Bio

Forty-one years into his practice, Joe Price draws on decades of experience helping businesses and individuals plan for their future through estate planning, tax planning, business succession planning and wealth preservation.

Joe occupies a unique position in the Kansas City estate planning community. He is one of only five individuals who has been elected as a Fellow of the American College of Tax and Estate Counsel (ACTEC) and as an inductee into the Kansas City Estate Planning Society Hall of Fame.

Joe had the privilege of working with great mentors early in his career and has spent decades giving back to the community by serving as an adjunct professor at the UMKC School of Law and as Chairman of the Student Development Committee of the Kansas City Estate Planning Symposium which provides scholarships and internships to law students.

Joe has served in leadership positions at several large firms. His experiences and responsibilities included managing estate planning and tax law departments. Additionally, he was the executive vice president of BryanMark Financial Group, the Saint Louis office of the M Financial Group which specialized in estate planning and asset preservation purposes.

Experience

• Represented several clients in significant lifetime giving transactions.
• Advised clients in life insurance for estate planning and asset preservation purposes.
• Represented several clients and/or assisted in the resolution of trust or estate disputes.