About
New York estate planning legal professional Joseph P. Donlon is the founder of Donlon & Associates, PC. Joe s exercise is devoted to helping customers prevent family strife, reduce taxes, and shield their assets and legacies from lawsuits, creditors, and nursing domestic costs. He has labored with a wide range of customers for the duration of his expert career, from those of modest manner with primary wishes, to those possessing tens of hundreds of thousands of dollars in belongings and requiring sophisticated planning. He is a common lecturer and presenter on estate planning subjects and is mechanically invited to speak before financial establishments, civic agencies, and commercial enterprise gatherings.
Joe earned his Bachelor s diploma, magna cum laude, from the Honors College at Adelphi University, and his Juris Doctor from the Fordham University School of Law. In addition to being a certified legal professional, Joe holds the prestigious Certified Financial Planner™ designation. He is a member of the Trusts & Estates and Elder Law sections of the New York State Bar Association and the Estate Planning Council of New York City.
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Location
Legal Issues
- Estate Planning
- Guardianship & Conservatorship, Health Care Directives, Trusts, Wills
- Elder Law
- Wills & Trusts
- Probate & Estate Administration
- Estate Tax Planning
- Business Succession Planning
- Special Needs Trusts (SNT)
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Certificates
CFP Board of Standards
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Experience
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