Suffolk University Law School, J.D.
University of Massachusetts at Amherst, B.S.
PUBLICATIONS AND SPEAKING ENGAGEMENTS
- Making the Case for the General Power of Appointment, WealthCounsel Quarterly, Vol. 7, No.3 (Jul. 2013)
- Proposed Regulations on Estate Planning for Family Controlled Entities, RI Bar Journal, Vol. 65, No.3 (2016)
- Massachusetts Limits Opportunity Zone Benefits, WealthManagement.com, July 24, 2019
- Trusts & Estates Mid-Year-Review, Boston Bar Association Webinar (Jan. 2021)
- Giving by Entrepreneurs and Venture Philanthropists, Partnership for Philanthropic Planning of Rhode Island
- 'Til Death Do Us Part, Again: How Divorce, Remarriage and Other Shifting Family Paradigms are Impacting Planning for the Modern Family (Parts I and II), Estate Planning Council of Rhode Island
- Trust Planning Playbook: Understanding and Using Trusts in Estate Planning, Continuing Legal Education course for the Rhode Island Bar Association
- Trust Us: Key Drafting Considerations and Ideas for Modern Wills and Trusts, Continuing Legal Education course for the Rhode Island Bar Association
- Opportunity Zones: Maximizing Impact - Issues and Perspective on How to Structure a Deal, American Bar Association's 31st Annual National CLE Conference
- Accounting and Tax Crash Course for Trusts and Estates, National Business Institute, Inc.
Super Lawyers of Rhode Island, Rising Star, 2017 and 2018
Trusts & Estates Fellow for the Real Property, Trust & Estate Law Section of the American Bar Association for 2020-2022
Professional & Community Involvement
- Advisory Board, The Rhode Island Foundation
- Fellow, American Bar Association, Real Property, Trust and Estate Law Section
- Past President and former Treasurer, Partnership for Philanthropic Planning of Rhode Island
- Co-Chair, New Developments Committee of the Trusts & Estates Section of the Boston Bar Association
- Member, Rhode Island Foundation Professional Advisory Council
- Member, American Bar Association, Section of Real Property, Trust & Estate Law
- Member, Rhode Island Bar Association Committee on Probate and Trusts
- Board Member, The Wolf School
On A More Personal Note
On a more personal note, Joshua enjoys sports, particularly football and hockey, reading and spending time with his wife Stephanie and his sons Kingston and Carter.
Joshua Caswell counsels high net worth individuals and families on estate and transfer tax planning, as well as business succession and philanthropic planning. Joshua works with clients and their advisors to develop and implement sophisticated strategies to achieve each client's tax and non-tax goals, such as the minimization of gift, estate and generation-skipping transfer taxes, creditor protection, charitable giving and income tax efficiency. He regularly advises on planning with complex assets such as interests in private equity funds, hedge funds, family businesses, start-up businesses and heirloom real estate.
Joshua's practice also includes counseling clients through all aspects of the estate and trust administration process, including strategies for adapting existing trusts to improve their tax efficiency and utility.
In addition to helping clients navigate through complex estate planning and administration matters, Joshua is a frequent author and speaker, both locally and nationally, on estate, trust, tax, and probate related topics.
His efforts and contributions to the estate planning community have been recognized as he was named a "Rising Star" in the 2017 and 2018 New England editions of Super Lawyers Magazine, of the American Bar for 2020-2022