- June 1, 2014
Josh is a senior associate and the newest member of the firm’s Wealth & Succession Planning practice. Josh brings significant experience in estate planning and administration for high net worth clients – corporate and individual fiduciaries, beneficiaries and heirs – as well as extensive probate experience, both administering estates and litigating trust and estate disputes, including will and trust contests, fiduciary claims, creditor claims, and contested guardianship matters. He also represents clients in Internal Revenue Service audits, administrative appeals and other judicial proceedings.
His significant income tax planning experience has had a particular emphasis on flow-through entity taxation. In particular, Josh was the designated associate assisting in researching issues and questions raised by attendees at the annual Flow-Through Taxation Seminars conducted across the US by Levun, Goodman and Cohen, his prior firm, a tax and estate planning boutique with a national practice. Additionally, Josh was responsible for assisting in updating the seminars on an on-going basis in light of changes in the law. The seminars were done in cooperation with the publisher CCH.
Josh received an LL.M. in Taxation from Northwestern University School of Law in 2011 and J.D. from Loyola University Chicago School of Law in 2005, earning a Certificate in Taxation. He received a B.A. in Economics from the University of Illinois Urbana-Champaign in 2002.
Prior to attending Northwestern to earn an LL.M. in taxation, Josh worked for six years as a civil rights/municipal defense attorney. During that time, he was primarily responsible for all phases of litigation for his cases, from initial pleadings to motion practice, discovery, bench and jury trials and appellate practice. Josh handled Section 1983 actions (false arrest, excessive force, due process, equal protection, etc.), employment actions, zoning actions, contract disputes, and insurance coverage disputes.