Joel has been practicing law in the areas of business, estate and tax planning in the Colorado area since 2005. Joel has worked with successful business owners and families in helping them preserve and protect that which they have worked so hard to accumulate throughout their lives.
He has worked with families in the area of estate planning helping them navigate the often confusing and difficult process of planning for themselves and their loved ones in the event of disability or death all while minimizing or avoiding taxes.
He has also worked with businesses just starting operations to multimillion-dollar businesses to help with complex tax planning, business sales, business acquisitions, and just about all aspects of the day to day operations of the business.
Joel is a nationally recognized instructor and contributing author of the books “Your Legacy: Meaningful Estate Planning,” “The Complete Guide to Estate and Wealth Strategies in Turbulent Times” and “Being in Business is a Funny Thing – Getting Out is Not, A Business Owner’s Guide to Growing & Transitioning the Business.” He has taught an estate planning course in the finance program at Metropolitan State University of Denver.
He has taught continuing education courses in the areas of estate planning, tax planning and business planning for attorneys, financial advisors, insurance professionals and CPA’s.(LL.M., University of Denver Graduate Tax Program Juris Doctor, University of Arizona College of Law, B.S.B.A., Northern Arizona University)
Rate : $$$