Joseph Michaels IV

Partner

Joseph Michaels IV is a member of DBM's taxation, trusts and estates and not-for-profit charitable institutions practice groups. Mr. Michaels concentrates on the areas of taxation of individuals, corporations, trusts, estates and partnerships; estate and gift tax and retirement planning for individuals and their families; irrevocable life insurance trusts; family limited partnerships; qualified personal residence trusts; grantor retained annuity trusts; charitable remainder and lead trusts; giving; public and private charitable foundation compliance; mergers and acquisitions; executive compensations; stock option plans; deferred compensation plans; ERISA matters including pension; profit sharing, 401(k), and 403(b) plans; IRAs; and related retirement plan matters.

Mr. Michaels is admitted to practice in New York State, the U.S. Supreme Court, U.S. Court of Appeals Federal Circuit, U.S. Court of Federal Claims, U.S. Tax Court and U.S. District Court for the Eastern and Southern Districts of New York. He is a member of the Committee on Charitable Organizations of the New York State Bar Association and the Nassau County Bar Association Tax Section. Mr. Michaels has also served on the boards for various charitable organizations.

Mr. Michaels received his Juris Doctorate from Boston University School of Law, his Master of Law from New York University School of Law and his Bachelor of Science from University of Pennsylvania Wharton School of Finance and Commerce.

E-mail: jmichaels@dunnington.com