About

John R. Lolio Jr, a lawyer in Moorestown, New Jersey, has considerable revel in in estate planning and management. He focuses on making ready wills and trusts for excessive net worth clients, running intently with monetary advisors and accountants to create completely incorporated plans. Mr. Lolio additionally assists executors and trustees, guiding them via their felony responsibilities and tax duties. As a frequent lecturer and board member of personal foundations, Mr. Lolio is a depended on professional within the area.

John R. Lolio, Jr. is a rather experienced attorney primarily based in Moorestown, New Jersey, with a strong attention on estate making plans and administration. With his information in this location, Mr. Lolio is capable of assist customers in getting ready sophisticated wills and trusts, in particular for excessive net worth individuals. He understands the significance of making absolutely included plans to assist clients obtain their goals and wishes, and he works intently with their economic advisors and accountants to make certain a comprehensive method.

In addition to his paintings with customers, Mr. Lolio additionally presents steerage to executors and trustees who may be strange with their legal duties. He helps them navigate via complex roles and guarantees that they properly carry out their responsibilities. Furthermore, Mr. Lolio is properly-versed in preparing and filing federal and state inheritance/property tax returns in New Jersey, Pennsylvania, and New York. He also advises fiduciaries on IRS and kingdom audits, supporting them through any challenges they'll face.

As a reputable figure within the legal and monetary network, Mr. Lolio is a common lecturer at professional and commercial enterprise companies inclusive of the National Business Institute and the American Institute of Certified Public Accountants. He shares his knowledge and expertise with others in the discipline, contributing to the expert development of his peers. Additionally, Mr. Lolio serves at the Board of Directors and holds officer positions in several private foundations, in addition demonstrating his dedication to giving back to the community.

Legal Issues

Elder Law

Estate Planning

Guardianship & Conservatorship Estate Administration, 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

Certificates

No Certifications

Languages

• English

Accepted Jurisdictions

Experience

• Shareholder
  Sherman, Silverstein, Kohl, Rose & Podolsky, P.A.
  

Education

Associations

Costs

Location