ADMISSION AU BARREAU
Formation
- Society of Trust and Estate Practitioners (STEP) Canada Diploma, 2022
- J.D., University of Melbourne, 2015
- B.A. Hons., McMaster University, 2009
Biography description
Joseph’s practice is dedicated to sophisticated trust and estate planning and administration, delivering personalized solutions that reflect each client’s unique personal values and objectives. He provides strategic counsel on complex estate structures, including multiple Wills, Powers of Attorney, inter vivos and testamentary trusts, business succession plans, and cross-border matters. Joseph also advises fiduciaries such as executors, trustees, and attorneys on navigating the intricacies of estate and trust administration. His practice is distinguished by a focused approach that integrates family harmony, wealth preservation, tax optimization, and practical administration.
He has experience in advising high net worth individuals and their families. Prior to his current role, Joseph practiced at a boutique firm in Toronto, Ontario, where he focused exclusively on trust, estate, and business succession matters.
Joseph is a member of the Society of Trust and Estate Practitioners (STEP).