John R. Lolio Jr

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.

Villanova University

B.S.

1976

Honors: Magna Cum Laude

Widener University

J.D.

1980

Shareholder

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

Current

Beneficiary Controlled Trusts

2013

Return of the Estate Tax in the 2010 Tax Relief Act

2011

Modified Carryover Basis Rules of I.R.C. §1022 Current Implications

2010

Lecturer, National Business Institute, American Institute of Certified Public Accountants

New Jersey State Bar  # 000991986

Member

Current

Pennsylvania State Bar

Member

Current

New York State Bar

Member

Current

New York Bar Association

Current

New Jersey

Since 1986

New York

Since 1986

Pennsylvania

Since 1980

United States Tax Court

• Free Consultation