ArticlesJoe has authored numerous articles on trust and estate matters and his articles have appeared in:
- Trusts & Estates magazine
- Estate Planning magazine
- New Jersey Lawyer
- Unique Homes
Joe has lectured frequently on estate planning for leading organizations including:
- New York City Bar Association
- New York State Bar
- New Jersey Institute for Continuing Legal Education
- New Jersey Society of Certified Public Accountants
- Princeton Bar Association
“The Beneficiaries’ Dilemma: controlling the spiraling cost of wealth management,” Wealth Management.com, https://wealthmanagement.com/high-net-worth/beneficiaries-dilemma?page=1
“Planning Trust Administration to Avoid Conflict,” with Patricia Angus, co-author, Trusts and Estates
“95 Theses for Managing Your Wealth,” with Elizabeth P. Anderson, co-author, published as White Paper by Beekman Wealth Advisory, LLC, http://beekmanwealth.com/wp-content/uploads/2013/01/95-Theses-for-Managing-Wealth1.pdf
“New York State Significantly Changes its Estate and Gift Tax Regime: It may be necessary to re-evaluate current plans,” with Adam Osterweil, co-author, http://wealthmanagement.com/estate-planning/new-york-state-significantly-changes-its-estate-and-gift-tax-regimes
“Reasonable Compensation: Florida court considers whether the “lodestar” method applies to determine trustee fees,” Trusts and Estates
“Estate Planning Shades of Grey: Giving discretion to a trustee may be more complicated than you think,” http://wealthmanagement.com/estate-planning/estate-planning-shades-grey
“Income Conundrum: An elusive concept, subject to changing interpretations,” http://wealthmanagement.com/estate-planning/income-conundrum
“Defining the Estate: Why Do You Ask?” http://wealthmanagement.com/app-exclusive/defining-estate-why-do-you-ask
“Sonnabend Case Settles: Rauschenberg eagle lands tax free,” http://wealthmanagement.com/taxes/sonnabend-case-settles
“IRS Issues Draft Form 706,” http://wealthmanagement.com/estate-planning/irs-issues-draft-form-706
“Spousal Access Trust Makes Use of Enlarged Gift Tax Exemption,” Estate Planning
“The Value of Unsalable Art: In Estate of Sonnabend, a golden eagle creates some major complications.” http://wealthmanagement.com/estate-planning/value-unsalable-art
“Playing Ball with Survivor Benefits: Jose Lima’s descendants must now step up and take their cuts.” http://wealthmanagement.com/wealth-planning/playing-ball-survivor-benefits
“The ‘TEA’ Factor: How Much Appreciation Must Occur for a Gift to Provide Estate Tax Savings Greater Than Income Tax Costs?” Trusts and Estates.
“Tax on Phantom Tax – Practitioners in Decoupled States Beware,” Trust & Estates.
“Intent, Process and Liability in Estate Planning,” New Jersey Lawyer, The Magazine, No. 210.
“Inter-Vivos Transfers of Closely Held Business Interests,” Advanced Estate Planning seminar materials, with Hume Steyer, Esq., as co-author, New York State Bar Association.
“Interests in Closely-Held Businesses,” Estate Planning and Will Drafting seminar materials, with Hume Steyer, Esq., as co-author, New York State Bar Association.
“Blitzkrieg on Family Businesses: Planners Should Review Transactions Involving Closely-Held Businesses in Light of Section 2036(c),” Trusts & Estates Magazine.
“Estate Planning for Residential Property,” with Ira Lustgarten, Esq., as co-author, Unique Homes.
“Poorly Conceived Statute Bad for Business: Section 2036(c) Creates Disincentives for Younger Generations,” Trusts & Estates Magazine.
Report on Proposed Technical Corrections to the Generations Skipping Transfer Tax, primary author, Committee on Trusts, Estates & Surrogates’ Courts, Association of the Bar of the City of New York.
“Grantor Lead Trusts: New Tax Savings Under the 10 Percent Tables, ” Trusts & Estates Magazine.
