Joshua E. Steinberg

Areas of Practice

• Estate and Tax Planning

• Estate and Trust Administration

Admissions

• New York
• New Jersey
• U.S. Tax Court

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

• Speaker, “The Importance of Legacy Giving,” Foundation Fighting Blindness 2024 Legacy Dinner, June 20, 2024
• 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

Representative Matters

• Structured estate plan for venture capital partner utilizing Delaware asset protection trust and sales of vertical slice carried interests.

• Oversaw trust structuring and drafting of trust agreements to allow start-up shareholder to obtain multiple Qualified Small Business Stock (QSBS) exclusions from capital gains tax.

• Represented venture capital partner in substantial gift tax audit that resulted in no tax and significant estate tax protection.

• Advised a Singapore trust company on U.S. tax implications of foreign nongrantor trust structure with U.S. beneficiaries, foreign corporations and U.S. assets.

• Advised Swiss trust company and implemented plan to minimize adverse U.S. tax consequences on U.S. beneficiaries of a Jersey trust structure.

• Played role of subject matter expert on team handling federal tax controversy case regarding the grantor trust status of Liechtenstein trusts and an offshore voluntary disclosure, including playing key role in the jeopardy assessment case before a U.S. district court.

• Structured estate plan for client with litigious relatives that ultimately resulted in no litigation or compromise to client’s objectives upon his demise.

• Advised non-citizen client present in the U.S. for medical treatment on the exclusion from U.S. residency day count for tax year in which substantial capital gains were generated.