Joseph Verciglio

Practice Areas

Joe Verciglio counsels high-net-worth individuals and families in the area of estate planning. Joe's practice encompasses all phases of such planning, including lifetime gifting, testamentary dispositions, estate administration, and the preparation and filing of gift and estate tax returns. Joe works with clients to implement wealth transfer strategies that contain the right balance of personal planning and tax savings objectives. Personal planning objectives can include creditor protection, pre- and postnuptial agreements, and the use of various trust and entity structures, i.e., limited liability companies (LLCs) and limited liability partnerships (LLPs), to create a framework to control distributions to beneficiaries both now and in the future. The tax objective is typically to reduce estate, gift and generation-skipping transfer taxes. Tax savings are accomplished through the particular structure of the estate plan. A properly structured estate plan also takes into account personal and/or trust (or other entity) income taxation to achieve optimal results. Charitable planning is also an important facet of Joe's practice. He is able to offer solutions to clients that allow them to accomplish their philanthropic goals (including, for example, the establishment of family foundations, donor advised funds, or simple lifetime or testamentary outright gifting).