Joseph A Romano

Joseph A Romano

Lowenstein Sandler LLP

Joseph A Romano is an attorney in the New Jersey office of Lowenstein Sandler LLP. He represents high-net-worth clients in complex trust and estate planning aimed at the preservation of wealth and the maximization of tax benefits. Mr. Romano's practice focuses on the creation of sophisticated wills and trusts, such as grantor retained annuity trusts (GRATs), Delaware Incomplete Gift Non-Grantor Trusts (DINGs), and irrevocable life insurance trusts. In addition, he has assisted in the formation of tax-exempt organizations, as well as drafted and reviewed a variety of business planning and succession agreements. Mr. Romano also represents clients in tax controversies before the Internal Revenue Service and the state of New Jersey; on estate and gift tax matters; on payroll tax-related appeals and negotiations; and on collection alternatives for businesses and individuals alike, including offers in compromise and installment agreements. He earned his B.S degree from Bentley University, his J.D. degree from Seton Hall University School of Law and his LL.M. degree from New York University School of Law. Mr. Romano is admitted to practice in New Jersey and Florida.

Joseph A Romano's Courses

  • Maryland Estate Planning 2024: New Laws, Old Tools, and the Changes You Need to Make

    MD Specific

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    New York CLE Approved 7 Total
    OnDemand
  • Practicing Attorneys' Guide to Drafting Trustee Provisions

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    Alaska CLE Reciprocity 3 Total
    Arizona CLE Approved 3 Total
    California CLE Approved 3 Total
    Colorado CLE Approved 4 Total
    Connecticut CLE Approved 3 Total
    Delaware CLE Approved 3 Total
    Florida CLE Approved 3.5 Total
    Georgia CLE Approved 3 Total
    Hawaii CLE Approved 3 Total
    Idaho CLE Approved 3 Total
    Illinois CLE Approved 3 Total
    Maine CLE Approved 3 Total
    Minnesota CLE Approved 3 Total
    Missouri CLE Approved 3.6 Total
    Northern Mariana Islands CLE Approved 3 Total
    Mississippi CLE Approved 3 Total
    Montana CLE Approved 3 Total
    North Dakota CLE Approved 3 Total
    Nebraska CLE Approved 3 Total
    New Hampshire CLE Approved 3 Total
    New Mexico CLE Approved 3 Total
    Nevada CLE Approved 3 Total
    New York CLE Approved 3.5 Total
    Oklahoma CLE Approved 3.5 Total
    Oregon CLE Approved 3 Total
    Pennsylvania CLE Approved 3 Total
    Tennessee CLE Approved 3 Total
    Vermont CLE Approved 3 Total
    Washington CLE Approved 3 Total
    Wisconsin CLE Approved 3.5 Total
    West Virginia CLE Approved 3.6 Total
    Wyoming CLE Upon Request 3 Total
    OnDemand
    3 Pennsylvania CLE