Jim Quillinan is a retired member of Hopkins & Carley’s Family Wealth & Tax Planning Practice with more than 42 years of experience. As a California Certified Specialist in estate planning, trust and probate law, Jim’s experience includes helping families and high net-worth individuals with these issues, including tax law, through counseling and in litigation.
Jim is a prolific writer, for the California State Bar and its California Continuing Education Program, Jim speaks frequently on trust and estate issues and is an active member of the American College of Trust and Estate Counsel. He has addressed attorneys and bar associations throughout the region and nationally.
Aside from his expertise in trust and estate issues, Jim is also an avid moviegoer and the author of Q’s Reviews, a blog where he reviews the latest movies and theater performances.
- “The Ethical Dilemma: Damned If You Do…Damned If You Don’t”, Professional Fiduciaries Association of California, 2011
- “Estate Planning Through Administration – The Specialization Exam and You”
- “Antidotes for Estate Planning Scams, Botched Trusts and Other Disasters”
- “How To Effectively Use Charitable Giving to Benefit Your Family and Charity”
- “Whom Do You Trust? Selecting An Executor or Trustee”
- “Funding and Handling Stale Trusts”
- “Federal Estate Tax Return Preparation”
- “Planning and Avoiding Litigation Under The New California Principal and Income Act”
- “Ethical Issues in Estate Planning and Charitable Giving: Case Studies”
- “Effective Client Communication”
- “Trust Reformation and Modification, A Primer”
- “Ethical Issues in Trust and Estate Litigation Involving Charitable Giving”
- “Recent Developments in Trust and Estate Law”
- American College of Trust and Estate Counsel, Fellow
- State Bar of California (1974)
- J.D., Santa Clara University School of Law
- B.A., History, Stanford University