Joe grew up in East Lansing, Michigan. Joe’s father was a doctor working for St. Lawrence Hospital in Lansing. His mother raised 5 children and was a registered nurse. When Joe was 17, his father died.
Joe graduated from the University of Michigan with high distinction, and received his master’s degree in public policy studies and a law degree there, as well. The University of Michigan Law School is one of the finest law schools in the country. Joe met his wife, Ellen, while attending the Law School. They came to Connecticut in 1983.
In his 30 years in practice, Joe has become a leader in the trust and estate and elder law field. He serves on the Executive Committees of the Estates & Probate Section and the Elder Law Section of Connecticut Bar Association (CBA). He is on the Steering Committee of the Estates & Probate Section.
He has served as chair of the continuing legal education committee of CT-NAELA (Connecticut Chapter of the National Academy of Elder Law Attorneys) and the CBA Elder Law Section. Joe has led many seminars for CT-NAELA and the Elder Law Section on topics as diverse as evidence in conservatorship proceedings, special needs planning in the family law setting, veterans’ benefits, and home health care strategies.
Joe has written numerous articles for such publications as the CT-NAELA Practice Update, the Estates & Probate Newsletter of the CBA Estates & Probate Section, the Connecticut Law Tribune, Practical Tax Strategies, and the Connecticut Lawyer and Connecticut Bar Journal of the Connecticut Bar Association.
Joe wrote the book, Annuities in Connecticut Estate Planning, published by the Connecticut Bar Association in 2011. The result of nearly three years of research, Annuities in Connecticut Estate Planning, represents the first endeavor to bring together estate planning and elder law concerning this popular investment, all in the context of Connecticut and federal law. The book has led to several speaking engagements before Connecticut lawyers.
Joe served on the Board of Directors of the Estate & Tax Planning Council of Eastern Connecticut. He has also served as counsel and past Board member of the Community Foundation of Eastern Connecticut.
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