About
John R. Lolio, Jr. has vast revel in in all elements of estate planning and management.
Mr. Lolio is adept at making ready state-of-the-art wills and trusts for excessive net really worth clients. He understands that for clients to reap their desires and needs, absolutely incorporated plans are a need to. To that stop, Mr. Lolio works closely with customers economic advisors and accountants.
In addition, Mr. Lolio allows executors and trustees. He knows they are regularly thrust into those complicated roles with out understanding they've emerge as fiduciaries with heavy prison obligation. Mr. Lolio publications them to ensure they properly carry out their duties. He additionally prepares and files federal and state inheritance/property tax returns in New Jersey, Pennsylvania, and New York, and advises fiduciaries on, and helps them navigate via, IRS and state audits.
A frequent lecturer earlier than severa expert and business corporations, 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.
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Location
Legal Issues
- Elder Law
- Estate Planning
- Guardianship & Conservatorship, 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
Costs
Certificates
Languages
- English
Accepted Jurisdictions
Experience
- Shareholder
Sherman, Silverstein, Kohl, Rose & Podolsky, P.A.
Educations
Graduation year: 1976
Graduation year: 1980
Video Call/Chat Support
- Zoom
