Joan’s practice focuses in the areas of complex estate and business succession planning, estate and trust administration, retirement planning, charitable planning and gift and estate taxation. In conjunction with advising clients as to retirement planning, gifting, estate planning and charitable planning, she drafts estate planning documents, and administers estates.
What does Joan do for clients?
Joan’s clients include entrepreneurs, owners of closely held businesses, executives of public and private companies, corporate fiduciaries, estates, U.S. resident and nonresident aliens, and US citizens with property in foreign countries. When advising clients, she has found it essential to make sure that they understand the ramifications of the various options available to them; not simply the current and potential future tax savings, but the probable long-term non-tax impact on family members in the future. In addition, Joan has always felt a critical part of the process is to determine whether the client has the tolerance for the ongoing administration required by certain planning options. Joan’s clients consistently relate that she makes the planning process understandable and responsive to their needs.
How does Joan spend her free time?
Joan spends most of her free time with her family, enjoying hiking, biking and kayaking. She also fits in time horseback riding and her garden.
Rhode Island, Undergraduate
New York University, J.D.
Temple University, Master of Laws in Taxation
Pennsylvania Supreme Court
US District Court for the Eastern District of Pennsylvania