Joseph Verciglio
High Net Worth Guide 2024
Band 2 : Private Wealth Law
Band 2
About
Provided by 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. Charitable planning is also an important facet of Joe’s practice, as he is able to offer solutions to clients that allow them to accomplish their philanthropic goals. Joe also has a focus on advising closely-held business owners with respect to business succession planning and organizational structure and governance. He will often serve as outside general counsel to such businesses, coordinating with BakerHostetler attorneys in various practice groups to accomplish the matter at hand.
Chambers Review
High Net Worth
Joseph Verciglio advises high net worth individuals and families on private wealth issues, including estate administration and charitable planning.
Strengths
Provided by Chambers
"Joe is a great advocate for his clients. He is responsive to inquiries and appreciates opinions and ideas from other advisers."
"He is a wonderful communicator with a great personality."
"Joe's manner and level of engagement is superb."
"Joe is a great advocate for his clients. He is responsive to inquiries and appreciates opinions and ideas from other advisers."
"He is a wonderful communicator with a great personality."
"Joe's manner and level of engagement is superb."