Joshua counsels successful individuals and families in all matters related to preserving, enhancing, and transferring family wealth. He helps clients pass their wealth to the next generation through the use gifts that leverage their gift tax exemptions, including gifts of business interests and other illiquid assets, as well as non-gift transfers such as sale transactions and grantor retained annuity trusts (GRATs), among other techniques. Joshua also advises family offices on issues related to their structure, governance, succession and management.
Joshua is a graduate of the University of Massachusetts Amherst, cum laude, and he received his law degree, cum laude, from Suffolk University Law School. He is licensed to practice law in Massachusetts and Rhode Island.
In addition to helping clients navigate through complex estate planning and administration matters, Joshua is a frequent author and speaker, both locally and nationally, on estate, trust and tax related topics.
