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

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
    - Associate, 2016-present
  • 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
    - National Trustee, 2018-present
    - New York City Chapter Leadership, 2014-present

Selected Publications

Selected Speaking Engagements

  • 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