Joshua B. Ashkenazy

Joshua Ashkenazy is a trusts and estates attorney advising high-net-worth individuals and families across all aspects of estate planning and estate and trust administration. Through carefully structured trusts, tax-efficient wealth transfers, and advanced planning techniques, Joshua helps clients preserve more of what they’ve built for future generations. Whether navigating complex tax laws or optimizing charitable giving strategies, Joshua’s goal is to provide practical, forward-thinking solutions that reduce tax liabilities while honoring clients’ wishes.

Before joining the firm, Joshua was an associate in the estate planning group of a full-service, regional law firm. Joshua also worked in the legal department of a non-profit health insurance company, handling compliance matters relating to technology used in the healthcare industry. During law school, Joshua acted as a senior staff member of the St. John’s Law Review. Prior to law school, Joshua was a judicial intern for a Senior United States District Judge.

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Experience

• Advises individuals and families across all stages of estate planning.
• Drafts wills, revocable and irrevocable trusts, health care proxies and powers of attorney.
• Drafts gift and purchase agreements, promissory notes and LLC operating agreements.
• Decants prior trusts and transfers assets to newly created trusts.
• Creates organizational structure charts and spreadsheets for accounts and entities owned by clients.
• Handles post-mortem estate and trust administration on behalf of clients and their families.