Joseph C. Mahon

Partner

Phone: 646-795-4090

Fax: 646-795-4091

Email: jmahon@cooperlevenson.com

Location: New York, New York

Profile

Joseph C. Mahon is a partner in the Estate Planning and Administration Group and provides legal services covering Estate Planning & Probate, Estate & Trust Litigation and Tax: Consumer and Tax: Business.

For more than 25 years, he has 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 graduated from the University of Pennsylvania with a B.A. He earned his Juris Doctor from Rutgers School of Law – Camden and his LL.M. in Taxation from New York University School of Law.

Experience

Joe served as a member of the New York City Bar’s Committee on Trusts & Estates, the New York State Bar Association’s Committee on Legislation — Trusts & Estates Section. 

He has served on the Committee on Taxation, from 2018 through the present. He has also served on several charitable boards, including the Board of Trustees of the Hudson Valley Shakespeare Festival, in Cold Spring, New York.

A graduate of the University of Pennsylvania (B.A.), Rutgers University Law School – Newark (Juris Doctor), and New York University School of Law (LL.M., Taxation), Joe is admitted to practice in New Jersey and New York.

Awards

AV Preeminent®: Joseph has been given the highest peer rating standard. Martindale-Hubbell conducts a thorough review of attorneys  through a secure online peer review survey where a lawyer’s ethical standards and legal ability in a specific area of practice is assessed by their peers. They are an elite group of attorneys who have been rated highly by their peers as having Very High Ethical Standards and an A grade (4.5 or higher).

Joseph was selected to Super Lawyers for 2012 – 2022. Super Lawyers, part of Thomson Reuters, selects attorneys using “a patented multiphase selection process. Peer nominations and evaluations are combined with independent research.” This peer designation is awarded only to a select number of accomplished attorneys in each state. The Super Lawyers selection process considers peer recognition, professional achievement in legal practice, and other cogent factors.

Articles/Seminars

Joe has authored numerous articles on trust and estate matters and his articles have appeared in:

Joe has lectured frequently on estate planning for leading organizations including:

 

 

Published Case Law

·         In re Trust Created By Agreement Dated Dec. 20, 1961, 194 N.J. 276