Jim Eagar, Counsellor & Attorney at Law
Jim’s Background
I have a varied background that has given me
broad skills and experience in teaching, counseling, and problem solving. I have worked in ministry, in the active and reserve Air Force, and as an attorney. In the Air Force I have served as a chaplain and a judge advocate (attorney).
I recently retired from the Air Force Reserve as a Lieutenant Colonel
with over 33 years of service. I have earned advanced degrees in theology and law, serving on the law review staff at Lewis and Clark Law School in Portland, and publishing an article in the Gonzaga Law Review in Spokane, WA.
While active duty in the Air Force my
family and I lived in a number of locations including Colorado, North Dakota, Athens Greece, and Washington. After spending 14 years in the Portland area, my wife and I moved to the Rogue Valley in 2007 to enjoy the beauty and lifestyle of this area. We enjoy hiking and backpacking, and traveling to the redwoods and ocean.
Lanette and I have been married for 38 years, are best friends, have four children and
nine grandchildren.
Family Law Conflicts
For my first 10 years as an attorney, I focused my practice in the area of family law. I represented clients in divorces and custody
battles. I thought that my background in counseling and ministry would be a good fit, and
allow me to effectively help clients solve problems who were in tough emotional situations.
I soon learned that some of the
people involved in custody fights and divorces didn’t really care about the kids and didn’t want to reach reasonable settlements with the other side; it was really all about trying to hurt the ex. I found that some attorneys didn’t help much. Rather than providing a voice of reason and calming down their clients, they adopted their client’s nasty attitudes and acted rude and aggressive. Spouses bad-mouthed each other in court and while one side or the other may have won the battle for themselves in the short term, they lost the war for their entire family.
One time I had worked for months on a
nasty divorce case, and finally worked out a settlement that was
agreeable to both sides. But when it came time to sign the judgment,
my client refused! She didn't really want to settle the case,
but wanted to use the divorce to continue to hassle and hurt her
former partner. Enough was enough!
I knew I needed to make a change and
practice in a different area, but I hesitated. I had a lot of
experience and knowledge in family law and could make a good living.
I didn't want to start all over in a new area. However, the more I
thought about continuing to practice family law, the more depressed I
felt. Life was too short. There had to be a better way!
Estate Planning – Long Term Relationships
& Helping Families
I had always done some simple
estate planning as a part of my practice, and I realized it was an
area I really enjoyed. However, the “normal” model of estate planning
seemed to be one where the attorney is in the business of selling
documents. After only an hour or two of counseling, the attorney
produces a somewhat cookie-cutter word-processed document. The plan is
never funded or updated, and when the client dies, the trust must be
settled (costing the survivors) and the unfunded property must be
probated (costing the survivors even more). Traditional estate plans
often don’t work the way the clients intended, and attorneys make a
lot of money selling documents and probating estates.
In addition, most estate plans do not
focus at all on the transfer of non-financial wealth, such as life
memories, experiences, and wisdom. People die and leave
beneficiaries money, but their life wisdom dies with them.
Beneficiaries inherit items that were of great value and meaning to
the deceased, but since the inheritors don't know the stories that
give the items their meaning these items are often considered "junk,"
to be sold or given away.
This
didn’t seem like it helped people much, but then I found a better
option. I learned about the National Network of Estate Planning
Attorneys. They had come up with a different way of doing estate
planning, one that really worked to help clients, and focused on
results, using the Three Step Planning Strategy™. Their process starts
out with free education for the clients, and they spend hours
counseling with clients to learn about them and their families. They
talk about planning options most clients never knew existed, help the
clients to make informed choices, and produce custom and highly
personalized documents designed to achieve those values and goals.
They professionally fund trusts and have a formal update and
continuing education plan to ensure funding is kept up to date and
changes in the client’s values or family or the law are reflected in
the documents. When the client becomes disabled or dies, they are able
to work with the survivors at a substantial savings in cost because
the estate is already organized.
I’m excited about being able to help my
clients effectively transfer both their financial and nonfinancial
wealth, and to establish long-term caring relationships with my
clients and their families. I’ve implemented my own version of the
Three-Step Planning Strategy, which I call the LegacyBuilder Planning
Process™. I love to teach, and enjoy helping people to achieve their
goals. I appreciate the excellent legal/technical training I have
received from the National Network of Estate Planning Attorneys, the
continuing education I receive on cutting-edge developments in estate
and legacy planning, and the ongoing support I receive from colleagues
never further away than an email or phone call.
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