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James J. Lanham - Chief Operating Officer

Education & Experience

Overview:

For over three decades, Jim Lanham has provided a full spectrum of legal services to individuals, families, and businesses as they plan for the future. Utilizing sophisticated wealth planning techniques, Jim delivers personal and individualized advice to each and every client, focusing on the nuances that make every client’s situation unique.  Jim advises a number of businesses for governance and acquisitions, and is a licensed title agent along with handling commercial and residential real estate deals. 

In addition to his responsibilities to his clients, Jim has contributed his time to numerous charitable organizations, including service as Past President of the Wooster Kiwanis Club. He is serving as the Past Chair of Goodwill Industries of Wayne and Holmes Counties. Jim also actively educates others through speaking engagements across the firm’s geographic footprint and as the author of a number of published articles and client alerts on topics related to estate planning, trust, and wealth and succession planning.

Education:

  • The University of Akron School of Law, J.D.
    • Akron Law Review
  • The College of Wooster, B.A.

Admissions:

  • Ohio

Certifications:

  • Ohio State Bar Association Certified Specialist in Estate Planning, Trust and Probate Law (charter member)
  • Licensed Ohio Title Insurance Agent

Professional Affiliations:

  • American Bar Association
  • Ohio State Bar Association
    • Estate Planning, Trust and Probate Law Section, Area Delegate
  • Wayne County Bar Association

Publications & Lectures

Articles:

  • "Conflicting Redundant Laws: the Probate Practitioner's Oxymoron (Reconciling Supreme Court Probate Rules and the Revised Code)," 22 PLJO 235 (May/June 2012, co-author Matthew R. Hochstetler).
  • “The New Recording Statute’s Impact on Estate Planning and Administration,” 20 PLJO 12 (Sept./Oct. 2009).
  • “Three Pets Named “Peeve”: Ohio’s Annual Exclusion Parts 1 and 2, and TODs for Stuff,” 19 PLJO 159 (March/April 2009).
  • “Ambiguity in the New Medicaid Estate Recovery Statute of Limitations: Who’s Kicking Whom?,” 14 PLJO 27 (Nov./Dec. 2003).
  • “Estate Tax Loophole Closed for Summary Release,” 13 PLJO 42 (Jan./Feb. 2003).
  • “Did They Mean What They Said and Say What They Mean? Did Our Legislature Already Eliminate Ohio Estate Taxes?,” 13 PLJO 13 (Sept./Oct. 2002).
  • “Reconsidering Ohio’s Memorandum of Trust Statute,” 5 PLJO 39 (Jan./Feb. 1995).
  • "Considerations for Collecting Assets" NBI Seminar presentation
  • "Ethical Challenges in Estate Administration" NBI Seminar presentation
  • "The New Uniform Power of Attorney Act and other SB 117 Law Changes" Heart of Ohio Estate Planning Council presentation
  • “IRS OKS DSUE QTIP IN REV PROC 2016-49,” 27 PLJO 1 (Nov./Dec. 2016).
  • “Catch-22 for Ohio Incompetents:  In re Cicchella,” 25 PLJO 5 (Jan./Feb. 2015).
  • “Fixing Ohio’s Obsolescent Law for Decedents’ Safe Deposit Boxes,” 24 PLJO 250 (Mar./April 2014).

Blog Posts:

Community Involvement

  • Wooster Kiwanis Club, Past President
  • Wayne - Holmes Estate Planning Council
  • Goodwill Industries of Wayne and Holmes Counties, Past Chair
  • Pee Wee Hollow, Inc. Scout Camp, Treasurer
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