Joseph is a Certified Specialist in Estate Planning, Trust & Probate Law, State Bar of California Board of Legal Specialization. With over 20 years of practice experience, Joseph designs and implements effective wealth transfer planning strategies including revocable trusts, irrevocable life insurance trusts, GRATs, GRUTs, sales of assets to defective grantor trusts, charitable remainder and lead trusts, family limited partnerships, business succession planning, as well as significant trust administration and probate matters.
Prior to opening his own firm, Joseph practiced for five years with Best Best & Krieger in Indian Wells and nearly ten years with Morrison & Foerster LLP in the Los Angeles and San Francisco offices.
Specialties: Estate planning, estate and capital gains tax planning, multi-generational wealth transfer strategies, LGBT estate planning strategies, GRATs, sales to defective grantor trusts, charitable trusts, disclaimer strategies, probate, trust administration, family limited partnerships, business succession planning, domestic partnership agreements.
Joseph has helped thousands of clients prepare for unexpected life events through estate planning. The tools often include:
We pride ourselves on making this process simple and easy for you.
Joseph is an experienced lawyer in the field of proabte -- the complicated court procedure that governs the processing and distribution of estates subject to the supervision of a judge. The court formally appoints an executor who then inventories your assets, pays off your debts and distributes the balance, if any, to your heirs. This process can take from 6 months to several years to resolve in our local probate court.
Joseph is one of the most experienced estate planning lawyers in California's LGBT community. The issues faced by LGBT couples considering estate planning are unique, complex and require the experience of a specialist who is constantly following changes in the law. Over just the past few years, the estate planning landscape for gay and lesbian clients has changed dramatically. Joseph is a frequent speaker on these topics and has authored numerous articles for national organizations.