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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
Thought Leadership
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Seminars
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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.