James B. Bertles

Background

Bertles, James B. was born on May 16, 1955 in New Rochelle, New York, United States.

Education

The Choate School; Amherst College (Bachelor of Arts, 1977). Fordham University (Juris Doctor, 1981).

Career

Worked at Gunster, Yoakley, Valdes-Fauli & Stewart, Professional Association (Palm Beach, Florida. Also W. Palm Beach & Vero Beach) specializing in Tax and Estate Planning and Administration, Estate and Trust Litigation, Real Estate. Admitted to the bar, 1981, Connecticut.

1982, Florida.

Author: "Choosing a Formula Clause Based on Funding Effects," 19 Estate Planning No. 3, May/June 1992; "Digest of Florida Trust Law," International Trust Laws A19-51, 1993. "Limiting Fiduciary Liability for Investing in Life Insurance," 11 Journal of Taxation of Investments No.

3, Spring 1994; "Tax Planning for Trusts in Response to Increased Income Tax Rates," 12 Journal of Taxation of Investments 72 No. 2, Autumn 1994; "Effective Drafting Strategies for Family Limited Partnerships," 23 Estate Planning No. 9, 1996. Member, Town of Palm Beach Zoning Commission, 1994—.

Chancellor and Member of Vestry, Bethesda-By-The-Sea Episcopal Church, 1990-1993, 1995—. President, 1996-1997, Director, 1989-1996, East Coast Estate Planning Council, Inc. Member, Board of Directors and Chairman of Planned Giving Committee, Norton Museum of Art.

Member: Palm Beach County Bar Association (Chairman, Probate and Guardianship Practice Committee, 1993-1996). The Florida Bar. Fellow, The American College of Trust and Estate Counsel, 1996. (Board Certified, Wills, Trusts and Estate Lawyer, Florida Bar Board of Legal Specialization and Education) (Also at West Palm Beach and Vero Beach Offices).

Works

• Other Work

  • Author: "Choosing a Formula Clause Based on Funding Effects," 19 Estate Planning No. 3, May/June 1992

  • "Digest of Florida Trust Law," International Trust Laws A19-51, 1993. "Limiting Fiduciary Liability for Investing in Life Insurance," 11 Journal of Taxation of Investments No.
    
    3, Spring 1994

  • "Tax Planning for Trusts in Response to Increased Income Tax Rates," 12 Journal of Taxation of Investments 72 No. 2, Autumn 1994

  • "Effective Drafting Strategies for Family Limited Partnerships," 23 Estate Planning No.

Membership

Member, Town of Palm Beach Zoning Commission, 1994—. Chancellor and Member of Vestry, Bethesda-By-The-Sea Episcopal Church, 1990-1993, 1995—. President, 1996-1997, Director, 1989-1996, East Coast Estate Planning Council, Inc.

Member, Board of Directors and Chairman of Planned Giving Committee, Norton Museum of Art. Member: Palm Beach County Bar Association (Chairman, Probate and Guardianship Practice Committee, 1993-1996). The Florida Bar. Fellow, The American College of Trust and Estate Counsel, 1996.

(Board Certified, Wills, Trusts and Estate Lawyer, Florida Bar Board of Legal Specialization and Education) (Also at West Palm Beach and Vero Beach Offices). Fellow, The American College of Trust and Estate Counsel, 1996. (Board Certified, Wills, Trusts and Estate Lawyer, Florida Bar Board of Legal Specialization and Education) (Also at West Palm Beach and Vero Beach Offices).