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 York City Bar Association, New Jersey State Bar Association and other legal and non-legal organizations.

Practices

  • Tax, Trusts and Estates

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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
  • U.S. Tax Court

Newsroom

Presentations

Client Alerts

Rankings and Recognition

  • Selected for inclusion in:
  • Martindale-Hubbell®* AV Rating

* See Award Methodology. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.

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

  • Member, Professional Advisors Council, Calvary Hospital, Bronx, NY


Education

  • J.D., Columbia Law School
  • B.A., Trinity College

Bar Admissions

  • New Jersey
  • New York