Joseph Mahon is a partner in the firm’s Estate Planning & Administration Group. He has, for more than 25 years, advised clients on Estate Planning, Estate, Gift and Income Tax Planning, Generation Skipping Transfer Tax Planning, State Death Taxes, Family Office Services, Family Governance, Liquidity Events, Business Succession, Insurance, Lifetime Gifts, including Valuation Discounts, Grantor Trusts, Dynasty Trusts, Family Limited Partnerships, Intra-Family Loans, Grantor Retained Annuity Trusts, Private Annuities, Qualified Personal Residence Trusts, Crummey Trusts, Trust Terminations, Trustee Succession, Trust Protectors, Pre-Nuptial Agreements, Powers of Attorney, and Health Care Proxies.
He also guides clients through trust and estate litigation and dispute resolution, including contested guardianships and other issues unique to non-U.S. persons and assets.
Joe is rated AV Preeminent by Martindale Hubbell* in Estate Planning and Administration. He has been selected for inclusion on the New York “Super Lawyers**” list since 2012 in Estate Planning and Probate. This peer designation is awarded to only a select number of attorneys in each state. He was also named to the Best Lawyers in America*** list since 2017 in Trusts and Estates.