Joshua M. Kaplan


Joshua M. Kaplan


New York | Three Bryant Park, 1095 Avenue of the Americas, New York, NY, United States of America 10036-6797
+1 212 698 3864 | +1 212 698 3599

| vCard | PDF


Joshua M. Kaplan focuses his practice on private client matters, including all forms of estate planning and estate administration; estate, gift and GST tax planning; business succession planning for families; and life insurance. Mr. Kaplan advises fiduciaries concerning estate and trust administration, including collection of assets, preparation of probate documents and estate tax returns. His experience also includes advising clients in connection with tax reporting, including review of federal gift tax returns and disclosure of non-gift transactions.

Additionally, Mr. Kaplan’s pro bono experience includes representing domestic violence victims and assisting clients in child support, custody and uncontested divorce proceedings, as well as preparing estate planning documents for low-income elderly and terminally ill clients.

Prior to joining Dechert, Mr. Kaplan worked at two international law firms and one major U.S. law firm where his practice included regularly advising individual clients on lifetime giving and estate planning, including life insurance and business planning strategies, as well as estate and trust administration. In addition, he has advised hedge funds and private equity funds in connection with transfers of fund interests to and from trusts, estates, family limited partnerships and other private investment vehicles, as well as institutional clients regarding fiduciary issues and corporate transactions involving trusts and estates.

  • University of Pennsylvania, B.A., 2003, summa cum laude, Dean's List, Goldstone Prize for Best Senior Honors Thesis
  • New York University School of Law, J.D., 2007, magna cum laude, Order of the Coif, Journal of International Law and Politics Prize for Best 3L Note
  • New York University School of Law, LL.M., 2017
  • New York
  • American Bar Association
  • New York State Bar Association