Josele A. Finney
Josele A. Finney is the founder and principal owner of the Finney Law Firm. Ms. Finney was awarded her undergraduate degree summa cum laude from the University of Pennsylvania where she was elected to Phi Beta Kappa. She graduated with a Juris Doctor degree from Villanova Law School and earned a Masters Degree in Taxation from Temple University School of Law. She served as law clerk to the late Honorable Myron H. Gottlieb, Superior Court of New Jersey.
Ms. Finney is admitted to practice law in New Jersey and Pennsylvania. She is a longstanding member of the New Jersey Bar Association, Real Property, Trust and Estate Law Section as well as the Pennsylvania Bar Association, Real Property, Probate and Trust Law section. She is admitted to practice before the United States District Court for the District of New Jersey and both the New Jersey and Pennsylvania Supreme Courts. She is also a member of the American Bar Association and the Estate and Financial Planning Council of Southern New Jersey.
Ms. Finney specializes in the design and implementation of complex tax specific estate plans for clients throughout New Jersey and Pennsylvania. A significant portion of her practice also involves representing executors and trustees in estate administration matters, including post-death tax planning. Her counsel is likewise sought by closely-held business owners for general corporate and business matters, including preparation of business agreements of all types, business sales and acquisitions, and business succession issues. She also provides her individual clients with general personal tax advice.
Ms. Finney has lectured on a variety of estate planning and tax-related topics including wills and revocable living trusts, probate and estate administration matters, federal and state death tax planning, gift taxes, sophisticated estate planning techniques and business succession planning strategies.
