About

New York property making plans attorney Joseph P. Donlon is devoted to helping clients save you own family strife, reduce taxes, and guard their assets and legacies from lawsuits, lenders, and nursing home costs. Learn extra about his history and expertise. Joseph P. Donlon is a especially reputable property making plans attorney based in New York, New York. As the founder of Donlon & Associates, PC, he has built a popularity for his willpower to supporting customers navigate the complexities of estate planning. With a focal point on preventing family strife, lowering taxes, and shielding belongings from diverse risks, Joe has end up a depended on marketing consultant to people and families of all financial backgrounds. Throughout his expert profession, Joe has worked with a diverse range of customers. From those with modest method and basic making plans desires to high-internet-worth people with complex estates, he has the enjoy and information to tailor his offerings to fulfill every patrons particular state of affairs. Joes approach is rooted in a commitment to imparting customized answers that deal with the particular dreams and concerns of his clients. In addition to his felony heritage, Joe also holds the prestigious Certified Financial Planner™ designation, similarly improving his ability to offer complete steering on monetary topics associated with estate making plans. He is actively concerned in professional companies together with the Trusts & Estates and Elder Law sections of the New York State Bar Association and the Estate Planning Council of New York City. As a frequent lecturer and presenter on estate making plans topics, Joe is diagnosed for his capacity to talk complicated standards in a clear and reachable way. He is regularly invited to talk before economic establishments, civic agencies, and business gatherings, sharing his insights and know-how with a huge audience. With a Bachelors diploma from the Honors College at Adelphi University and a Juris Doctor from the Fordham University School of Law, Joe has a strong instructional foundation that informs his practice. His dedication to ongoing mastering and professional development guarantees that he stays modern on the brand new trends and strategies in estate making plans. In end, Joseph P. Donlon is a relied on advise for people and families seeking to secure their financial futures and protect their legacies. His comprehensive technique, combined along with his deep understanding and commitment to consumer carrier, units him aside as a leading property making plans attorney in New York.

Legal Issues

  • Wills & Trusts
  • Probate & Estate Administration
  • Estate Tax Planning
  • Medicaid Protection Trusts for your home (Income only trusts)
  • Special Needs Trusts (SNT)

Certificates

CERTIFIED FINANCIAL PLANNER
CFP Board of Standards

Languages
    Accepted Jurisdictions
    New York Jurdictions
    New York
    Since 2002
    New Jersey Jurdictions
    New Jersey
    Since 2010
    Experience
      Education
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Fordham Univ. School Of Law Education School Logo
      Fordham Univ. School Of Law

      Graduation year:
      Associations
      Estate Planning Council of NYC Professional Association
      Estate Planning Council of NYC
      has membership
      2009 - Current
      New York State Bar
                        
                                                     # 4026217 Professional Association
      New York State Bar  # 4026217
      has membership
      2002 - Current
      Costs
      • Free Consultancy Service
      Location
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