Joe is an experienced estate planning attorney who advises individuals, multi-generational families, family offices, and fiduciaries on a broad range of estate and tax planning matters in Washington, Oregon, and California. Joe counsels clients on their estate plans and tax efficient transfers of family wealth through gifts, sales, and other sophisticated wealth transfer strategies, including drafting and implementing intentionally defective grantor trusts, grantor retained annuity trusts, irrevocable life insurance trusts, and spousal lifetime access trusts.
Joe also assists clients with charitable giving through creation and ongoing operation of private foundations and various charitable trusts. In addition, Joe advises fiduciaries and beneficiaries in trust and probate administration matters.
Education
- Santa Clara University School of Law, J.D., 2015
- Santa Clara University, B.A., 2011
Bar & Court Admissions
- Washington
- Oregon
- California
- Professional Recognition
- Professional Leadership
- Publications
- Presentations
- Community Involvement
- Related Employment
- Perkins Coie LLP, 2023-2025
- Ramsbacher Prokey Leonard LLP, 2015-2023