James M. Iseman, Jr.

336.714.4166
100 N Cherry St, Suite 600
Winston-Salem, NC 27101
jiseman@belldavispitt.com
Email Jim
James M. Iseman, Jr.

Jim focuses his practice on business and corporate work with an additional concentration in tax law.

Jim has practiced law in Winston-Salem for almost 40 years. Jim began his legal career with the predecessor firm to Kilpatrick Stockton, LLP. In 1992, he and another partner organized and managed their own firm, which grew to 12 attorneys in a few years. Jim joined Bell, Davis & Pitt in 2006.

Jim’s principal areas of practice are:

  • Assisting business clients in organizational, tax, contractual, transactional, and commercial legal matters related to the formation and operation of such client’s business, including mergers and acquisitions
  • Providing services and counsel in personal and commercial taxation, general estate and trust planning, and estate probate matters.

Jim has participated in many local community activities, including Rotary Club and church service. His professional activities have also included teaching and writing for legal education courses and serving as an adjunct professor at the Wake Forest University Babcock School of Management.

Jim grew up in a small town, Rockingham, North Carolina. His wife was his high school sweetheart and a public school teacher for 30 years. They married in 1973 and, after law school, moved to Winston-Salem where they raised two children — one, a poet who now publishes a poetry magazine, and the other, an actor-musician at heart but now a successful businessman in New York. Jim enjoys spending time with his family (including a granddaughter who lives nearby), relaxing at the beach, playing golf, and being a devoted Duke Blue Devil.

Education

Duke University (B.A., summa cum laude, 1974), Phi Beta Kappa

University of North Carolina (J.D. with Honors, 1977), Board of Editors, North Carolina Law Review and Order of the Coif

Bar & Court Admittance

1977, North Carolina

United States Disctrict Court for the Middle District of North Carolina

Fourth Circuit Court of Appeals

United States Tax Court

United States Court of Claims

Professional & Community Activities

Present

Business Law, Estate Planning, and Tax Professional Sections, North Carolina Bar Association

Winston-Salem Estate Planning Council

Tax chapter, Brender’s Federal Tax Service 

Member, Centenary United Methodist Church

 

Past

President, Young Lawyers Division, Forsyth County Bar Association

Wake Forest Planned Giving Council 

Former president, Centenary Child Care Center, Centenary United Methodist Church

Prior involvement with PTA, soccer, YMCA, youth sports and Rotary Club

Awards

Business North Carolina magazine Legal Elite in Tax Law/Estate Planning (2008)

Business North Carolina magazine Legal Elite in Business Law (2007)

Best Lawyers in America® in Business Organizations, Tax Law, Trusts and Estates (2015-2018)

AV® Preeminent ™ Rating, Martindale-Hubbell

Representative Experience

Worked with a Nevis company in organizing several offshore, asset protection trusts and in forming several Nevis limit liability companies over the last 15 years

Assisted client with a management takeover; later involved in the expansion of that business in 10 states in the southeastern U.S.

Assisted and counseled a German client in developing and implementing U.S. business operations, which now are a multi-million dollar consumer product and pharmaceutical business

Represented foreign clients from Germany, Switzerland, United Kingdom and Argentina in their U.S. business transactions.

Represented a taxpayer in an IRS tax assessment case. His due diligence, after the client died, uncovered an IRS mailing error and, at trial, that discovery resulted in a reversal of the assessment and court awarded attorney’s fees

My husband and I have loved working with Jim Iseman over the last 30 years. His financial, business and tax wisdom combined with an easy going manner, has helped us navigate a variety of complex situations. I have great confidence in Jim’s ability to handle any legal problem that should arise. In addition, I know that Bell, Davis & Pitt is comprised of top notch lawyers and community minded individuals.

-Margaret S.