John's practice focuses on all aspects of wills and trusts and estate matters with an emphasis on probate litigation, on a national basis. He offers a unique skill set with more than three decades of experience in tax, trusts and estates and litigation. This combination of extensive litigation experience with tax, trusts and estates knowledge proves invaluable to achieving a client’s objectives, whether in probate litigation or estate planning.
Probate litigation is a unique and growing area of the law. With his probate litigation experience, Mr. Loalbo is familiar with the unique rules, procedures and substantive law involved in probate litigation. As a litigator with a trusts and estates and tax law background, including an LL.M. in Taxation, he brings to the courtroom an ability to draw on his years of experience counseling clients regarding sophisticated estate planning and estate administration, including related tax ramifications. This dual background allows John to efficiently identify any deficiencies in an adversary’s case and use it to achieve his client’s goals. For example, Mr. Loalbo knows the precise questions to ask during a trial and the appropriate answers to those questions, allowing him to create a basis on which to discredit an adversary’s expert testimony or even disqualify the expert from testifying.
Trusts & Estates Planning
His probate litigation experience also informs the estate planning choices offered to the firm’s clients. His experience allows him to anticipate commonly litigated issues and recommend estate plan features that reduce the likelihood that these plans later end up in litigation.
Mr. Loalbo received an LL.M. from Boston University School of Law, where he was a member of the Boston University Journal of Tax Law. He received his J.D. from Gonzaga University School of Law, where he was a member of the Canadian-American Law Review, and earned his B.A. from Seton Hall University.
Prior to joining Windels Marx, Mr. Loalbo was a Partner at Riker Danzig and, prior to that, Weiner Lesniak LLP. He has authored several publications on a myriad of trust and estates topics.