Joe Oppenheimer is a graduate of the University of North Carolina and the University of Virginia Law School. He is admitted to the Maryland, District of Columbia and Virginia bars.
Joe concentrates his practice on estate planning and related areas of federal income, estate, gift and generation-skipping transfer taxes. Joe also assists individuals and organizations in implementing planned charitable giving, including the effective use of charitable remainder trusts, charitable lead trusts, gifts of personal residences and other arrangements.
Joe represents tax-exempt charitable and educational organizations and assists them in obtaining determinations of tax-exempt status and classification as private foundations or public charities. He advises non-profit organizations on excise taxes, unrelated trade or business tax issues and other matters.
Joe taught continuing legal education courses for the District of Columbia Bar for several years in the 1970s and 1980s. He is a member of the Washington, D.C. Estate Planning Council.
Joe has served on the board of the Washington School of Psychiatry and was chairman of that board from 1990 to 1994. He is currently a board member of IONA Senior Services and of the Multi-cultural Career Intern Program of Bell Multi-cultural High School, Washington, D.C.