Joshua has built his practice on the premise that sophisticated estate planning requires understanding people as much as it requires understanding the law.
Long before plans are mapped or structures chosen, he takes time to learn what matters to the families and business owners he works with—their family dynamics, business interests, values, and long-term goals. That orientation toward the personal is what drew Joshua to trusts and estates law, and it continues to shape every engagement.
He advises business owners, corporate executives, private equity principals, and other high-net-worth individuals on sophisticated estate planning and wealth transfer strategies, as well as the administration of estates and trusts. His clients turn to him for guidance on the issues that matter most to families with significant assets: minimizing estate and gift tax exposure, preserving wealth across generations, navigating business succession, and maintaining family harmony through thoughtful planning.
He also advises clients on the stewardship and transfer of legacy assets that carry both financial and emotional significance—including closely held and family-owned businesses, and “heirloom” family real estate—where the stakes extend well beyond balance sheets.
Clients value Joshua for his ability to translate technically complex strategies into clear, actionable guidance. They understand the structures being proposed, the risks being weighed, and the decisions being made—and they move forward with confidence because of it.
Sophisticated Transfer Planning for Private Company Profits Interests
Represented an executive of a private company in the transfer of profits interests to trusts established for his children using advanced estate planning strategies. Joshua navigated complex valuation and tax challenges arising from vesting restrictions, subordinated economic rights, and Chapter 14 considerations, ultimately structuring a creative planning solution that enabled the transfer of substantial value for a transfer tax cost equal to a fraction of what was transferred.
Pre-Sale Estate and Charitable Planning for Business Owner
Advised a business owner in advance of the sale of his company on a coordinated estate and charitable planning strategy designed to maximize wealth transfer opportunities and minimize tax exposure. Joshua structured gifts of company interests to trusts for the client’s children and helped establish a charitable giving vehicle funded with company shares to reduce income tax liability and create long-term philanthropic flexibility. He worked closely with the client’s accounting team and financial advisor to develop and implement an integrated, tax-efficient plan ahead of the liquidity event.
Business Succession and Heirloom Property Planning
Advised a business owner with no immediate heirs on a comprehensive succession strategy for the future transition of his company and family legacy assets. Joshua evaluated multiple succession pathways, including a third-party sale, insider transaction, and ESOP transaction, helping the client assess the legal, financial, and practical implications of each option. He also developed a governance and management framework for the family’s multigenerational coastal property in Massachusetts, addressing long-term funding mechanisms, use rights, and operational guidelines designed to preserve both the property and family harmony for future generations.
Education
- JD, Suffolk University Law School
- BS, cum laude, University of Massachusetts, Amherst
Bar Admissions
- Massachusetts
- Rhode Island
Game Day Traditions
A devoted New England sports fan, Joshua rarely misses the chance to cheer on Boston’s teams. Whether it’s hockey, football, or baseball, some of his favorite moments are spent watching games with his sons and sharing in the excitement of another Boston sports season.
Puzzle Solver
Joshua enjoys puzzles, crosswords, and other brain games that give him the chance to unwind while keeping his mind sharp.
At Home with Family
Some of Joshua’s happiest moments are the everyday ones spent with his family. Outside the office, he enjoys making memories with his wife, Stephanie, their sons, Kingston and Carter, and the family’s dog, Benny.
