We don't try to be everything to everybody. We do one thing, and we do it well. Our entire practice is focused exclusively on Wills, Trusts, estates and legacy protection planning—a complex field with wide-ranging legal, tax, and financial implications for clients. We believe you deserve, and are best served by, our undivided attention and dedication to this practice area.
Whether you have a multi-million-dollar estate that requires sophisticated tax and wealth transfer planning, complex family or business issues, or you need just the basics, you can expect that we always will speak with you, not at you.We don't try to impress you by quoting legal statutes and arcane tax provisions. We will explain everything in as much detail as you wish--whether that means describing general, overall concepts or offering word-by-word analyses.
Most important, we carefully consider the emotional and practical implications of estate and legacy planning, and strive to balance them with the technical and legal aspects.
In the end, everything we recommend is tailored specifically to you and your family: never more than you need, never less.
When you work with Donlon & Associates, you get more than superior legal counsel and expertly crafted documents—you also get comprehensive advice carefully tailored to coordinate with your tax situation and financial planning. We welcome input from your CPA and financial advisors, and believe strongly in a team approach to comprehensive estate planning. Our founder, Joseph Donlon, being both a licensed attorney and a holder of the prestigious Certified Financial Planner™ designation, has made this type of integrated planning a cornerstone of his practice.
We are diligent in returning client phone calls and e-mails. During business hours, we'll get back to you as soon as possible, often within minutes, and generally within two hours.
In all cases we guarantee that no call or e-mail will go unreturned for more than 24 hours.
We've done our best to reduce or eliminate hourly billings, whenever possible. Whether you require a simple will or a complex, multi-tiered estate or wealth protection plan we are happy to quote a flat fee for our services.
No surprises. No hidden fees.
With two locations, we can serve clients in New York City and throughout Long Island.
18 E. 48th Street, Ste. 1001
New York, NY 10017
Located on the corner of Madison Avenue, just blocks from Grand Central Station, Rockefeller Center, and numerous subway lines.
- Long Island:
We are moving! Update coming soon.