James "Jim" Ballerano represents business owners, executives, entrepreneurs, retirees and families in their estate planning and wealth preservation matters. He works with clients to accomplish the preservation and efficient transfer of their wealth, including advising and assisting clients in estate planning and the administration of estates and trusts.
Jim also advises individuals and entities, including family offices, in the acquisition, management, improvement, financing and disposition of real estate holdings. In relation to these matters, he assists clients with strategies to address their needs and to resolve any issues that may arise.
Jim is actively involved in leadership positions in the community and his church. Currently, he is Director Emeritus and Past President of the Greater Boca Raton Estate Planning Council; and an Executive Board Member and immediate past president of the Boca Raton Historical Society & Museum. He serves on the professional advisory committees of the Boca Raton Museum of Art, the Community Foundation of Palm Beach and Martin Counties, the George Snow Scholarship Fund, the Jewish Federation of South Palm Beach County, the Anti-Defamation League and the United States Holocaust Museum. Jim is a member of the South Palm Beach County Estate and Tax Roundtable and the Delray Beach Estate Planning Roundtable. He is an active steward at St. Mark Greek Orthodox Church, a member of The Archbishop Iakovos Leadership 100 Endowment, and is the Hospitaller and Knight of the American Priory, Florida Commandery, Order of St. John of Jerusalem, Knights Hospitaller, Malta.
South Palm Beach County Estate and Tax Roundtable
Delray Beach Estate and Tax Roundtable
Boca Raton Historical Society, Board of Directors, Executive Board Member and Immediate Past President
Hospitaller and Knight of the American Priory, Order of St. John of Jerusalem, Knights Hospitaller, Malta
Boca Raton Museum of Art, Professional Advisory Committee
Community Foundation of Palm Beach and Martin Counties, Professional Advisor Network
George Snow Scholarship Fund, Professional Advisory Committee
Jewish Federation of South Palm Beach County, Professional Advisory Committee
Anti-Defamation League, Professional Advisory Committee
United States Holocaust Museum, Professional Advisory Committee
St. Mark Greek Orthodox Church, Liturgical Choir, former Parish Council President
Rod & Gun Club of Florida, Field Events Chairman
The Schmidt Family Center for the Arts, former Vice Chair, Board of Directors
Boca Raton Symphonia, former Member, Board of Directors
Delray Beach Chamber of Commerce, Chairman’s Circle