Law Offices of Joseph M. Landolfi, Jr., P.L.

What Constitutes a Good Referral To our Firm:

1) The following describes the type of products or services I offer:

· Estate Planning

· Taxation

· Entity Formation

· Business/Succession Planning

· Estates and Trusts Administration

· Medicaid/Elder Law Planning

2) Examples of Qualifies Referrals for me would be :

· Individuals that wish to have a comprehensive plan in place in the event of incapacity or death

· High net worth individuals

· Parent(s) that have minor children

· Life Partners wishing to memorialize the disposition of assets

· Individuals wishing to avoid Guardianship

3) The Perfect Referral for me is:

· An Individual / Family that has recently moved to Florida

· An Individual who is acquiring investment property in Florida

· Parent(s) with a minor child

· An individual who’s family member has recently passed away

· Individuals who have not reviewed his/her/their estate planning documents in the past 3 to 5 years

· Individuals who have an accession to wealth due to employment, investments, inheritance, etc.

· Individuals with family members that require Special Needs

4) Notable Mention

• Education: Bachelor of Science in Accountancy from Villanova University; Masters of Science in Taxation from Fairleigh Dickinson University; Juris Doctor (J.D. with a concentration in taxation) from St. Thomas University School of Law; and Master of Laws (LL.M. in Taxation ) from Boston University School of Law Graduate Tax Program.
• Prior Chairman of the Board of The Deaf Service Center of Palm Beach County, Inc. (2003 – 2008)
• Adjunct Professor as St. Thomas University School of Law