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Joshua Simon

Associate

F: (401) 626 4233
Overview News Education and Credentials

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.

News

Education and Credentials

Education
St. Thomas University School of Law, J.D.,

Summa Cum Laude, Valedictorian

University of Miami School of Business, B.A.
Admissions
State of Rhode Island
Commonwealth of Massachusetts
State of Florida