Chicago
Chicago
Joseph advises clients on all matters pertaining to the intergenerational transfer of wealth, including estate planning, succession planning, tax planning, trust and estate administration, audits, examinations, controversy avoidance and litigation. He also guides clients on the formation, governance and operation of private trust companies and family offices. His clients are located throughout the United States and include high-net-worth individuals and families, private trust companies, family offices, family office executives and large banks.
Recognitions
- Best Lawyers: Ones to Watch in America, Trusts and Estates, 2021-2026
Capabilities and Industries
Marchés Régionaux
Community
- Society of Trust and Estate Practitioners, Associate Member
- Probate and Estate Planning Section of the State Bar of Michigan
- Ad Hoc Committee to Revise Model Civil Jury Instructions Regarding Undue Influence, Member
- Awareness and Outreach Committee, Chairman
Credentials
Education
- New York University School of Law, Master of Laws in Taxation
- Michigan State University College of Law, JD, summa cum laude
- Ferris State University, summa cum laude
Admissions
- Illinois
- Michigan