Joseph G. Dolan

Dolan Joseph

Principal Morristown, NJ
973.889.4109
jgdolan@pbnlaw.com

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Joe Dolan is a Principal in Porzio, Bromberg & Newman, P.C.'s Wealth Preservation Department and the founding member of the firm's Trusts & Estates Practice. Mr. Dolan has been practicing law for nearly 25 years and has more than 30 years of experience working as a professional in the business, financial and tax fields. Mr. Dolan has a rare combination of tax and business acumen and trial experience that makes him unique among Tax, Trusts & Estates attorneys and estate and business litigators.

Mr. Dolan uses his tax knowledge and experience to counsel and advise wealthy individuals, families, professionals, business owners and entrepreneurs in estate planning matters to successfully transfer their wealth from one generation to the next with as little income, estate and gift tax consequences possible. Mr. Dolan guides families, Administrators and Executors through the probate process and assists with the preparation of federal and state inheritance and estate tax returns and fiduciary income tax returns.

Mr. Dolan also assists clients with the formation of business organizations such as corporations, partnerships and limited liability companies. He assists clients with business governance matters. Mr. Dolan has also counseled clients in connection with the sale or transfer of all or a portion of their business organization.

An accomplished litigator, Mr. Dolan utilizes his litigation experience and skills to successfully represent clients in substantial litigation matters in both federal and state courts. In the course of his experience, Mr. Dolan has represented executors, administrators, trustees, beneficiaries, guardians, incapacitated persons, surviving spouses, and families in estate, trust, guardianship and fiduciary litigation matters. Estate and trust litigation matters frequently involve disputes over family-owned businesses or interests in real property.  As such, Mr. Dolan has also represented businesses, business owners, corporations, Corporate Directors, and Limited Liability Company members in corporate divorce, oppressed minority shareholder, oppressed minority limited liability company members, breach of contract, and commercial disputes in both federal and state courts.

Because of Mr. Dolan's reputation as an attorney who can successfully navigate complicated trust and estate disputes, he is frequently appointed as the Court Appointed Attorney, Guardian and Guardian ad litem, Administrator and Trustee by County Surrogates and Chancery Division Judges in New Jersey.

Prior Relevant Experience
  • Laufer, Knapp, Torzewski & Dalena, LLC, Morristown, NJ, 2003–2006
  • Lowenstein Sandler, P.C., 2002–2003
  • Drinker Biddle & Reath LLP, 1998–2001
Honors and Awards
  • Top 50 Verdicts in New Jersey, TopVerdict.com, Danish Crown Amba v. Rupari Food Services, 2016.

Honors and Awards

Organizations/Memberships
  • New Jersey State Bar Association (Real Property Probate and Trust and Taxation Sections)
  • American Bar Association (Real Property Probate and Trust and Taxation Sections)
  • Morris County Bar Association
  • New Jersey Society of Certified Public Accountants
  • Northern New Jersey Estate Planning Council
Publications
Speaking Engagements
  • "Step by Step Guide to NJ Estate and Inheritance Tax," NJCPA CPE seminar, Neptune, NJ, October 3, 2017.
  • "Probate Boot Camp," National Business Institute CLE program. Hasbrouck Heights, NJ, September 26, 2017. 
  • "Probate Boot Camp," National Business Institute CLE program. South Plainfield, NJ, September 19, 2017.  
  • "Trusts 101," National Business Institute CLE program, Newark, NJ, February 10, 2017.
  • "The Probate Process From Start to Finish," National Business Institute CLE program, Edison, NJ, December 21, 2016. 
  • "The Probate Process From Start to Finish," National Business Institute CLE program, Saddle Brook, NJ, May 18, 2016.
  • "Estate Administration - From Tax to Trial," CPE seminar, Morristown, NJ, October 27, 2015.
  • "Estate Administration - From Tax to Trial," CPE seminar, Maywood, NJ, September 29, 2015.
  • "IRS Appraisal Standards and Appraiser Penalties," National Association of Independent Fee Appraisers, Atlantic City, NJ, April 10, 2013.

Practice

Industries

Related Media

Bar Admissions

  • New Jersey, 1992
  • U.S. District Court, District of New Jersey, 1992
  • U.S. Tax Court, 1996

Education

Villanova University School of Law, LL.M. Taxation, 2003

Seton Hall University School of Law, J.D., 1992

Saint Peter’s College, B.S., magna cum laude, 1986

Contact Address

100 Southgate Parkway

Morristown, NJ 07962-1997

Phone: 973.538.4006

Fax: 973.538.5146

  • Dolan Joseph