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Louis A Mezzullo

Louis A Mezzullo

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Practice areas:

Exempt Organizations, Family, wealth, Employee Benefits

Louis Mezzullo

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Practice Areas

Licensed since 1976

  1. Exempt Organizations: 40%
  2. Employee Benefits: 20%
  3. wealth: 20%
  4. Family: 20%

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Contact Info

Luce Forward

6050 El Tordo
Rancho Santa Fe, CA, 92067

Luce Forward Hamilton & Scripps

6050 El Tordo PO Box 2329

Rancho Santa Fe, CA, 92067-2329

Withers Bergman LLP

Po Box 131690
Carlsbad, CA, 92013

Withers Bergman LLP

Rancho Santa Fe Plaza
162 S Rancho Santa Fe Rd B-55
Encinitas, CA, 92024

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Resume

License
StateStatusAcquiredUpdated
CAActive200602/26/2015
VAAuthorized to practice law197603/11/2014

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Recognized- Employee Benefits Law, Tax Law, Trusts and EstatesBest Lawyers in America2008
Ranked No. 1- Wealth Mngement W. Region - NationalChambers USA2008
RecognitionBest Lawyers in America2007
Southern California Super Lawyers - San Diego (Estate Planning)Super Lawyers2007
RecognitionBest Lawyers in America2006
RecognitionBest Lawyers in America2005
RecognitionBest Lawyers in America2004

Associations
Association NamePosition NameDuration
American Bar Association, Tax Section, Estate and Gift Taxes Committee, Business Planning SubcommitteeChair2007 - Present
American Bar Association, Taxation SectionVice Chair2007 - Present
American Bar FoundationN/AN/A
Virginia Law FoundationMemberN/A
International Academy of Estate and Trust LawMemberN/A
Richmond Bar AssociationMemberN/A
Virginia State BarMemberN/A
American Bar Association, Real Property, Probate and Trust Law SectionFormer ChairN/A

Education
School NameMajorDegreeGraduated
University of Richmond, The T. C. Williams School of LawLawJD - Juris Doctor1976
University of MarylandN/AMA - Masters1976
University of Maryland, College ParkN/ABA - Bachelor of Arts1967

Speaking Engagements
Conference NameTitleDate
Association of Corporate Counsel Round TableEstate Planning Issues2007
UnknownProviding Fiduciary Services in Uncertain Times: Business Succession Planning2006
American Bar Association Tax SectionUpdate on Family Partnerships2006
Heckerling Estate Planning InstituteThe Wrap-Up Presentation2006
Planning for the Future in Light of Estate Tax Reform or RepealLouis Susmann Annual Estate Planning Program2005
William & Mary Tax ConferencePlanning for Liquidity for the Real Estate Entrepreneur2005
The Pinnacle ForumPlanning for the Future in Light of Estate Tax Reform or Repeal, and Recent Cases Affecting Family Limited Partnerships2005
Estate Planning ConferenceFamily Limited Partnerships, Choice of Business Entity for Estate Planning Purposes, and Buy-Sell Agreements for Closely Held Corporations2005
Virginia Society of CPAs ConferenceBuy-Sell Agreements and Related Tax Issues for Closely Held Businesses2005
Northern Virginia Estate Planning CouncilPlanning for the Future in Light of Estate Tax Reform or Repeal2005
Tax Section and Real Property, Probate and Trust Law Joint CLE meetingRecent Cases Affecting Family Limited Partnerships and LLCs, and Buy-Sell Agreements and Related Topics for Closely Held Businesses2005
Tax Section and Real Property, Probate and Trust Law Joint CLE meetingRecent Cases Affecting Family Limited Partnerships and LLCs, and Buy-Sell Agreements and Related Topics for Closely Held Businesses2005
American College of Trust and Estate CounselCircular 2302005
Bank of America Private Bank, 21st Annual Attorney SeminarEthical Issues in Estate Planning; Buy-Sell Agreements and Business Succession Planning; Income Tax Issues when Forming and Dissolving Family Limited Partnerships and Limited Liability Companies; Choice of Entity for Estate Planning Purposes2005
Virginia Society of Certified Public Accountants, Financial Planning ForumBusiness Succession Planning2005
American Bar Association Tax SectionCircular 2302005
Great Lakes Federal Tax ConferenceGeneration Skipping Transfer Tax Planning and Installment Sales to Grantor Trusts2005
Delaware Estate Planning CouncilChoice of Entity for Estate Planning Purposes2005
Atlanta Bar and Atlanta Certified Public Accountants SocietyBusiness Succession Planning and Circular 2302005

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