201.488.8200    201.488.5556   Directions

Joseph L. Goldman

Partner

After practicing law for almost 20 years in New York and New Jersey, I joined Pashman Stein in 2005 to build the firm's Trusts & Estates practice. The department now comprises 5 attorneys and 2 paralegals. Our group focuses on trusts and estates and wealth transfer planning, and also provides counsel on elder law, special needs planning, and succession planning for business owners. I enjoy working with our clients including young married couples, long-time married couples, seniors, business owners and physicians, and even families of three generations, from grandparents to parents to children. As the estate and gift tax laws continue to change, the challenges and satisfaction of helping clients achieve family objectives and effective gift and estate tax planning remain as fresh as when I started, many years ago.

Background

Joseph Goldman is head of the Trusts & Estates practice at the Firm. He concentrates his practice on sophisticated trust and estate planning and administration, business succession planning, and business transactional matters. In addition to wills, Joe's estate planning practice includes drafting various trusts such as insurance trusts, GRATs, QPRTs and charitable trusts, to meet his clients’ needs. Joe advises owners of closely held businesses on business and succession planning, taxation, and real estate matters. His practice also includes formation, dissolution, purchase and sale of businesses, as well as drafting shareholder agreements, LLC operating agreements, partnership agreements and limited partnership agreements.

Joe is the author of the New Jersey Estate Planning Wills and Trusts Library: Forms and Practice Manual, published in December 2011. In June 2011, Joe was named one of Bergen’s Top Lawyers in the first-ever peer review survey in (201) Magazine. 

Professional/Civic Activities

  • Member, New York State Bar Association
  • Member, New Jersey Bar Association
  • Member, Bergen County Bar Association
  • Member, Greater New Jersey Estate Planning Council

Publications

  • Co-Editor, Harcourt Brace Tristate Tax Letter Plus Contributing Editor, CCH Financial and Estate Planning Reporter Contributing Editor, CCH Business Strategies

Teaching/Seminars

  • Adjunct Instructor, New York University Continuing School of Education – Estate Planning For Wealth Management
  • Instructor, New York City College of Technology – Estate Planning for Paralegals
  • Seminars on estate planning for various institutions, including Citibank, HSBC, New York Life Insurance Company, and Memorial Sloan Kettering Hospital
  • Lecturer, New Jersey Institute of Continuing Legal Education (ICLE) – Sophisticated Estate Planning

Bar/Court Admissions

  • New York
  • New Jersey

Education

  • B.A., Queens College, magna cum laude, 1972
  • J.D., Columbia University School of Law, 1976