Joseph P. Scorese

Joseph P. Scorese

Member
 

Joseph P. Scorese is a Member of the Sills Cummis & Gross Tax, Trusts and Estates Practice Group. Mr. Scorese’s primary area of practice is complex estate planning and estate and trust administration for high net worth individuals and families. Mr. Scorese counsels clients in the New York and New Jersey area and helps them design and realize both appropriate and realistic estate planning goals. He then implements those goals with customized drafting solutions utilizing the latest cutting-edge strategies including sophisticated wills, revocable trusts, irrevocable life insurance trusts (ILITs), charitable remainder trusts (CRATs and CRUTs) and charitable lead trusts (CLATs and CLUTs), family limited partnerships and limited liability companies, qualified personal residence trusts (QPRTs), grantor retained annuity trusts (GRATs) and intentionally-defective grantor trusts (IDGTs). In the complicated area of estate and trust administration, Mr. Scorese readily and regularly engages with fiduciaries and beneficiaries to provide creative tax planning ideas which can help minimize the bite of taxation from income and capital gains taxes, estate tax, gift tax and generation-skipping transfer tax, thereby maximizing the amount of wealth passing to family.

Mr. Scorese has served as an Adjunct Professor of Law at Rutgers Law School in Newark, New Jersey, and currently serves as the Program Chair for the New York University Summer Institute in Taxation’s “Introduction to Trusts & Estates” program, where he lectures on the generation-skipping transfer. He has also presented various estate planning continuing legal education programs offered through the American Bar Association, New Jersey State Bar Association and other legal and non-legal organizations.

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Court Admissions

U.S. District Court, District of New Jersey
U.S. District Court, Southern District of New York
U.S. District Court, Eastern District of New York

Newsroom

Presentations

  • Residency & Related Tax Issues

    State Income Taxation of Trusts: Can Any Reliable Residency Rules Be Realized From Kaestner? Greater Middlesex Somerset County Estate Planning Council 11/4/2020
  • Introduction to Trusts and Estates

    Essential Knowledge: Income Taxation and Generational Planning for Trusts, Estates and Individuals New York University School of Professional Studies 7/16/2020

Rankings & Recognition

Martindale-Hubbell®* AV Rating

*See Award Methodology

Affiliations

Fellow, American College of Trust and Estate Counsel
Member, Estate Planning Council of Bergen County, Inc.
Member, New Jersey State Bar Association
– Member and former Board of Consultors Member, Real Property, Trust and Estate Section
Member, New York State Bar Association
– Member, Trusts and Estates Law Section
Member, New York City Bar Association
– Member, Estate and Gift Tax Committee
Professional Planned Giving Advisory Committee Member, New Jersey Symphony