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Overview

Josie counsels families, businesses and tax-exempt organizations on a wide variety of tax plans.

Josie designs and implements individualized estate and succession plans to minimize income, gift, estate and generation-skipping transfer taxes. Applying her background in accounting, she offers sophisticated estate planning techniques such as irrevocable life insurance trusts (ILITs) and sales to intentionally defective irrevocable trusts (IDITs). Josie works with families and businesses of all sizes on customized core estate planning documents, such as:

  • Wills and living wills
  • Revocable and irrevocable trusts
  • Financial and medical durable powers of attorney
  • Healthcare declarations
  • Qualified spousal trusts
  • Life insurance trusts
  • Gift, family and dynasty trusts
  • Qualified personal residence trusts
  • Discretionary trusts
  • Asset protection trusts

Josie also helps organizations throughout the country establish and maintain 501(c)(3) tax-exempt status, ranging from public charities for illness awareness to private foundations for professional athletes. She counsels nonprofits and board members on fiduciary duties and annual operations, such as the need to provide minutes and contribution receipts, and filing annual Internal Revenue Service (IRS) forms.

Josie devotes significant time to Husch Blackwell’s pro bono efforts, representing indigent clients with estate planning needs and advising small nonprofits and charitable foundations on their formation and filing requirements.


Industry

Services

Education

  • J.D., Wake Forest University School of Law
    • CALI Academic Excellence Award in Estate Planning
      CALI Academic Excellence Award in Taxation of Trusts & Estates
      Phi Alpha Delta Legal Fraternity
  • M.S., University of Notre Dame
    • Accountancy
  • B.S., University of Notre Dame
    • Accountancy

Admissions

  • Missouri
  • Illinois

Professional Associations and Memberships

  • Bar Association of Metropolitan St. Louis
  • Philanthropic Institute for Professional Advisors
  • The American Bar Association
  • The Illinois State Bar Association
  • The Missouri Bar
Experience

Wealth, Tax, Trust, and Estate Planning and Administration/Probate

  • Drafted trust and estate planning documents, including wills, revocable and irrevocable trusts, financial and medical durable powers of attorney, living wills, healthcare declarations, qualified spousal trusts, life insurance trusts, charitable remainder and lead trusts, family trusts, dynasty trusts, qualified personal residence trusts, discretionary trusts, generation-skipping trusts and asset protection trusts.
  • Prepared deeds in all 50 states to fund trusts and/or entities for estate, tax and/or corporate planning purposes.
  • Assisted clients with probate and trust administration.

Business/Corporate Planning

  • Formed entities, including limited liability companies (LLCs), corporations and partnerships on behalf of clients.
  • Helped clients devise effective and practical business succession plans.
  • Prepared purchase and sale agreements for transactions between family members and trusts.

Charitable Planning

  • Guided clients in forming charitable organizations, including private foundations, private operating foundations and public charities.
  • Counseled clients in obtaining 501(c)(3) tax-exempt status for charitable organizations.

Special Needs Planning

  • Advised clients on use of special needs trusts.
  • Prepared special needs trusts, testamentary special needs trusts, Medicaid payback trusts and other discretionary trusts.
Thought Leadership
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Outside the Office

When she is not working, Josie enjoys spending time with her husband, Ryan, and twin boys, Robbie and Rory. She’s also an animal lover and has three dogs, Cali, Lily and Gus, that keep her busy.