Education
Boston University School of Law
- LL.M. Taxation, 1999
Vermont Law School
- J.D., cum laude, 1998
- Vermont Law Review, Managing Editor
- Vermont Academic Excellence Award
Old Dominion University
- B.A., 1994
- Political Science
Bar and Court Admissions
- Commonwealth of Massachusetts
Practice Focus
Josh concentrates his practice in tax law, estate planning and administration, elder law, and probate. Josh is particularly able to consider a wide variety of issues and distill a plan for his client that is both understandable and manageable.
Notable Experience
Josh has successfully represented clients before the Internal Revenue Service on income and estate tax audits; the Department of Medial Assistance on Medicaid appeals; and, in disputed Probate Court litigation.
In a recent Medicaid planning case, Josh developed and implemented a plan that qualified the client for Medicaid, allowed for the successful transfer of over a hundred thousand dollars, and saved significant capital gains tax for the client and her family.
Background
Joined the firm in 2005
Tax, trusts, and estates lawyer since 2000
Interned with IRS Office of Appeals
Community Activities
Co-owner England's MicroCreamery, Haverhill, MA
Professional Activities
- Boston Bar Association (Trusts & Estates Section);
- Massachusetts Bar Association
- National Academy of Elder law Attorneys
Publications
Massachusetts New Medicaid Legislation, Massachusetts Section Review, Vol. 6 No. 2 (2004);
Lorman Education Services on “Recent Changes in Medicaid”