Joseph Fried advises high-net-worth individuals, families, and closely held business owners on estate planning, trust and estate administration, and related tax matters. His practice focuses on developing tailored strategies to preserve wealth, minimize transfer taxes, and facilitate the orderly transition of assets across generations.
He routinely counsels clients on estate, gift, and generation-skipping transfer tax planning, asset protection techniques, and business succession planning. Joseph drafts and implements sophisticated estate planning instruments, including revocable and irrevocable trusts, spousal lifetime access trusts (SLATs), charitable trusts, and irrevocable life insurance trusts.
In addition, Joseph advises clients on charitable giving strategies, trust modifications and decanting, and the preparation of federal estate and gift tax returns. He regularly assists fiduciaries and beneficiaries with the administration of both taxable and non-taxable estates and trusts, including probate matters, fiduciary accountings, and coordination with financial advisors, accountants, and other professionals.