David M. James

David M. James

David M. James, a partner at Anderson O’Brien, LLP, focuses primarily on Estate Planning and Business Law. When working with clients on their estate planning needs, he works to protect the client’s assets with careful tax planning, while helping to ensure that their wishes are carried out. Business clients can count on Dave at all stages of their business ventures from formation, through operations, to sale or family succession.

Service to the community is an important part of the culture at Anderson O’Brien, LLP. Most recently Dave has worked with North Central Conservancy Trust, Inc., a non-profit organization dedicated to conserving the natural heritage of Central Wisconsin through the protection of land. Dave also supports his alma mater, UW-Stevens Point by serving as corporate counsel for the UWSP Foundation. He is also a veteran and served in Iraq during 2009 as a member of Wisconsin’s 32nd Brigade Combat Team.

Dave enjoys the challenges that a law practice brings, in particular, he likes being able to help his clients work through the legal obstacles that life can present. Whether it is forming an LLC for an entrepreneur, or helping to preserve a grandparent’s legacy, Dave works with his clients to secure their future and peace of mind.

Testimonials

“Recently, on the behalf of others, I’ve had the pleasure of working with Attorney David James. I am very impressed with his knowledge of WI law concerning Power of Attorney and Advanced Directives. David initiated and conducted group meetings (both Team Meetings and in person) for all parties involved. As a leader, David is clear and concise, responding to all questions calmy and politely, and he explains legal terms carefully so everyone present can understand.” A.H.

Education

University of Wisconsin-Stevens Point (2001)
University of Wisconsin Law School (J.D. 2005)

Professional Activities

State Bar of Wisconsin
Tax Law Section
Real Property, Probate & Trust Law Section
Portage County Bar Association
American Bar Association
Business Law and Tax Sections

Admitted to Practice

State Bar of Wisconsin
U.S. District Court for the Western District of Wisconsin

Community Activities

UWSP Foundation, Inc.
Board Member and Corporation Counsel
Diamond Lakers, Inc
Board Member and Secretary
Iola Winter Sports Club
Member