Joseph D. Lieberman is an associate in the Sarasota office of Shutts & Bowen LLP, where he is a member of the Private Client Services Practice Group.

Joseph focuses his practice on trusts and estates, including the representation of clients in matters related to wills, trusts, power of attorney, advance health care directives, planned giving, estate and gift tax planning, as well as probate, guardianship and trust administration. He also assists individuals and businesses by offering wealth preservation strategies in charitable planning, business planning and wealth transition planning.

His prior experience includes providing tax, trust and business planning solution to high-net-worth individuals, families and businesses.

Joseph earned his Master of Laws in Estate Planning from the University of Miami School of Law Heckerling Graduate Program.

Credentials

Education

  • University of Miami School of Law, LL.M., Estate Planning, 2018
  • Benjamin V. Cardozo School of Law, J.D., 2016
    • Executive Editor, ADR Competition Honors Journal
    • Northeastern IADR Mediation Tournament, 5th Place
  • Pace University, B.A., Finance, 2012

Bar Admissions

  • Florida

Professional and Civic

  • The Florida Bar
  • Sarasota County Bar Association
    • Young Lawyers Division
    • Estate Planning & Probate Section 
  • Habitat for Humanity of Palm Beach County
    • Board Member, Habitat Young Professionals
    • Volunteer, Habitat for Humanity ReStore

News & Insights

News & Speaking Engagements

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Shutts & Bowen, established in 1910, is a full-service business law firm with approximately 300 lawyers located in eight offices across Florida.

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