Jim Willett is Downey Brand’s senior attorney in estate planning. His practice emphasizes estate planning, estate taxes, trusts and probate law for individuals and family groups.
His practice emphasizes estate planning, estate taxes, trusts and probate law for individuals and family groups. He is a Fellow in the American College of Trust and Estate Counsel; a Past Chair of the Executive Committee of the Estate Planning, Trust and Probate Law Section; a Certified Specialist in Estate Planning, Trusts & Probate Law and Past Chair of the Estate Planning, Trust Law and Probate Legal Specialization Advisory Commission; Past President of the Sacramento Estate Planning Council; and a 2011 FIVE STAR Wealth Manager, Sacramento Magazine.
Jim is also heavily involved in community activities. He is a Past Chair of the UC Davis Foundation Board of Trustees, Sutter Davis Hospital Board of Trustees, KVIE Channel 6 Board of Directors, Cal Aggie Boosters, and City of Davis Planning Commission. He has been a frequent speaker with the California Continuing Education of the Bar. Jim handles all levels of estate planning and trust administration, and regularly deals with the Internal Revenue Service in audits of estate and gift tax returns.
- Prepare trusts and related estate planning documents for clients of various ages, family circumstances and net worth (from less than $500,000 to $60 million). Assisted significant gifting by senior family members.
- Helped families come to conclusion of plans to family distribute wealth to families and charities when appropriate.
Honors And Rankings
Sacramento Magazine, Top Lawyer, Estate Planning & Probate, 2015-2017
AV® Preeminent™ Rating by Martindale-Hubbell
Certified Estate Planning, Trust and Probate Law Specialist
2011 FIVE STAR Wealth Manager, Sacramento Magazine
Super Lawyers, Northern California Super Lawyer, Estate Planning & Probate, 2004, 2008-2009