Mortensen, James D.

Lawyer Overview

Mr. Mortensen graduated with his Juris Doctor from Whittier Law School, Summa Cum Laude, and Utah State University with a Bachelor of Science in psychology and pre-law with honors. Mr. Mortensen is currently pursuing a Masters in Taxation from Chapman School of Law in Orange County, California. Mr. Mortensen is admitted to practice law in the United States Tax Court, and the Northern, Eastern, Central, and Southern Federal District courts of California, and all California state courts. He is a member of the American Bar Association, Los Angeles Bar Association, Orange County Bar Association, and is a licensed California Real Estate Broker. He was certified by Brain Bench as a Master of Financial Concepts, Financial Industry Knowledge, and Consumer Finance, and was a Licensed Securities Principal and Insurance Agent in Utah and Colorado. Mr. Mortensen specializes in business law, real estate law, tax law, and estate planning, and consults on civil litigation cases in Orange County and Los Angeles County.

Areas of Practice

• Estate Planning
• Probate & Estate Administration
• Trust Administration
• Trusts
• Wills
• Living Wills
• Powers of Attorney
• Pre & Post Nuptials
• Business Formation & Succession Planning
• Conservatorships
• Guardianships
• Uncontested Divorces

West Practice Categories

Estate Planning, Probate & Estate Administration, Trusts, Wills

Bar Admissions

• California
• U.S. Bankruptcy Court Eastern District of California
• U.S. Bankruptcy Court Central District of California
• U.S. Bankruptcy Court Northern District of California
• U.S. Bankruptcy Court Southern District of California
• U.S. District Court Eastern District of California
• U.S. District Court Central District of California
• U.S. District Court Northern District of California
• U.S. District Court Southern District of California
• U.S. Tax Court

Certification/Specialties

• Master, Financial - Concepts, Industry Knowledge & Consumer Finance, Brain Bench

Professional Associations and Memberships

• American Bar Association (Member)
• Los Angeles Bar Association (Member)
• Orange County Bar Association (Member)

Education

• Whittier Law School, Costa Mesa, California
  Juris Doctor
  Honors: summa cum laude
• Utah State University
  Bachelor of Science
  Honors: Pre-Law With Honors
  Major: Psychology

Address

8 Corporate Park
Suite 300
Irvine, CA 92606

Phones

(714) 573-7149

Faxes

714-573-9026

Emails

Contact Us

Websites

http://www.ocestateplanning.net
http://www.ocprobate.net