About Joseph P.
Joseph P. Donlon is an attorney who trained at Fordham University School of Law. He took the conventional route through law school and into practice. The legal education he received in New York laid the groundwork for a career that blends legal counsel and financial planning.
He is admitted to practice in both New York and New Jersey and has built a practice centered on advising individuals and families on long-term planning. His professional credentials include certification from the CFP Board of Standards as a Certified Financial Planner. That credential informs how he approaches client matters, bringing financial planning principles into conversations about estates and successor planning.
Donlon has been active in the Estate Planning Council of New York City since 2009. That membership places him among peers who work at the intersection of law, taxation and fiduciary responsibility. Over the years his practice has reflected that intersection: drafting wills, establishing trusts, and coordinating estate plans with other trusted advisors such as accountants and financial planners.
He operates from offices in Manhattan and on Long Island under the name Donlon & Associates, PC. The firm arrangement allows him to serve clients with different needs and schedules. He sees clients who require straightforward estate documents and others who need multi-tiered plans that account for business interests, retirement assets and tax considerations.
Colleagues describe his approach as practical and detail-oriented. He seeks to translate complex rules into steps clients can act on. That often means preparing documents, advising on beneficiary designations and helping to organize financial affairs so a transition is smoother when it is needed. He also consults on financial planning questions in ways that connect investment and retirement decisions to legal planning.
Today he continues to practice from Donlon & Associates, PC, maintaining offices in New York City and on Long Island. His current work concentrates on estate planning and financial planning for individuals and families.
