Joseph P. Donlon

New York estate planning attorney Joseph P. Donlon is the founder of Donlon & Associates, PC. Joe's practice is dedicated to helping clients prevent family strife, reduce taxes, and protect their assets and legacies from lawsuits, creditors, and nursing home costs. He has worked with a wide range of clients during his professional career, from those of modest means with basic needs, to those possessing tens of millions of dollars in assets and requiring sophisticated planning. He is a frequent lecturer and presenter on estate planning topics and is routinely invited to speak before financial institutions, civic groups, and business gatherings.

Joe earned his Bachelor's degree, 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 licensed attorney, 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.

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

• Free Consultation

New Jersey

Since 2010

New York

Since 2002

Fordham Univ. School Of Law

Estate Planning Council of NYC

Member

2009 - Current

New York State Bar  # 4026217

Member

2002 - Current

Activities: Trusts & Estates section member Elder Law section member

CERTIFIED FINANCIAL PLANNER

CFP Board of Standards