Josh assists clients with estate planning and family business needs.
As a member of the firm’s Private Wealth team, Josh sees his practice area encompassing many of life’s important milestones. A relationship-focused attorney who excels at working one-on-one and building rapport with clients, Josh is known for listening closely and creating customized strategies that will preserve hard-earned legacies.
Previously a touring singer and songwriter, Josh first took an interest in law while pursuing (and reclaiming) his rights when a record label asserted ownership of a song he had written and recorded. This experience showed him how important it is to understand the complexities of the law when protecting one’s interests and life’s work. A painstakingly systematic thinker, Josh approaches legal matters the same way he approaches writing a song: taking in information, applying rules, shaping language, and generating a well-formed product.
Josh partners with clients to develop estate plans, drafting wills, trusts, powers of attorney, and prenuptial agreements. He provides counsel on corporate matters—including sales and acquisitions of closely held businesses, entity formation, asset protection, and business succession planning—as well as on charitable matters such as nonprofit formation and 501(c)(3) approval. The plans and documents Josh creates for clients help ensure that they, their families, their businesses, and their legacies will be taken care of in the future.
Having grown up around a variety of family businesses, Josh understands the needs and value of closely-held enterprises. He sees the importance of supporting small business owners whose companies are integral to the community and local economy. He has a gift for simplifying complex legal matters, ensuring clients are confident in making the best choice available to them.
Known for his patience, systematic approach, and creative problem-solving skills, Josh is a thoughtful listener who provides balance and clarity in times of need.