Doctor of Jurisprudence (J.D.), William Mitchell College of Law, St. Paul, Minnesota; 1988; Bachelor of Arts (B.A.) Economics, St. John’s University, Collegeville, Minnesota; 1982
Private Practice: Areas of professional concentration include Trusts, Estates, Retirement, Business Succession and Charitable Planning. Special Interest in Legal Issues Facing the Elderly.
Conducts public and private seminars on estate and retirement planning.
Instructor of Estate Planning Courses to Financial Planners and Insurance Professionals in Minnesota and Wisconsin.
Co-author, “Your Life, Your Legacy” & “Your Life, Your Legacy II”
Named by Twin Cities Business and Minneapolis-St. Paul Magazine in 2009, 2012, 2013 and 2016 as a Five Star Wealth Manager – Best in Client Satisfaction, one of only seventeen Estate Planning Professionals selected in the Twin Cities Area.
Joseph has been honored with a recognition by Twin Cities Business in its selection of “2014 Top Accounting And Estate Planning Professionals In The Twin Cities.”
Graduate of Estate Planning Practicum I and II, an intermediate training course for members of the National Network of Estate Planning Attorneys Incorporated.
Former New Richmond Area Community Foundation Board of Directors.
American Cancer Society National Planned Giving Advisory Council.
Wisconsin State Bar Association; Minnesota State Bar Association; Dakota County Bar Association; Wisconsin State Bar Association Committee on Elder Law; Admitted to United States District Court for the Districts of Minnesota and Wisconsin.
Born in New Richmond, Wisconsin. Married to Catherine since 1987, three children, Meghan, Michael and Matthew.