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John R. Lolio Jr
  • Elder Law, Estate Planning, Probate ...
  • New Jersey, New York, Pennsylvania
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Biography

John R. Lolio, Jr. has significant experience in all aspects of estate planning and administration.

Mr. Lolio is adept at preparing sophisticated wills and trusts for high net worth clients. He understands that for clients to achieve their goals and wishes, fully integrated plans are a must. To that end, Mr. Lolio works closely with clients' financial advisors and accountants.

In addition, Mr. Lolio helps executors and trustees. He knows they are often thrust into these complex roles without realizing they have become fiduciaries with heavy legal responsibility. Mr. Lolio guides them to make sure they properly perform their duties. He also prepares and files federal and state inheritance/estate tax returns in New Jersey, Pennsylvania, and New York, and advises fiduciaries on, and helps them navigate through, IRS and state audits.

A frequent lecturer before numerous professional and business organizations, including the National Business Institute and the American Institute of Certified Public Accountants. Mr. Lolio also serves on the Board of Directors, and is an officer, of several private foundations.

Practice Areas
    Elder Law
    Estate Planning
    Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
    Probate
    Probate Administration, Probate Litigation, Will Contests
    Tax Law
    Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Jurisdictions Admitted to Practice
New Jersey
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New York
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Pennsylvania
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United States Tax Court
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Languages
  • English
Professional Experience
Shareholder
Sherman, Silverstein, Kohl, Rose & Podolsky, P.A.
Current
Education
Villanova University
B.S.
Honors: Magna Cum Laude
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Widener University
J.D.
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Professional Associations
New Jersey State Bar  # 000991986
Member
Current
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New York State Bar
Member
Current
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New York Bar Association
Current
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Pennsylvania State Bar
Member
Current
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Speaking Engagements
Lecturer, National Business Institute, American Institute of Certified Public Accountants
Websites & Blogs
Website
John R. Lolio, Jr.'s Website Profile
Website
Sherman, Silverstein, Kohl, Rose & Podolsky, P.A. Website
Social Media
Contact & Map
Sherman, Silverstein, Kohl, Rose & Podolsky, P.A.
New Jersey
East Gate Corporate Center
308 Harper Dr
#200
Moorestown, NJ 08057
Telephone: (856) 661-2094
Fax: (856) 488-4744