Overview

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. 

  • Experience

    • Served as lead counsel for a client’s sale of a family lumber company and commercial real estate.
    • Established new family office company to manage family’s real estate and investment activities, along with new family partnerships and limited liability companies to consolidate control of the assets and create tax efficiency.
    • Worked with the owner of an operating business to create voting and non-voting classes of stock, to allow the simplified transition of control to one child while allowing all children to share in the future profits of the company. Also implemented buy-sell provisions to put a system in place to allow the owner of voting stock to purchase other family members’ non-voting stock at its fair value after the owner’s death.
    • Decanted and merged family trusts to consolidate and simplify a beneficiary’s inheritance for non-tax reasons.  
    • Established a private family foundation to grant college scholarships to students based on their financial need.
  • Credentials

    Education

    • University of Missouri School of Law, J.D., 2012, cum laude
      Order of the Coif
      Missouri Law Review, Senior Note & Comment Editor
      Fred L. Hall, Jr. Award for Estate Planning & Taxation Planning
      William M. Howard Award for Legal Research & Writing
      John Sublette Logan Scholarship
    • University of Missouri School of Journalism, B.J., News-Editorial, 2003

    Bar Admissions

    • Colorado
    • Illinois
    • Missouri

            Professional Memberships

            • Chicago Estate Planning Council
            • Missouri Bar Probate & Trust Committee
          • Insights

            Other Publications

            • “2018 Key Trust & Estate Planning and Corporate Ownership Implications of the New Tax Law,” Perkins Coie Insight (Jan. 17, 2018)
            • “51 Flavors: A Survey of Small Estate Procedures Across the Country,” Probate & Property Magazine, Vol. 28, No. 4 (Jul./Aug. 2014)
            • “Ch. 7: Charitable Contribution Techniques and Planning,” (co-author) Missouri Estate Planning MCLE Deskbook, 3rd Ed., 2013 Supplement (2013)
            • “Pleading Panic: Pure Emotional Damages as ‘Sickness or Disease’ for Bodily Injury Claims,” 76 Mo. L. Rev. 867 (2011)

            Speeches & Presentations

            • “Small Estate Procedures: 50-state survey & MO recommendations,” CLE Presentation, Missouri Bar Annual Conference, Probate & Trust Section (May 2013)
          • Citizenship

            Pro Bono Activities

            • Worked with Chicago legal services organizations to offer free legal clinics to Spanish-speaking immigrants to provide powers of attorney and temporary guardianship documents to allow someone to care for their property and children in the event the parents would be detained or deported.
            • Served as court-appointed Guardian ad Litem for four Chicago siblings in a contested guardianship matter.
            • Created several nonprofit corporations and obtained 501(c)(3) recognition for arts organizations.