Joe's practice is concentrated in the area of estate planning, income, estate and gift taxation.
Joe is currently teaching an Estate Planning course at the University of Cincinnati’s Osher Lifelong Learning Institute and has previously taught an Advanced Estate Planning course for the American College of Chartered Life Underwriters. He has been an adjunct professor at the University of Cincinnati College of Law where he has taught estate planning.
A frequent speaker at tax seminars, and at Estate Planning Councils in other Ohio cities, Joe is a past president of the Cincinnati Estate Planning Council, and has been chairman of the Cincinnati Bar Association Committee on Trusts, Wills and Estate Planning. He also served on the Board of the National Association of Estate Planners (NAEP) and the National Association of Estate Planning Councils. He was instrumental in having the Supreme Court of Ohio adopt rules to allow attorneys to incorporate in 1970.