James R. Robinson
Partner
James R. Robinson focuses his practice on the wealth transfer and business succession planning needs of families and closely-held businesses. He concentrates on estate and gift planning, business succession planning, wealth preservation, sophisticated tax planning, and charitable giving. He also provides fiduciary counseling and dispute resolution, and advises tax-exempt organizations on formation and operations.
Publications
"Family Business Succession Planning," Trusts & Estates
(December 2010)
"Charitable Remainder Trust Termination," (co-author) ABA Trusts & Investments (September/October 2010)
"The Planning Uses of Business Trusts," Southeast Wealth Management (September 2008)
"U.S. Trusts with Foreign Beneficiaries: Issues and Observations," Estate Planning (August 2008)
"Rarely Utilized: The Georgia Business Trust Code," Georgia Bar Journal (August 2008)
"Gambling On Guarantees," (co-author) Private Wealth Magazine (October 1, 2007)
"Chawla, Irrevocable Life Insurance Trusts, and the Insurable Interest Problem," (co-author) NAEPC Journal of Estate & Tax Planning (July 2007)
"A Question of Interest," (co-author) Financial Advisor Magazine (April 2007)
"New Final Regs. Clarify Generation-Skipping Tax Provisions," Estate Planning (December 2005)
"The Care and Feeding of Family Limited Partnerships," Tax Notes (May 2005)
"When to Opt Out of the Automatic GST Exemption Allocation Provisions," Estate Planning (June 2004)
"Georgia Law and the Apportionment Problem," Georgia Bar Journal (June 2003)
"Estate Planning for Procrastinators," (co-author) Estate Planning (September and October, 2001)
"Untangling the 'Loose Threads': Equitable Adoption, Equitable Legitimation, and Inheritance in Extralegal Family Relationships," Emory Law Journal (Summer 1999)
Speeches and Presentations
"The $10 Trillion Opportunity: How to Sell Your Business," Kennesaw State University Small Business Development Center, Kennesaw, Ga. (October 23, 2009)
"Advanced Tax Issues in Probate," National Business Institute (January 8, 2009)
"Estate Tax Apportionment," Atlanta Bar Association, Atlanta, Ga. (September 7, 2008)
"Basic Will Formats," American Bar Association Community Outreach (March 11, 2008)
"Equitable Appointment and Uniform Estate Tax Appointment Act," 53rd Annual Estate Planning Institute, ICLE Georgia, Athens, Ga. (February 9, 2008)
"Basic Will Formats," Basic Fiduciary Practice, ICLE Georgia, Atlanta, Ga. (November 30, 2007)
"Charitable Remainder Trusts," Community Foundation for Northeast Georgia, Duluth, Ga. (October 16, 2007)
"Effective Use of Different Entities and Capital Structures," 2007 Joint Fall CLE Meeting, ABA Taxation and Real Property, Probate & Trust Sections, Vancouver, Canada (September 28, 2007)
"Life Insurance Settlements and Other Current Life Insurance Issues," 52nd Annual Estate Planning Institute, ICLE Georgia, Athens, Ga. (February 9, 2007)
"Hot Topics in Estate and Gift Tax," Hot Tax Topics for Attorneys and CPAs, ICLE Georgia, Atlanta, Ga. (February 17, 2006)
"Wills and Estates," Fundamentals of Law Practice, ICLE Georgia, Atlanta, Ga. (January 25, 2006)
Education
Emory University School of Law(J.D., with high honors, 2000) Order of the Coif
Executive Managing Editor, Emory Law Journal
New York University(M.A., English, 1993)
University of Colorado(B.A., History, summa cum laude, 1988)
Professional Memberships
State Bar of Georgia
Fiduciary Law Section
Legislative Committee
Chair
Atlanta Estate Planning Council
Civic and Charitable Memberships
The Atlanta Opera
Board of Directors
The Community Foundation for Greater Atlanta
Planned Giving Advisory Board