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.
Summa Cum Laude, Valedictorian