Josh represents buyers, sellers, developers, and lenders in commercial real estate acquisitions, sales, and financing transactions. He regularly represents landlords and tenants in drafting and negotiating commercial leases, and has extensive experience preparing condominium documents for developers. 

Representative projects:

• Joint venture, acquisition of multiple parcels, formation of commercial condominium and lease up of over 80,000 sq. ft. in a 133,000 sq. ft. building in Boston, MA

• Acquisition and then sale of 97,000 sq. ft. warehouse in Monson, MA

• Acquisition of multiple parcels of land, formation of condominium, sale of residential units and lease of commercial units in 32 unit mixed use project in Boston, MA

• Lease up and sale of 43,000 sq. ft. warehouse in Walpole, MA

• Acquisition of 96 unit condominium development in Tyngsboro, MA

• Sale of real estate owned by a synagogue in Sudbury, MA 

• Sale of real estate owned by churches in Maynard and Medford, MA

Josh represents buyers, sellers, and lenders in residential real estate purchases and sales across the Commonwealth, having successfully closed thousands of residential transactions. He is also an authorized agent for First American Title Insurance Agency.

Josh represents clients before municipal agencies including zoning and planning boards, conservation commissions, historic district and preservation commissions, boards of selectmen, and alcohol licensing boards. Over the course of his career, he has appeared at hundreds of land use hearings to secure favorable outcomes for his clients.

Representative projects:

• Land Use Permitting for two 60,000+ sq. ft. automobile dealerships in Sudbury, MA

• Liquor license for restaurant in Newton, MA

• Land Use Permitting and expansion of automobile dealership in Wayland, MA

• Land Use Permitting and liquor license for tennis and fitness club in Sudbury, MA

• Land Use Permitting for condominium project in Brookline, MA

• Land Use Permitting (under Dover Amendment) for construction of two childcare facilities in Sudbury, MA

• Land Use Permitting for revitalization of vacant  strip mall in Wayland, MA

• Chapter 40B permitting for five affordable housing projects in Sudbury, MA

For over twenty-five years, Josh has designed customized estate plans, including wills, family trusts, credit shelter trusts, irrevocable life insurance trusts, healthcare proxies, HIPAA authorizations, and powers of attorney, for clients with a net worth ranging from $100,000 to $20,000,000. He counsels individuals and families across the full range of planning needs, taking the time to understand each client's family circumstances and long-term goals so that every plan is tailored to their specific situation. For clients with philanthropic goals, Josh designs estate plans that incorporate charitable giving, helping clients support the causes and organizations they care about while maximizing the available tax benefits. Josh designs estate plans not only to ensure clients’ wishes are respected, but also to avoid the expense and delay of probate, provide for the orderly transfer of assets, and minimize the tax impact on estates and their beneficiaries. Josh also works closely with clients to keep their plans current as their families, finances, and the tax laws change over time.

Josh guides families and fiduciaries through every stage of administering an estate across the Commonwealth of Massachusetts. He prepares and files the documents required to open and settle both formal and informal probate proceedings, advises Personal Representatives on their duties, and assists with the collection, valuation, and distribution of estate assets. Josh regularly prepares U.S. and Massachusetts estate tax returns, as well as the accountings needed to close an estate. He frequently serves as Personal Representative of clients' estates and as Trustee of clients' trusts, and counsels surviving family members through the administration and funding of trusts following the death of a loved one. Throughout the process, he works to ease the administrative burden on grieving families and to bring each estate to an efficient and orderly conclusion.