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.