Practices
Industries
Value-Added Services
Developing innovative pricing structures and alternative fee agreement models that deliver additional value for our clients.
Advancing professional knowledge and offering credits for attorneys, staff and other professionals.
Helping clients respond correctly when a crisis occurs.
Providing our clients with legal, strategic, and practical advice to make transformational changes in their organizations.
Leveraging law and technology to deliver sound solutions.
Delivering seamless service through partnerships across the globe.
Leveraging leading-edge technology to guide change and create seamless, collaborative experiences for clients and attorneys.
Industry-leading conferences focused on affordable housing, tax credits, and more.
Providing actionable information to support strategic decision-making.
Teaming with clients to advance sustainable projects, mitigate the effects of climate change, and protect our planet.
Offering a range of investment management and fiduciary services.
Bringing together companies and investors for tomorrow’s new deals.
Offering fresh insights on cases that are delayed, over budget, or off-target from the desired resolution.
Courtroom-ready lawyers who can resolve disputes early on clients’ terms or prevail at trial before a judge or jury.
Creating positive impact in our communities through increasing equity, access, and opportunity.
Associate
Joshua counsels successful individuals and families in all matters related to preserving, enhancing, and transferring family wealth. Joshua also serves as trustee for several trusts and advises other fiduciaries in estate and trust administration matters.
I provide clients with sophisticated estate planning and estate settlement strategies that take advantage of tax minimization opportunities in a manner that is consistent with their values and objectives. In doing so, I work to understand each client’s family circumstances, financial circumstances, and their vision for the future, to ensure that their planning adequately addresses their needs. Such planning often involves working creatively to help clients transfer wealth during life to minimize gift and estate taxes. I also represent clients in the acquisition, management, preservation, and perpetuation of “heirloom” real estate, which many families consider their most precious asset.
In light of constantly changing family dynamics and tax laws, I emphasize flexibility to the extent possible, with the expectation that as circumstances evolve over time the ability to adjust a plan will be of paramount importance.
Massachusetts
Rhode Island
Suffolk University Law School, J.D.
University of Massachusetts, Amherst, B.S., cum laude
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