Joseph W. Mooney, III
Joseph W. Mooney, III is a tax and estate planning lawyer with more than 35 years of experience representing individuals, fiduciaries, closely held business owners and their families. Joe has represented taxpayers in Federal, State and local tax controversies, in administrative proceedings,and before the United States Tax Court and the U.S. Court of Appeals for the Second Circuit. Joe is active in bar matters and has been a frequent speaker before Bar Associations and Estate Planning Councils. Joe served as a member of the American Bar Association’s Real Property Probate & Trust Law Section’s Task Force on Federal Wealth Transfer Taxes (2002 – 2004) and served as Chair of the American Bankers Association’s Trust Tax Committee (2001 – 2008). Joe also served as a member of the Multi-Disciplinary Task Force on Generation Skipping Transfer Taxation, the American Bar Association’s Real Property Probate & Trust Law Section’s Task Force on Intellectual Property & Estate Planning (2006-2008). In November of 2007, Joe testified before the Internal Revenue Service in behalf of the American Bankers Association in opposition to proposed fiduciary income tax regulations under IRC Sec. 67 (e) issued by the Treasury Department in anticipation of the United States Supreme Court’s consideration of Knight v. Commissioner of Internal Revenue, decided in January 2008. Joe is a long time member of the bar in New York, Florida and Missouri. In 2007, he was admitted as a solicitor of the Supreme Court of England and Wales.
    Education & Military Service
  • Washington University School of Law, L.L.M, Tax Law (1980)
  • Truman State University, M.A. (1976)
  • Columbia Law School, J.D. (1973)
  • St. Louis University, M.S. Economics (1971)
  • Active Duty United States Army - Vietnam Veteran (1969 – 1971)
  • St. Louis University, B.S. Finance (1967)
    Admission
  • New York (attorney and certified public accountant)
  • Florida
  • Missouri
    Memberships
  • Bar Association of Metropolitan St. Louis
  • Law Society of England and Wales
  • American Bar Association
  • St. Louis Country Economic Council
  • St. Louis Enterprise Centers
  • St. Louis University Bequest and Gift Council