Joe is counsel to the Trusts & Estates, Tax & Tax Controversy and the Wealth Preservation & High Net Worth Planning practice groups. He has more than 30 years of experience in the practice of the law of trusts and estates. Joe is an expert in general estate planning, personal tax planning, tax planning for life insurance and charitable trusts, estate tax motivated partnership, and asset planning, protection and restructuring. His practice embraces all aspects of estate planning with an emphasis on the development of sophisticated plans for high net worth individuals. It includes the preparation of complex wills, trust agreements, partnership agreements, shareholder agreements and related instruments.
Joe is an expert in probate law, estate administration, estate and gift tax law and procedure, and post mortem estate planning for estates of all sizes, including very large estates. Joe has also represented numerous major financial institutions in estate and trust administration matters, including estate tax and gift tax audits and general counseling of clients in all phases of the administration of decedents’ estates.As global business increases and the firm’s practice grows, Joe’s estate planning practice has grown to now encompass doing estate planning for U.S. citizens living abroad or having foreign trusts or corporations, as well as advising foreign nationals on estate tax aspects of their U.S. assets.
Joe has lectured extensively on trusts and estates matters in the United States, Europe and in Israel. From 1978 through 1980, Joe was an Adjunct Assistant Professor at New York Law School.
While a student at the New York University School of Law, Joe was a staff member and later an editor of the Law Review. He spent his first two years after law school at the Appeals Division of the Legal Aid Society of New York City, and eventually moved his practice to Meltzer Lippe after spending 16 years at a large, prestigious, Park Avenue law firm, where he was a partner concentrating in estate planning and estate administration.