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Joseph M. Lemond

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Practice Areas:

  • Taxation
  • Trusts and Estates

Biography

For over 30 years, Joseph M. Lemond has counseled clients on federal and state tax matters involving trust and estate planning, estate administration and individual 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, and family limited partnerships.  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 Section of Taxation of the American Bar Association. 

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

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