Joshua E. Steinberg
Special Counsel
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Phone: +1 212 471 4729
- Duane Morris LLP
1540 Broadway
New York, NY 10036-4086
USA
Joshua E. Steinberg practices in the firm’s Private Client Services Practice Group. Mr. Steinberg counsels high net worth individuals and families on both domestic and international estate and tax planning, including those clients dealing with cross-border issues. He also represents both fiduciaries and beneficiaries on all aspects of estate and trust administration.
Mr. Steinberg earned an LL.M. in Taxation in 2015 from New York University School of Law. He is a 2013 graduate of Fordham University School of Law, where he was associate editor of the Fordham Intellectual Property, Media and Entertainment Law Journal, and a graduate of Columbia University.
Areas of Practice
Estate and Tax Planning
Estate and Trust Administration
Admissions
- New York
- New Jersey
Education
- New York University School of Law, LL.M., Taxation, 2015
- Fordham University School of Law, J.D., 2013
- Associate Editor, Fordham Intellectual Property, Media and Entertainment Law Journal - Columbia University, B.A., 2008
Experience
- Duane Morris LLP
- Special Counsel, 2023-present
- Associate, 2016-2023 - Herzfeld & Rubin P.C.
- Associate, 2015-2016 - Steven L. Kay & Associates PLLC
- Associate, 2014-2015 - Jill Miller & Associates PC
- Associate, 2014
Professional Activities
- New York State Bar Association
Civic and Charitable Activities
Foundation Fighting Blindness
- Board Member, 2023-present
- National Trustee, 2018-present
- New York City Chapter Leadership, 2014-present
- Strategic Council
- Chair, 2023-present
- Secretary of Governance, 2021-2023
- Member, 2019-present
Selected Publications
- Co-author, "IRS Proposed Regulations Would Close Anti-Clawback Loophole After 2025," Duane Morris Alert, April 28, 2022
Co-author, "High-Tax States Challenge Constitutionality of Cap on SALT Deduction," Duane Morris Alert, July 25, 2018
Co-author, "Congress Passes Tax Bill, Bringing Only Temporary Estate Tax Relief," Duane Morris Alert, December 21, 2017
Co-author, "Estate Planning Under a Trump Administration," Bloomberg BNA, January 6, 2017
- Co-author, "The Death Of The New Jersey Estate Tax," Law360, October 13, 2016
Selected Speaking Engagements
- Presenter, "Execution of Wills in COVID-19 Times: How to Safeguard Formal Validity in a Cross-Border Context," STEP, Webinar, December 3, 2020
- Speaker, "Marital Considerations for Estate Planning," Deloitte, November 20, 2019
Speaker, "An Introduction to Trusts for the Foreign Investor," Morgan Stanley, April 29, 2019
Speaker, "Titling Your Assets and the Fundamentals of Probate," Deloitte, February 21, 2019
Speaker, "Demystifying Estate Planning," Deloitte, May 23, 2018
Speaker, "Tax Reform Updates for Estate, Gift and Generation-Skipping Transfer Taxes," Lorman Education Services Webinar, March 23, 2018
- Speaker, "The Importance of Persons with Disabilities to the Firm," Duane Morris Diversity & Inclusion Retreat, May 6, 2017
- Speaker, "Sales Tax Seminar," Tax Clinic at New York Law School, October 26, 2016 and February 7, 2017