Joe Doerr

Joe Doerr is a Partner in Rimon’s Private Client group.  He is certified by the California Board of Legal Specialization as a Specialist in Taxation Law. In his practice, Joe is known for providing insightful counsel to both individuals and businesses in domestic and international tax planning and tax controversy resolution, including appeals and audits with the IRS, FTB, EDD, and CDTFA.  

Leveraging his expertise in gift and estate taxation, Joe offers high-net-worth individuals and families complex estate planning solutions by crafting comprehensive, tax‐efficient plans designed to achieve multigenerational objectives and support the successful continuation of closely-held businesses. His experience includes advanced planning techniques such as generation‐skipping trusts, intentionally defective grantor trusts, charitable trusts, and other complex irrevocable trust structures. 

He also guides new businesses through stages of inception, including entity structure and formation, while counseling established businesses with restructuring, mergers and acquisitions, and capital needs.