I work on helping clients avoid the uncertainty and disputes that can arise without effective estate planning. I also enjoy working with the next generation of lawyers on how to create estate plans that may last for decades.
Joe Royce focuses his practice on estate planning, wealth preservation and transfer, administration of trusts and estates, and the operation of charitable foundations. He has represented a variety of clients in estate planning matters, from wealthy families that need highly-customized estate planning and succession strategies to individuals who need less complicated planning, in all instances striving to avoid unnecessary conflict and expenses.
Joe also guides family members and executors through each step of will probates and estate administration, including asset appraisal, preparing and filing of estate tax returns, paying debts and taxes, and making certain distributions are made to beneficiaries as the decedent intended. He also advises the firm’s litigators on a variety of issues that arise in estate-related disputes, including interpretation of highly-technical document provisions, other will construction issues, allocation of expenses and taxes, and the ramifications of settlements.
As both trustee and attorney for several private charitable foundations, Joe handles many aspects of their operations, including scheduling and documenting meetings, executing strategic plans, grant budgeting and scheduling, and interfacing with financial advisors.