PREMIUM
John R. Lolio Jr
  • Elder Law, Estate Planning, Probate...
  • New Jersey, New York, Pennsylvania
Badges
Claimed Lawyer ProfileLII GoldSocial Media
Summary

John R. Lolio, Jr. has significant experience in all aspects of estate planning and administration.

Mr. Lolio is adept at preparing sophisticated wills and trusts for high net worth clients. He understands that for clients to achieve their goals and wishes, fully integrated plans are a must. To that end, Mr. Lolio works closely with clients' financial advisors and accountants.

In addition, Mr. Lolio helps executors and trustees. He knows they are often thrust into these complex roles without realizing they have become fiduciaries with heavy legal responsibility. Mr. Lolio guides them to make sure they properly perform their duties. He also prepares and files federal and state inheritance/estate tax returns in New Jersey, Pennsylvania, and New York, and advises fiduciaries on, and helps them navigate through, IRS and state audits.

A frequent lecturer before numerous professional and business organizations, 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.

Education
Villanova University
B.S.
Honors: Magna Cum Laude
Villanova University Logo
Widener University
J.D.
Widener University Logo
Professional Experience
Shareholder
Sherman, Silverstein, Kohl, Rose & Podolsky, P.A.
Current
Speaking Engagements
Lecturer, National Business Institute, American Institute of Certified Public Accountants
Professional Associations
New Jersey State Bar # 000991986
Member
Current
Placeholder image for professional associations.
New York State Bar
Member
Current
Placeholder image for professional associations.
New York Bar Association
Current
Placeholder image for professional associations.
Pennsylvania State Bar
Member
Current
Placeholder image for professional associations.
Jurisdictions Admitted to Practice
New Jersey
Placeholder image for jurisdictions.
New York
Placeholder image for jurisdictions.
Pennsylvania
Placeholder image for jurisdictions.
United States Tax Court
Placeholder image for jurisdictions.
Practice Areas
  • Elder Law
  • Estate Planning
  • Probate
  • Tax Law
Languages
  • English
Websites & Blogs
Website
John R. Lolio, Jr.'s Website Profile
Website
Sherman, Silverstein, Kohl, Rose & Podolsky, P.A. Website
Contact & Map
Sherman, Silverstein, Kohl, Rose & Podolsky, P.A.
New Jersey
East Gate Corporate Center
308 Harper Dr
#200
Moorestown, NJ 08057
USA
Telephone: (856) 661-2094
Fax: (856) 488-4744