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Joe Blumberg works with clients to proactively solve estate planning and tax issues. His experience is focused in sophisticated trust and estate planning and administration, as well as tax-efficient strategies for the transfer of assets to future generations. As a former newspaper journalist, Joe prides himself on the ability to translate complex subjects into what matters most to clients.
Joe regularly assists clients with establishing trusts and dealing with a variety of business, investment and family issues. Joe works closely with family business owners to develop exit strategies or to plan for the next generation of ownership. In addition to creating and managing family trusts and investment companies, Joe has modified and decanted irrevocable trusts to adapt to changed circumstances, and helped families establish charitable foundations.