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Joseph M. Lemond

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Practice Areas:

  • Taxation
  • Trusts and Estates

Biography

Mr. Lemond counsels clients on federal and state tax matters involving trust and estate planning, individual and corporate tax planning and litigation, local property tax litigation, and employee benefits/ERISA. His counseling includes designing and implementing estate and succession plans involving charitable income tax deductions, qualified plan/IRA assets, generation skipping transfer tax "dynasty" trusts, life insurance trusts, charitable remainder trusts, charitable lead trusts, qualified personal residence trusts, family limited partnerships, and selling assets to grantor trusts. Mr. Lemond forms and advises non-profit organizations and private foundations as to their tax and regulatory obligations, advises clients involved in business transactions of the tax impact of alternative deal structures, and manages state tax litigation including income tax, corporate tax, sales tax, "nexus" and local property tax matters.

Prior to joining Herold Law, P.A. in 1994, Mr. Lemond was an associate attorney at McCarter & English in Newark, New Jersey.

For over 25 years, Joseph M. Lemond has counseled clients on federal and state tax matters involving trust and estate planning, and individual and corporate tax planning.  His counseling includes designing and implementing estate and succession plans involving charitable income tax deductions, qualified plan/IRA assets, generation skipping transfer tax “dynasty” trusts, life insurance trusts, charitable remainder trusts, charitable lead trusts, qualified personal residence trusts, family limited partnerships, and sales of assets to grantor trusts.  Joseph forms and advises non-profit organizations and private foundations as to their tax and regulatory obligations, advises clients involved in business transactions of the tax impact of alternative deal structures, and manages state tax litigation including income tax, corporate tax, sales tax, and “nexus” tax matters.  Active in national and state bar associations, Joseph is a past Chair of the Taxation Section of the New Jersey State Bar Association, and a member of the S Corporation Committee of the Section of Taxation of the American Bar Association.

Education

  • New York University School of Law, New York, New York
    • LL.M., Master of Laws
    • Major: Taxation
  • University of Pennsylvania Law School, Philadelphia, Pennsylvania
    • J.D.
  • Rutgers College
    • B.A.
    • Honors: High Honors

Bar Admissions

  • New Jersey, 1990

Published Works

  • New Rules on Retirement Plan and IRA Distributions, Taxation Law Section Newsletter, September, 2002
  • Low Income Housing Tax Credit Basics and Financing, Real Estate Law Journal, Spring, 1993
  • Weaver v. Commissioner: Method of Accounting or Deferred Compensation Plan? Taxation Law Section Newsletter, August, 2005

Professional Associations

  • New Jersey State Bar Association, Taxation Section, Chair
  • New Jersey State Bar Association, Taxation Section, Executive Committee, Member
  • American Bar Association, Taxation Section, S-Corporation Committee, Member

Past Positions

  • McCarter & English, Newark, New Jersey, Associate Attorney, 1994