Joe thinks outside the box to resolve estates, trusts and tax controversies – often before they start.
For more than 20 years, Joe has guided clients through both proactive planning and dispute resolution concerning trusts, estates and related property interests.
Joe is familiar with the distinctive and ever-changing challenges of settling final affairs. He regularly advices clients on estate planning, and prepares their necessary documents. He has extensive knowledge of planning requirements for spouses with children from prior marriages. Administering trusts and estates, including probate matters, is another service Joe provides. Clients appreciate his resourcefulness in working with banks and trust departments to avoid litigation and mediate favorable solutions.
In addition, Joe advises on tax preparation and represents clients before the Internal Revenue Service (IRS) on audits, appeals, petitions and collections. Clients trust Joe's extensive background in dealing directly with the IRS when they face the complications of unfiled income tax returns and in reaching creative and equitable settlements for outstanding tax liabilities, trust fund recovery penalty assessments and audit appeals.