and Trust Administration
- Elder Law
- Guardianships
- Special Needs Planning
- Business Succession Planning
Biography
James D. Walsh has been practicing law in Maryland for 35 years in the fields of estate planning, estate and trust administration, wills and probate, tax law, and business law. Jim is also a former certified public accountant for over 30 years, a background that allows him to bring a unique, tax-driven perspective to all his estate planning work. He frequently represents clients in tax controversies with IRS and state tax authorities in precedent-setting cases, such as Pfeufer v. Cyphers (Court of Appeals of Maryland 2007).
James D. Walsh has an AV Preeminent* rating under Martindale Hubbell’s peer review rating processTM, the highest possible rating that an attorney can receive from his or her peers. He is frequently in demand as a speaker on estate and tax issues for professional, legal, and accounting organizations, as well as community groups, and has served as an expert witness in both the Orphans’ and Circuit Courts.
He has also used his legal experience in the community by serving on the Howard County Board of Appeals, which is an appointed five-member citizen panel that hears appeals from the decisions of various Howard County government agencies. He is currently serving his second five-year term on the board, and has been elected chairperson three times by his fellow members of the panel. In 2011, he was a member of the Howard County Charter Review Commission, which is a 15-member citizen panel that reviews the Howard County Charter and makes recommendations for changes to the County Council.
Jim earned his B.S. and B.A. from John Carroll University in 1978 and his J.D. cum laude and Order of the Coif honors from University of Toledo College of Law in 1983. He was admitted to the Maryland State Bar in 1983 and the U.S. Tax Court Bar in 1984. Jim has spoken at several different events, including the Maryland Institute for Continuing Professional Education of Lawyers, Maryland State Bar Association, Maryland Association of Certified Public Accountants, National Business Institute, and the Association of Practicing Accountants. He is a member of several professional associations, including the Baltimore Estate Planning Council, Howard County Bar Association, Martindale-Hubbell Legal Directory, and Bar Foundation for Howard County. He has also chaired or co-chaired the Maryland State Bar Association, Maryland Certified Public Accountants, and the Howard County Board of Appeals.
Education
- University of Toledo College of Law, Toledo, Ohio
- J.D. - 1983
- Honors: cum laude
- John Carroll University, Cleveland, Ohio
- B.S.B.A - 1978
- Honors: Order of the Coif
Bar Admissions
- Maryland, 1983
- U.S. Tax Court, 1984
Representative Cases
- Pfeufer v. Cyphers, 397 Md. 643, 919 A.2d 641 (Court of Appeals of Maryland 2007)
Professional Associations and Committees
- Baltimore Estate Planning Council, Member, 1998 to Present
- Maryland State Bar Association, Inc., Sections on Estate and Trust Law, Member, past Co-Chair, 1984 to Present
- American Bar Association, Sections on Probate and Trust Law, Taxation, Real Property, Member, 1984 to Present
- Howard County Bar Association, Sections on Estate/Trust and Elder Law, Member, 1997 to Present
- Maryland Certified Public Accountants, Member, past Chair, 1984 to Present
- Martindale-Hubbell Legal Directory
- Bar Foundation for Howard County, 2012 to Present
Classes & Seminars
- Speaker, Maryland Institute for Continuing Professional Education of Lawyers (MICPEL)
- Speaker, Maryland State Bar Association
- Speaker, Maryland Association of Certified Public Accountants (MACPA)
- Speaker, National Business Institute
- Speaker, Association of Practicing Accountants