Joseph is an experienced attorney, focusing on planning and administration of trusts and estates. He represents clients in a variety of complex trust administration and probate matters and has drafted wills, durable powers of attorneys, advanced health care directives, revocable living trusts, special needs trusts, and other estate-planning instruments. Joseph is dedicated to counseling clients and providing a personalized approach to wealth preservation and legacy planning.
Formerly, in his solo practice, Joseph presented on estate planning at Berkeley City College and in numerous networking groups. In a previous role, he advised Lloyd’s of London insurance syndicates on a wide range of professional liability matters, including intellectual property and privacy disputes.