Overview

An experienced estate planning attorney, Joseph is a frequent lecturer for the Boston Bar Association and the Rhode Island Bar Association on estate and long-term care planning issues and land conservation planning. His areas of practice include estate and income tax planning, business succession planning, land conservation planning, long-term care planning, probate and trust administration, special needs planning and real estate conveyancing.

Joseph often counsels clients on estate and income tax savings techniques including the most tax efficient ways which to transfer wealth and family businesses through multiple family generations. He also helps families preserve assets through advance planning for their long-term care needs. He frequently represents trustees and banks in their service as fiduciaries in the settlement of complex estates and beneficiary disputes.

Education

  • Roger Williams University School of Law (J.D., 1998)
  • University of Rhode Island (B.A., high distinction, 1995)

Admissions

  • Rhode Island
  • Massachusetts
  • New York
  • U.S. District Court, District of Rhode Island
  • U.S. District Court, District of Massachusetts
  • U.S. Tax Court
Representative Matters
  • Joseph recently assisted the beneficiaries of an estate with the liquidation and sale of their family business.
  • Joseph has assisted countless families with their estate, special needs and long-term care planning, helping them fine tune their plans to reach their goals and preserve assets.
  • Joseph has helped business owners transition their business interests and wealth to the next generation, achieving parity among beneficiaries while at the same time helping both parents and children avoid income and estate tax.
  • Joseph has handled the reformation of numerous trusts and removal and replacement of trustees before the court system and under the new Rhode Island decanting statute to achieve the intended result of the drafter of the trust for estate and long-term care planning purposes.
  • Joseph has represented numerous landowners in the negotiation of their land conservation easement planning. He has handled several of the largest land conservation acquisitions in Rhode Island.
Seminars / Publications
  • Sole presenter, The Future of Special Needs Trusts Under the Affordable Care Act, NBI, November, 2015.
  • Advanced Family Law, NBI, September 20, 2014.
  • Top Estate Planning Techniques, NBI, June 6, 2013.
  • Financial Planning Association of Rhode Island- Planning for Special Needs Beneficiaries, April 9, 2013.
  • Donors Remorse- Reversing 2012 Gifts, Boston Bar Association, February 22, 2013.
  • Estate Planning Update, Rhode Island Society of CPAs, January 19, 2012.
  • Sophisticated Probate Strategies, NBI, December 9, 2012.
  • Moderator, 2011 Rhode Island Estate Planning and Elder Law: A Review of New Federal and State Estate Tax and Medicaid Qualification Changes, Rhode Island Bar Association Annual Meeting, June 8, 2011.
  • “Don't let Taxes Decide your Business' Future,” Providence Business News, June 15, 2009.
  • “Long-term Care Planning Essential in Tough Times,” Providence Business News, November 17, 2008.
  • Rhode Island Forest Conservator’s Organization, Inc, Seminar, December 12, 2011.
  • Fundamentals of Trust Administration, NBI, February 10, 2010.
  • Demystifying Asset Protection Vehicles, NBI, April 17, 2008.

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Honors
  • Selected by his peers for inclusion in The Best Lawyers in America® in the field of Trust & Estates in 2013-2017.
  • Recognized as a “JD Supra Top Author” in the JD Supra 2017 Readers’ Choice Awards.
  • Named by Rhode Island Monthly and Rhode Island Business Quarterly as a “2011- 2014 Five Star Wealth Manager.” Fewer than seven percent of the wealth managers in Rhode Island were selected for this award, according to Rhode Island Monthly Magazine.
  • Selected as a 2014 - 2015 Rhode Island Super Lawyer and as a Rhode Island Rising Star 2011–2013 by the publishers of Super Lawyers.

JRM

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Professional Affiliations
  • National Association of Elder Law Attorneys – Member of Massachusetts Chapter.
  • Professional Affiliate Member (PAM), Rhode Island Society of Certified Public Accountants.
  • Member, Rhode Island Bar Association.
  • Member, Boston Bar Association.
  • Member, Rhode Island Bar Committee on Probate and Trusts.
  • Member, Rhode Island Estate Planning Council.
  • Member, Past Member Rhode Island Foundation, Professional Advisory Council.
  • Member, Board of Governors, Catholic Foundation of Rhode Island.
  • University of Rhode Island Alumni Association, Board of Directors, Finance Committee.
In the Community
  • Rhode Island Planned Giving Council.
  • Board of Directors, The James L. Maher Center.
  • Newport County Council of the Arts, Board of Directors.
  • Little Compton Community Center, Board of Directors (1997-2007).
  • Little Compton Agricultural Conservancy Trust, Vice Chairperson (1998-2007).
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