Joseph Donlon, CFP

Manhattan: 212.984.0619
Long Island: 516.280.8600

Joseph P. Donlon is Of Counsel to Mohen Cooper, and focuses his practice on Wills, Trusts & Estates. He offers more than 15 years of interdisciplinary advisory experience to clients in a complex and dynamic field of law.

Mr. Donlon’s client base is wide-ranging, and includes young families just starting out, local entrepreneurs growing their businesses, Wall Street traders and Managing Directors, and CEOs and other “C-Suite” executives of both public and private companies.

Mr. Donlon has extensive experience working with both fundamental and advanced planning techniques, from basic wills and revocable trusts, to complex estate tax strategies, including credit shelter planning, irrevocable life insurance trusts (ILITs), grantor trusts (GRATs and IDGTs) and family entities (FLPs, and FLLCs). He also focuses a portion of his practice on helping families who have a child with developmental disabilities properly structure and fund supplemental needs trusts (a/k/a Special Needs Trusts). In addition, he works closely with small business owners on succession planning, including buy/sell agreements and intra-family transfers.

Mr. Donlon is licensed to practice law in the States of New York and New Jersey. He earned his law degree from Fordham University School of Law (2001), where he was a member of the Fordham International Law Journal, and his Bachelor’s degree from the Honors College at Adelphi University (1998), where 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. He integrates his education and experience in this area into a holistic approach to estate planning that considers the client’s income tax situation, business structure, insurance coverage and overall financial plan in addition to their testamentary goals.

Adelphi University 1998
Fordham University 2001

our locations

100 Park Avenue - 16th Floor
New York, NY 10017
(212) 984-0619

500 N. Broadway - Suite 133
Jericho, NY 11753
(516) 280-8600