Josh focuses his practice on estate planning, business succession planning, asset protection planning, and probate and trust administration. Josh works with clients in all aspects of estate planning and business succession planning by implementing wills, revocable and irrevocable trusts, generation skipping trusts, residence trusts, and private settlement agreements to modify trusts. He also assists clients with planning for estate tax, gift tax, and generation skipping transfer tax issues. Josh works with high-net worth individuals and families to create and implement a plan to achieve their unique goals.
Estate Planning
Trust Administration
Business Succession Planning
Probate Administration
Northern Kentucky University Salmon P. Chase College of Law, J.D., 2019, cum laude
Xavier University, BA, Political Science Major, Economics Minor, 2016
October 14, 2022 | Blogs
A Brief Recent History of Federal Estate Taxes Prior to the effective date of the Tax Cuts and Jobs ...