Joseph Monte Jr.
Joe Monte's counsel is sought extensively in the areas of estate planning and business matters and for general legal advice. Clients value his effectiveness, reliability, and thoroughness. His demeanor is empathetic and gentle. His reassuring nature helps reduce the stress often times found in legal affairs. He is open and accessible and assures clients that he will efficiently bring their legal issues to conclusion. Many clients have praised him for his responsiveness both in the simple act of returning phone calls to quickly and efficiently following through on their concerns.
Joe specializes in estate planning and estate administration and is highly qualified to prepare sophisticated estate plans. He has successfully handled numerous federal estate tax audits. Joe takes pride in guiding families as they transfer businesses from the older generation to the younger.
His focus in business, from small to large, includes everything from the formation of various business entities to the preparation of business agreements and documents and to the representation of buyers and sellers in the purchase and sale of businesses. Business clients rely on Joe for his advice and experience. Clients have put their confidence in him for over four decades, often times as the business transitions to the next generation.
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