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Joseph P. Donlon

Joseph P. Donlon

Donlon & Associates, PC
  • Estate Planning
  • New Jersey, New York
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Biography

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.

Practice Area
Estate Planning
Trusts, Wills
Additional Practice Areas
  • Wills & Trusts
  • Probate & Estate Administration
  • Estate Tax Planning
  • Medicaid Protection Trusts for your home (Income only trusts)
  • Special Needs Trusts (SNT)
Fees
  • Free Consultation
Jurisdictions Admitted to Practice
New Jersey
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New York
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Education
Fordham Univ. School Of Law
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Professional Associations
Estate Planning Council of NYC
Member
- Current
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New York State Bar  # 4026217
Member
- Current
Activities: Trusts & Estates section member Elder Law section member
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Certifications
CERTIFIED FINANCIAL PLANNER
CFP Board of Standards
Websites & Blogs
Website
Website
Contact & Map
Donlon & Associates, PC (NYC)
233 Broadway
Ste 801
New York, NY 10279
US
Telephone: (212) 242-8300
Monday: 9 PM - 5:30 AM
Tuesday: 9 AM - 5:30 PM
Wednesday: 9 AM - 5:30 PM
Thursday: 9 AM - 5:30 PM
Friday: 9 AM - 4:30 PM
Saturday: Closed
Sunday: Closed (Today)
Donlon & Associates, PC (LI)
445 Broadhollow Rd
Ste 124
Melville, NY 11747
US
Telephone: (516) 522-8900