Picture of James K. Burau

James K. Burau

President
jburau@jamesburau.com
Download VCard

Phone: 775.831.4556
Fax: 775.831.6275

916 Southwood Blvd Suite 1A
Incline Village, Nevada 89451

Jim Burau's practice focuses primarily on wealth preservation planning for higher net worth clients. He employs a counseling-oriented approach to ascertain the client's goals, then designs a plan which integrates the client's personal and tax-related goals with their hopes and concerns for their loved ones. To this end, he incorporates a team approach, involving the client's financial advisors in the development and implementation of the plan where appropriate. He is also committed to the funding and follow-through elements to ensure that the client's planning will achieve its intended results.

He has counseled hundreds of clients in regard to their estate and small business planning, allowing them to

  • maintain control over their personal and financial affairs
  • assure the continuation of their lifestyles
  • protect their assets from excessive taxation and lawsuits
  • reduce their income, gift and estate taxes
  • preserve the value of their businesses
  • pass their values, responsibility and work ethic to family members, and
  • protect their estates from unnecessary expenses and administrative delays.

He also assists clients with real estate and commercial transactions, and the formation, administration, sale and transfer of small businesses.

Education

J.D., University of San Francisco School of Law, 1989
Vice President, Real Estate Law Society

B.S., Natural Resources Management, University of Alaska, 1981

Jurisdictions Admitted to Practice California, 1989
Nevada, 1990
U.S. Court of Appeals, 9th Circuit
U.S. Supreme Court
Professional & Bar Association Memberships

State Bar of California, 1989
Member, Trusts and Estates Section

State Bar of Nevada, 1990
Member, Probate and Trust Section

Washoe County Bar Association, 1991

Tahoe Truckee Bar Association, 1991
Past President, Vice President, Secretary and Trustee

Wealth Counsel LLC, 2002

Legal Specialties and Certifications

Certified Specialist, Estate Planning, Trust & Probate Law (State Bar of California), 2011

The Esperti Peterson Institute, Advanced Wealth-Strategist Planner, 2004

Non-Legal Activities
Family Photo Jim and his family enjoy living in North Lake Tahoe. They have structured their lives to enjoy the multitude of recreational opportunities that abound in the area.