Joseph Donovan JD, LL.M

Joseph Donovan has spent his career implementing wealth transfer, charitable and business succession planning strategies for high net worth and ultra-high net worth families. Joe is a graduate of Boston College, received his JD from Case Western University Law School and his LL.M (Masters of Tax Laws) from Boston University School of Law with studies at New York University School of Law. He is a member of the American Bar Association’s trust and estate section and a member of the Boston Estate Planning Council.

Joe’s experience includes practicing with a Big Four accounting firm, a law firm, and managing a legal team at a major insurance company. His legal, accounting and insurance industry experiences make Joe a recognized professional in the sophisticated use and design of life insurance products. He has a keen ability to connect with a client’s advisory team. His team approach helps coordinate the planning process with our clients’ CPAs, attorneys, family office and other trusted advisors.

He is also able to explain complicated estate, business, and tax planning concepts in understandable terms. Joe is a frequent speaker and writes on estate, business, and retirement planning issues. He has spoken at the national meeting of the Society of Financial Service Professionals (SFSP), regional estate and tax bar associations, and the national conferences of largest broker dealers in the country. Joe was a member of Boston College’s hockey team that reached the Final Four. He’s married with two sons and a daughter. Joe is active in his community and enjoys coaching, playing golf, and skiing.


1st Line Financial, Bay Financial Associates, LLC, and LPL Financial do not provide tax and/or legal advice or services.  Please consult your tax and/or legal advisor regarding your specific situation.