James P. Plitz, often known as Jim, is a highly respected estate planning attorney based in New Albany, Indiana. Jim is a partner at the firm, focusing his practice in wills, trusts, probate and post-death administration. Born and raised in Central New Jersey, he embarked on a career path that would lead him to become a trusted legal advisor for many families.
Jim earned a B.S. in Accounting from the College of New Jersey, followed by an MBA with a concentration in Finance from Lehigh University. His academic pursuits laid the foundation for his early career in operations and project management with Ladenburg Thalmann, Prudential Insurance, and Travelers Insurance companies. However, he felt a calling to a career where he could directly help people, leading him to law school.
After graduating magna cum laude from Arizona Summit Law School and earning the second-highest score on the Arizona bar exam, Jim began his legal career. He is licensed to practice in Indiana, Kentucky, New Mexico, and Arizona. He spent over a decade at Morris Hall, where he learned extensive estate planning techniques and practices, helping over 1,000 families successfully plan and administer their estates. Through that experience, Jim found true satisfaction – proper estate planning helps families!
Jim believes in giving back to the community in which he works and lives. He is on the Board of Directors with Develop New Albany, is Vice-President of the Rotary Club of New Albany, and Secretary of the Floyd County Animal Rescue League. Jim recently was accepted onto the Board of Directors for the Community Foundation of Southern Indiana, and is beginning his second term as President of the Southern Indiana Estate Planning Council. He is also a proud member of the Metro Louisville Estate Planning Council.
Clients appreciate Jim’s knowledge, competence, and personable nature. They commend his ability to explain complex legal matters in everyday language and his genuine interest in their needs.
On a personal note, Jim is married to Heather. They have three sons, Scott, Aiden, and Remy, and four dogs, Lily, Sasha, Trust, & Will. They enjoy exercise, taking drives in their Jeep, and entertaining the neighborhood with their Halloween display.
In conclusion, Jim is not just an attorney; he is a dedicated professional committed to helping families navigate the complexities of estate planning. His work has earned him the trust and respect of his clients, making him a valued member of the New Albany community.
Our mission at Waters, Tyler, Hofmann & Scott, LLC, is to provide quality legal services for our clients in Indiana and Kentucky.
Our objective is to employ state-of-the-art technology in conjunction with a highly-informed staff of lawyers, paralegals and legal secretaries to provide clients maximum economy and efficiency while insisting on the highest standards of confidentiality and professionalism.