Joseph Michaels IV
Partner

Joseph Michaels IV is a member of DBM's taxation, trusts and estates, corporate, not-for-profit charitable institutions and art law 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; irrevocable life insurance trusts; family limited partnerships; qualified personal residence trusts; grantor retained annuity trusts; charitable remainder and lead trusts; giving; public and private charitable foundation compliance; mergers and acquisitions; executive compensations; stock option plans; deferred compensation plans; ERISA matters including 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; 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); United States Tax Court (1978); U.S. District Court, Southern District of New York (1975); U.S. District Court, Eastern District of New York (1975).

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

Partners

Marvin M. Brown
Raymond J. Dowd
John T. Dunlap
George W. Gowen
C. Ran(dolph) Holladay
Michael J. Kopcsak
Steven E. Lewis
Robert T. Lincoln
Albert L. Lingelbach
Thomas V. Marino
Joseph Michaels IV
John W. Shroyer
Carol A. Sigmond
Louis E. Teitel

Counsel

Associates

Eva Adaszko
Viktoria A. Beress
Adam M. Jaskowiak
Gayle A. Taylor