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Overview

As a member of the Private Wealth Advisory Group, Josie concentrates her practice in estate planning, estate and trust administration, and business succession planning for privately held businesses.

She has helped design and implement numerous plans to minimize income, gift, estate and generation-skipping transfer taxes that are associated with succession planning for individuals and privately held businesses. She is experienced in using sophisticated estate planning techniques, such as family limited partnerships (FLPs) and sales to intentionally defective irrevocable trusts (IDITs). She also develops core estate planning documents such as wills, revocable living trusts, financial powers of attorney and healthcare powers of attorney.

Josie also has experience in forming non-profit organizations and helping non-profit organizations with their annual operations, such as providing minutes and contribution receipts and filing annual Form 990s with the IRS to maintain tax-exempt status.

Josie works with a variety of clients, including family-owned business owners and farmers.


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

  • Heart of America Tax Institute, Committee Member
  • Kansas City Metropolitan Bar Association
  • The American Bar Association
  • The Illinois State Bar Association
  • The Missouri Bar
  • The Notre Dame Club of Kansas City