Joe’s philosophy is to provide prompt and personal individual attention to each and every client. He strives to understand each client’s needs and to provide positive outcomes based on those needs. Joe is also a Certified Public Accountant and Licensed Pennsylvania Realtor which gives Joe the ability to provide his clients with different perspectives on their issues.

Notable Representations

• Advises numerous families in regard to wealth transfer strategies, including the creation of Charitable Remainder Trusts, Private Foundations, Grantor Retained Annuity Trusts, Irrevocable Life Insurance Trusts, Limited Partnerships, and Qualified Personal Residence Trusts.
• Represents numerous entities with various real estate projects including the feasibility of projects, as well as financing and governance issues.
• Acts as General Counsel to major center city law firm.
• Serves as Executor and Trustee for numerous families.
• Negotiates and resolves disputes between family members of complex Estates with significant assets.
• Created and structured a Limited Partnership for the purchase of valuable real estate providing significant Estate Tax savings.
• Successfully assisted business owner with the sale of multi-million dollar business.
• Evaluates start-up entities for strengths, weaknesses, opportunities, and threats.
• Successfully represented physician practice in an IRS audit.
• Successfully represented a restaurant owner in a Pennsylvania sales and income tax audit.
• Assists families in obtaining Guardianship over declining family members.
• Advocated on behalf of Executor and Estate against the disinherited beneficiary.
• Assisted non-profit entity in its initial set-up and with its corporate governance issues.

Memberships

• Chester County Bar Association
• Pennsylvania Bar Association
• Chester County Estate Planning Council, Past President
• West Chester Chamber of Commerce, Past Board Member and Treasurer
• Chester County Bar Foundation

Articles

• A Spousal Lifetime Access Trust (“SLAT”) “Having Your Cake And Eating It Too”
• How COVID-19 Affects Your Taxes in 2020
• The SECURE Act: How It Will Affect You and the Beneficiaries of Your Retirement Accounts
• Post-Mortem Estate Planning
• The Pennsylvania Tax Benefit Rule Compared to the Federal Rule
• 26 MacElree Harvey Attorneys Named 2019 Top Lawyers by Main Line Today
• Is it a Business or a Hobby?
• Opportunity Zones
• 23 Attorneys Named Main Line Today’s Top Lawyers 2018
• Tax Identity Theft: How Filing Early Can Protect You
• What to know about Pennsylvania’s new 1099-MISC withholding tax requirements
• Key provisions of the Tax Cuts and Jobs Act
• MacElree Harvey Attorneys named 2016 Top Lawyers by Main Line Today Magazine
• How to Tax-Efficiently Pass Wealth to Your Heirs in Pennsylvania

Videos

• Beneficiary Designations
• Working with the Estate Planning Department
• The Onboarding Process
• Why I Like Being An Attorney
• My Travels
• Introduction Video
• Best Advice Received
• My Favorite Case