JOSHUA M. KAPLAN

PARTNER

Joshua M. Kaplan advises clients on a broad range of trusts and estates issues, including estate planning and administration; estate, gift and GST tax planning; business succession planning; charitable giving; and life insurance.

Practices

About

Josh counsels fiduciaries during all stages of estate administration, including preparation of probate documents, locating and gathering assets, and preparation of both federal and state estate tax returns. In addition, he advises trustees regarding all aspects of trust administration and other related matters. His experience includes advising clients in connection with preparation and review of federal gift tax returns and disclosure of non-gift transactions.

Josh has significant experience in cross-border estate planning. He advises non-U.S. citizens regarding U.S. transfer tax planning, the disposition of U.S. assets owned by foreign estates, and related U.S. federal and state tax reporting requirements.

In the corporate and private investment fund spaces, Josh assists principals at hedge funds and private equity funds in connection with transfers of fund interests to and from trusts, estates, family limited partnerships and other private investment vehicles. In addition, he advises institutional client regarding fiduciary issues and corporate transactions involving trusts and estates.

Prior to joining Kleinberg Kaplan, Josh worked in the trusts & estates and private client practice groups at prominent U.S. and international law firms.

Education

New York University School of Law (LL.M., 2017)

New York University School of Law (J.D., magna cum laude, 2007)

University of Pennsylvania (B.A., summa cum laude, 2003)

Bar Admissions

New York

Insights

Helping Clients Navigate COVID-19 (Updating)

March 30, 2020,

Kleinberg Kaplan is working closely with our clients to provide counsel and guidance during these unprecedented times. A selection of our recent thought leadership pieces related to the implications of COVID-19 includes: The Force May Be With You: COVID-19 and Force Majeure Provisions (March 31, 2020): How and if businesses should consider exploring the invocation…

Estate Planning Considerations and COVID-19

March 25, 2020

As the novel coronavirus (“COVID-19”) continues to affect almost all areas of life, the Kleinberg Kaplan Trusts & Estates Practice Group is monitoring developments that may impact our clients’ estate planning. As always, the health, safety and wellbeing of our clients and their families are of paramount importance to us. In light of the current situation,…

SECURE Act Changes Key Retirement Plan and IRA Rules Alerts

December 30, 2019

Retirement benefits (such as pension, profit-sharing, 401(k) or IRA benefits) make up a substantial portion of many people’s assets. Congress recently passed, and the President signed on December 20, 2019, the Setting Every Community Up for Retirement Act (the SECURE Act) as part of the Further Consolidated Appropriations Act, 2020. The SECURE Act made various…

Kleinberg Kaplan Adds Joshua Kaplan as Partner to Trusts and Estates Group

December 9, 2019

Premier boutique law firm Kleinberg Kaplan has announced that Joshua M. Kaplan has joined the firm as a partner in its Estate Planning and Administration Practice. He arrives from Dechert. With more than a decade of experience in private wealth matters, Mr. Kaplan advises clients on a broad range of issues, including estate planning and administration; estate, gift and…