In the wake of the 2020 election, many expect that the Biden administration will seek to engage Congress to enact new tax legislation in order to raise revenue to pay the costs associated with the pandemic and other government programs. The administration’s ability to set policy will be impacted by the final results of several…
JOSHUA M. KAPLAN
PARTNER
Josh 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 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.
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
Publications
Bloomberg Tax Management Estates, Gifts, and Trusts Journal, September 2020 (co-author)
Insights
Post-Election Trusts & Estates Planning Considerations
November 9, 2020Client AlertsKleinberg Kaplan Recognized by U.S. News – Best Lawyers® in “Best Law Firms” 2021 Rankings
November 5, 2020Firm NewsPremier boutique law firm Kleinberg Kaplan has been recognized in U.S. News & World Report’s 2021 edition of “Best Law Firms” for providing outstanding legal counsel in two practice areas: Trusts & Estates and Commercial Litigation. Kleinberg Kaplan was named both a National (Tier 2) and New York City Metropolitan (Tier 1) firm for Trusts…
Kleinberg Kaplan Partners Joshua M. Kaplan and Jeffrey B. Kolodny Published in Bloomberg Tax
October 5, 2020Firm NewsKleinberg Kaplan Partners Joshua M. Kaplan and Jeffrey B. Kolodny were recently published in Bloomberg Tax: Tax Management, Estates, Gifts and Trusts Journal. Their article, “The Lows and Highs of Estate Planning in a Pandemic: Making the Most of Estate and Gift Tax Opportunities in the Covid-19 Economy,” discusses the opportunities 2020 can provide for…