Joseph C. Mahon is a partner in our Estate Planning & Administration Group, advising high net worth clients, executives and business owners on family wealth planning, administration and succession. Mr. Mahon regularly assists clients in structuring, documenting and implementing plans and transactions to maximize and protect wealth.
For more than 25 years, Mr. Mahon has advised clients on a range of issues, including: 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. Mr. Mahon also regularly advises clients on trust and estate litigation and dispute resolution, including contested guardianships, and on tax and other issues unique to Non-U.S. persons and assets.
Mr. Mahon is a frequent writer on Trusts and Estates matters. His articles have appeared in Trusts & Estates magazine,Estate Planning magazine, New Jersey Lawyer, Unique Homes, and other publications. His leading 2011 article on the impact of income taxes on estate planning pursuant to recent tax changes -- "The 'TEA' Factor: How Much Appreciation Must Occur for a Gift to Provide Estate Tax Savings Greater Than Income Tax Costs?"— was published by Trusts & Estates magazine in August 2011. Mr. Mahon has lectured frequently on estate planning for leading organizations including New York City Bar Association, New York State Bar, New Jersey Institute for Continuing Legal Education, New Jersey Society of Certified Public Accountants, and Princeton Bar Association.
Mr. Mahon served as a member of the New York City Bar's Committee on Trusts & Estates (1987-1989), and the New York State Bar Association’s Committee on Legislation -- Trusts & Estates Section (1990-1996). He has also served on several charitable boards and is currently a member of the Board of Trustees of the Hudson Valley Shakespeare Festival, in Cold Spring, New York.
He is admitted to practice in New Jersey, New York, Pennsylvania and Texas.