Josh helps clients make decisions that have a lasting impact on their families and businesses. A seasoned attorney and chair of the Estates & Trusts Practice Group, he is both a counselor and a protector of his clients’ assets. He advises them on estate and income tax planning; the preparation of wills and trusts; durable powers of attorney; health care proxies, and fiduciary administration. He also provides counsel to businesses on tax and succession planning, general corporate governance, and achieving tax efficiencies.
Whether he is drafting a will or creating a corporate succession strategy, Josh believes that each client deserves the best representation. Establishing a legacy for future generations is both a privilege and a responsibility, one that requires sensitivity and trust. His motto? Go to sleep every night knowing that you did the best you could today. His dedication, superior understanding of the law, and genuine concern for clients makes him a trusted advisor now, and for years to come.
Josh is a frequent lecturer at numerous organizations including the National Business Institute, universities and other educational institutions, adult education programs, financial planning organizations, alumni groups, and community organizations.
PROFESSIONAL AND COMMUNITY INVOLVEMENT
Josh is a member of the Estate Planning Council of Rochester, and the Monroe County and New York State Bar Associations.
AWARDS AND RECOGNITIONS
Josh was named a 2017 New York Super Lawyer Rising Star, and a 2010 Pennsylvania Super Lawyer Rising Star. The Super Lawyer group represents the top 5% of attorneys in Upstate New York who have attained a high degree of peer recognition and professional achievement.