Joey is an experienced estate planning attorney who provides guidance to individuals, multigenerational families, family offices, and professional fiduciaries on a broad range of planning and tax matters, helping them achieve their family, business, and charitable objectives. Joey’s practice includes estate and gift planning, income tax planning, charitable giving, probate and trust administration, fiduciary representation, and nonjudicial dispute resolution. In addition, Joey prepares gift and estate tax returns for his clients.
Joey endeavors to understand the priorities and values of his clients in developing strategies that accomplish their goals, including the efficient transfer of generational wealth, legacy preservation, charitable giving, business succession, and asset protection. He thrives working in a team environment with his clients, their families, and other trusted advisors to provide the highest quality estate planning services.
As a member of the East King County Estate Planning Council, the Estate Planning Council of Seattle, and the Overlake Foundation Planned Giving Council, Joey is an active member in the planning community.
Education
- New York University School of Law, LL.M., Taxation, 2013
- University of Oregon School of Law, J.D., 2010
- Santa Clara University, B.S., Political Science, cum laude, 2007
Bar & Court Admissions
- Washington
- Oregon
- Professional Recognition
- Professional Leadership
- Publications
- Presentations
- Community Involvement
- Related Employment
- Recognized by Best Lawyers: Ones to Watch for Trusts and Estates, 2024-2025
- Oregon State Bar, House of Delegates, Member, 2015-2018
- Perkins Coie, LLP 2014-2025
- Deloitte Tax LLP, Seattle, WA, Tax Consultant, 2013-2014