Biography

Joel has a broad corporate practice including income tax planning and business law aspects of business transactions, including business formation, operation, sale and merger of corporations, partnerships, limited liability companies, joint ventures and strategic alliances, as well as Section 1031 tax-deferred exchanges.  In addition, Joel represents company founders and other entrepreneurs on a broad range of personal planning matters, with an emphasis on wealth transfer and succession strategies.

Estate planning clients find Joel highly experienced in a broad range of estate planning matters, including estate taxation, retirement planning for qualified and non-qualified retirement plans, wealth preservation and wealth transfer strategies, asset protection planning, and planning for non-traditional families. Joel is also experienced in the creation and administration of a wide variety of trusts including revocable living trusts, irrevocable life insurance trusts, special needs trusts, family limited partnerships, family limited liability companies, asset protection trusts and charitable remainder trusts. Joel uses a team approach in the estate planning process, working with the client's accountants, insurance professionals, financial planners and other advisors.

Other Relevant Employment

Tax accountant, Peat, Marwick, Mitchell & Company, New Orleans, Louisiana, 1982-1984

Professional Affiliations

State Bar of Arizona
State Bar of Illinois
State Bar of Iowa

Education

J.D., DePaul University College of Law, 1985

B.S. in Accounting, Illinois State University, 1979

Admitted In

Arizona
Illinois
Iowa