Joshua is an associate in the Private Client Services Department. He advises high-net-worth individuals and families on estate and gift planning by integrating wealth preservation techniques, lifetime gifting strategies and business succession planning.
Joshua drafts a wide range of documents, including wills and trusts, as well as insurance trusts, charitable trusts, dynasty trusts, grantor retained annuity trusts, spousal lifetime access trusts and intentionally defective grantor trusts. Additionally, Joshua frequently advises clients on Florida residency planning.
Prior to joining Proskauer, Joshua worked in the Tax, Trusts and Estates Department of a large national law firm focusing on estate planning for ultra-high-net-worth individuals and families.