Partner
Joseph Michaels IV

Joseph Michaels IV is a member of DBM's taxation, trusts and estates, corporate and not-for-profit religious and charitable institutions practice groups. Mr. Michaels concentrates on the areas of taxation of individuals, corporations, trusts, estates and partnerships; estate and gift tax and retirement planning for individuals and their families; charitable giving; public and private charitable foundations; mergers and acquisitions; executive compensations; stock option plans; deferred compensation plans; ERISA matters; pension; profit sharing, 401(k), and 403(b) plans; IRAs; and related retirement plan matters.

Memberships and Affiliations: New York State Bar Association; Committee on Charitable Organizations of the New York State Bar Association and Nassau County Bar Association Tax Section. Served on boards of various charitable organizations.

Bar Admission: New York (1971); United States Supreme Court (1979); U.S. Court of Appeals, Federal Circuit (1990); United States Court of Federal Claims (1988); U.S. District Court, Southern District of New York (1975); U.S. District Court, Eastern District of New York (1975); United States Tax Court (1978).

Education: Education: Wharton School of Finance and Commerce, University of Pennsylvania (B.S. 1967); Boston University School of Law (J.D. 1971); New York University School of Law; Masters of Law in Taxation (J.D. 1976).

E-Mail: jmichaels@dunnington.com




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