Ally Legal Planning is excited to announce that the founder of Walsh & Company, Jim Walsh, has joined our team as Senior Attorney.
Jim has over 35 years of legal experience practicing in the areas of estate planning, trust and estate administration, tax, probate and business law. A former CPA of more than 30 years, Jim offers his clients a uniquely tax-driven business approach to legal matters and has set legal precedents, including Pfeufer v. Cyphers (Md. Ct. App. 2007). Jim is admitted to the Maryland State Bar and the U.S. Tax Court while also serving his community through leadership roles on the Howard County Board of Appeals and previously on the Howard County Charter Review Commission.
As Jim begins planning for retirement over the next three years, this partnership marks the beginning of a thoughtful and seamless transition. During this period Jim will continue to serve clients with the same level of care and attention while working closely with the attorneys at Ally Legal Planning to ensure a smooth handoff of client relationships and case matters when he is ready to retire.
“I’m excited to join a firm whose values and commitment to serving their clients with compassion and excellence mirror my own,” said Jim Walsh. “This transition allows me to continue serving my clients with confidence, knowing they will be in trusted hands as I gradually step back from full-time practice.”
Jim’s long-term colleague at Walsh & Company, Jonathan Greenstein, is also joining the team at Ally Legal Planning. Jonathan brings to the firm over 45 years of legal experience with a focus on estate planning, estate and trust administration, and tax matters with extensive experience in real estate, business and corporate tax law, as well as guardianships.
A former Certified Public Accountant for over 20 years, Jonathan has helped educate the next generation as an adjunct professor in the University of Baltimore Graduate Taxation Program for more than a decade. Mr. Greenstein is admitted to practice in Pennsylvania, Maryland, and before the U.S. Tax Court.
This collaboration ensures continuity, stability, and the continued delivery of exceptional legal services to all clients of Walsh & Company. Clients of Walsh & Company will be notified of any administrative changes, as needed, in the future.
Jen McManus and Kristen Lohmeyer, the Co-Founders of Ally Legal Planning added, “We
are honored to welcome Jim and Jonathan to our firm. Their experience and knowledge bring great value, and we are committed to preserving the high standard of service their clients have come to expect.”