JOSHUA M. KAPLAN

• Business Succession Planning
• Estate Planning and Administration
• Family Office
• International Trusts & Estates Planning
• Nonprofit and Tax-Exempt Organizations
• Planning for Fund Managers
• Tax Controversy
• Trusts & Estates Litigation

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 clients 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.

The Lows and Highs of Estate Planning in a Pandemic: Making the Most of Estate and Gift Tax Opportunities in the Covid-19 Economy

Bloomberg Tax Management Estates, Gifts, and Trusts Journal, September 2020 (co-author)