David M. James

David M. James

David M. James, a partner at Anderson O’Brien, 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 Attorney James 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, Bertz, Skrenes & Golla, 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 and, 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.

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 Section

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
North Central Conservancy Trust – Director since 2016
Iola Winter Sports Club – Member

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