Josh N. Bennett, Esq. - Profile
Extensive in-depth involvement and experience in all aspects of asset preservation planning (international and domestic), including:
- International tax, estate, and gift tax planning
- Foreign investment and international business activities
- International estate and gift planning for resident alien, citizen and non-resident alien (NRA) estates and trusts
- Foreign trust planning
- Taxation of real estate matters
- Estate and gift tax planning utilizing offshore life insurance products
- Offshore banking
- Offshore mutual fund establishment
- Foreign trust planning for NRAs
- International business corporation planning
- Outbound tax planning
- Other real estate matters
PROFESSIONAL EXPERIENCE
- Principal, The Law Firm of Josh N. Bennett, Esq., P.A., Ft. Lauderdale, FL
- Tax Associate, Parker, Chapin, Flattau & Klimpl, New York, NY
- Tax Associate, Shanley & Fisher, Morristown, NJ
JUDICIAL LAW CLERK
- The Honorable Larry L. Nameroff, United States Tax Court, 1986–87; researched and drafted federal tax opinions
EDUCATION
Georgetown University Law Center – Washington, D.C.
- LL.M. Taxation, 1986
- Honors Degree, Top 10%
- Received an “A” on thesis entitled: The Passive Loss Rules; Treasury new PAL
University of Miami School of Law, Miami, Florida
- J.D., May 1985
Michigan State University – East Lansing, Michigan
- B.A. Business, May 1982
Bar Admission and Organizations
- Lecturer, Sovereign Society
- Lecturer/Member, Asia Offshore Association Global Advisory Committee
- Florida, New Jersey and the District of Columbia Bar Associations
- Lecturer, The Florida Bar, Estate and Gift Tax Planning; International Tax Planning Asset Protection and Planning
- Lecturer, Florida Chapter, American Institute of Certified Public Accountants Continuing Education Seminar Series, Tax Planning.
Member, Society of Trust and Estate Planners