James | REID MICHAELIS

James W. Reid

Direct Dial: (646) 445-5103

Remote Direct: (203) 912-8055

Fax: (646) 445-5063

Born in Philadelphia, Pennsylvania, James W. Reid has practiced in the area of Trusts and Estates for 40 years. Jim obtained his undergraduate degree from the University of Virginia (B.A., Economics) and his law degree from the University of Georgia. He began his career at the Manhattan law firm of Dunnington, Bartholow & Miller, where he became a partner, ultimately co-headed the Trusts and Estates practice group and wrote and edited the firm’s periodic Report to Clients for ten years. Jim moved his practice to the law firm of Satterlee, Stephens, Burke, & Burke in 2005, and then founded his current firm. The firm became known as Reid Michaelis, PLLC when Carrie Michaelis joined in 2015.

Jim has many long-standing professional relationships with private clients and their families living in the United States and abroad. He is a hands-on advisor who makes the concerns of his clients his top priority. He delivers professionalism with seasoned expertise, integrity, balance, thoughtfulness and value. Jim’s practice emphasizes estate and tax planning and the representation of individual and corporate Executors and Trustees in all aspects of the administration of estates and trusts, including estate, gift and fiduciary income tax issues, disclaimer options, fiduciary accounting matters, Unitrust and power-to-adjust elections, cross-border implications, tax treaty issues, decanting to revise existing trusts, change of and fiduciary elections and considerations.

Jim is a member of the New York State and City Bar Associations, the Estate Planning Council of New York and the Society of Trust and Estate Practitioners. He has written and lectured on a variety of estate and tax issues and has spoken on various estate planning panels. Jim Reid lives in Riverside, Connecticut.

Education

B.A., University of Virginia

J.D., University of Georgia

Experience

Partner, Dunnington, Bartholow & Miller

Partner, Satterlee, Stephens, Burke, & Burke

Partner, Reid Michaelis

Professional Associations

New York City Bar Association

New York State Bar Association

Estate Planning Council of New York

Society of Trust and Estate Practitioners