James A. List is an estate planning and business attorney who represents individuals, families with disabled members and mid-Atlantic companies. He prepares business continuation and succession plans for corporate clients, and coordinates retirement and estate plans for individual stockholders. List specializes in asset protection planning, special needs trust planning, business entity formation, tax planning, charitable gifting strategies, business succession planning, real estate, and trust and business litigation, among other services.
Prior to starting his own practice, List was a partner in the wealth management and corporate departments of Miles & Stockbridge P.C. from 2004 to 2007, and in the corporate department of Hodes, Pessin & Katz P.A. from 2001 to 2004. He operated a boutique firm, Law Offices of James A. List P.A., which served technology, marketing, medical, manufacturing and construction companies from 1985 to 2001. In 1995, List served as in-house counsel for defense contractor General Services Engineering. Previously, he worked for Maryland National Bank as the portfolio manager for retirement products, after serving as a marketing research analyst, a senior telecommunications analyst and an information systems analyst.
List serves on the boards of two Maryland organizations, in addition to serving the community in other roles. He served as Treasurer of the Ward Museum from 2015-2017 and continues as a Director. In 2017, List was elected as a Director to the United Way of the Lower Eastern Shore. List served as a board member and officer of The Arc of Baltimore from 2006 -2016, and is a Director Emeritus. Previously, he served on the board of The Red Devils, which supports breast cancer families, for which he chaired the organization’s annual fundraising in 2006 and 2007. In addition, List was an instructor and panelist for the Judicial Institute Business and Technology Case Management Program in 2003 and 2004. He produced and regularly spoke the WBAL radio show “Maryland Business Review” in 2002 and 2003.
List frequently lectures about legal topics including business continuation planning, special needs trusts, estate planning, risk management, charitable gifting and long-term care. He has spoken at events for companies including M&T Bank, Legg Mason, various Arc chapters, Chesapeake Financial Group and the American Red Cross. In addition, List wrote “A Layperson’s Guide to Estate Planning” in 1998 and updated it in 2001, 2004, 2008, 2013 and 2017, when he finished the sixth edition.
List is a member of various Bar Associations, the Ocean City and Salisbury Chambers of Commerce, and Professional Partners of the Eastern Shore.
List earned his J.D. from the University of Baltimore in 1985. He graduated cum laude from the University of Maryland, Baltimore County, with his bachelor’s degree in 1981.