James (Jim) R. Willey

Attorney | Indianapolis

Phone: (317) 977-1409
| Fax: (317) 633-4878

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About James

Jim Willey is a corporate tax attorney who advises non-profit hospitals, health systems and private nonprofit colleges and universities on corporate governance, business transactions, tax planning and strategic affiliations.

With more than 30 years of experience, he serves as a trusted advisor to health care clients nationwide, guiding affiliations and organizational changes that support long-term growth and operational alignment.

Jim’s practice includes:

  • Advising a wide variety of non-profit and for-profit clients on the structure of complex transactions involving mergers, acquisitions, reorganizations, joint ventures, divestitures and other strategic affiliations to minimize tax consequences;
  • Counseling on corporate governance, compliance and organizational structure;
  • Guiding clients on tax-exempt status, including formation, maintenance and related tax considerations;
  • Supporting complex corporate transactions involving health care providers and affiliated organizations; and
  • Advising on the structuring and formation of nonprofit and taxable entities, including subsidiaries, single-member LLCs and integrated delivery networks, in connection with complex affiliations and reorganizations.

EDUCATION

Hanover College, B.A., cum laude - 1987

Indiana University Robert H. McKinney School of Law, J.D. - 1995

ADMITTED TO BAR

  • Indiana - 1995
  • U.S. District Court, Northern & Southern Districts of Indiana - 1995
  • Indiana State and U.S. Tax Courts - 1995

memberships

  • American Health Law Association
  • Healthcare Financial Management Association
  • Indiana State Bar Association

Experience

  • Business Development Officer, Merchants National Bank – 1987 – 1992

Civic Involvement

  • Saint Mary-of-the-Woods Board of Trustees - 2022 – Present

Representative Experience

  • Lead counsel for an ophthalmology group practice in sale to a private equity-backed enterprise. Granted the owners an interest in the buyer’s MSO and buyers employed all providers.