Overview
Joshua Simon assists individuals and families with all aspects of estate planning and trust and estate administration. He counsels clients throughout Rhode Island and Massachusetts in the use of sophisticated estate planning techniques to minimize tax consequences and best protect client assets. He also advises executors and trustees with respect to their fiduciary duties and obligations, particularly under Rhode Island law. Additionally, Josh assists clients with needs relating to property owned in Florida, the Florida probate process and specific issues in the context of planning with life insurance.
Education and Credentials
Education
- St. Thomas University School of Law, J.D., summa cum laude, Valedictorian
- University of Miami, B.A.
Admissions
- State of Florida
- State of Rhode Island
- Commonwealth of Massachusetts
Recognition and Community
No aspect of this advertisement has been approved by the highest court of any state. Prior results do not guarantee a similar outcome. See Awards Methodology.
Recognitions
Selected to the list of Providence Super Lawyers Rising Stars (Thomson Reuters), Estate Planning and Probate, 2022-2023
In The Media
Publications
- A Primer on Powers of Attorney, Rhode Island Bar Journal, November/December 2022