CONTACT JOSEPH DONLON
Fordham University School of Law, Bronx, New York
Adelphi University, Garden City, New York
B.A., Honors College, 1998
State of New York, 2002
State of New Jersey, 2002
Trusts, Estates & Succession Planning
Corporate & Transactions
Joseph Donlon, CFP
Joseph Donlon focuses his practice on Wills, Trusts, & Estates, with more than 15 years of advisory experience to clients in complex matters. His client base is wide-ranging, and he serves entrepreneurs and business leaders. Joe specializes in the development of Special Needs Trusts, and he works with small and mid-size business owners on succession planning including buy/sell agreements and intra-family transfers.
Licensed to practice in the states of New York and New Jersey, he received his law degree from Fordham University School of Law where he was a member of the International Law Journal. A graduate of the Honors College at Adelphi University, he served as co-founder and editor-in-chief of Symposium, a student academic journal. In addition to his law licenses, Mr. Donlon has earned the prestigious Certified Financial Planner (CFP®) designation, a rare distinction amongst estate planning attorneys.
Certified Financial Planner™