Joseph is responsible for working with clients and their advisors to develop and administer custom trust, tax, and estate planning solutions. He also brings experience with Delaware trust law and related advantages relative to each client’s specific short-term and long-term objectives. Joseph serves as the main point of contact for clients, managing execution of the integrated plan and overseeing its ongoing administration, including updates due to evolution of family circumstances and applicable laws. Joseph serves on the Board of Directors of Tiedemann Trust Company and is also a member of the Firm’s Trust Review Committee.

Prior to joining Tiedemann in 2002, Joseph worked at the Delaware Community Foundation, focusing on estate planning techniques and philanthropy. He began his career in law, having worked for two different law Firms in Wilmington, Delaware. He has practiced pro bono for the Delaware Office of the Child Advocate and is active in numerous local non-profit organizations.

Certifications and memberships include:

• Member, State Bar Delaware
• Member, State Bar New Jersey
• Member, Delaware State Bar Trust and Estates section
• Member, Estate Planning Council of Delaware
• Member, Wilmington Tax Group
• Member, American Bar Association Tax and Estates section
• Certified Trust and Financial Advisor

Joseph earned a Juris Doctor degree from Delaware Law School, a Bachelor of Arts degree from Rutgers University, and is a graduate of Cannon Trust School. Originally from New Jersey, Joseph has resided in Wilmington, Delaware since 1999.