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Louis A Mezzullo

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10.0

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Overview

Practice Areas

40% Tax
20% Estate Planning
20% Family
20% Employee Benefits

Contact Information

Luce Forward Hamilton & Scripps

6050 El Tordo PO Box 2329

Rancho Santa Fe, CA 92067

Office: 858-381-8014
View map | Edit this address
Luce Forward

6050 El Tordo

Rancho Santa Fe, CA 92067
View map | Edit this address

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Résumé

License

36 years since Louis A Mezzullo was first licensed to practice law.

State	License status	Year acquired	Last updated by Avvo
Virginia	Authorized to practice law	1976	10/09/2009
California	Active	2006	11/04/2011

We have not found any instances of professional misconduct for this lawyer.

Education

School	Major	Degree	Graduated
University of Richmond, The T. C. Williams School of Law	Law	JD - Juris Doctor	1976
University of Maryland School of Law		MA - Masters	1976

See all 3 degrees

Awards

Award Name	Granting Organization	Date
Recognized- Employee Benefits Law, Tax Law, Trusts and Estates	Best Lawyers in America	2008
Ranked No. 1- Wealth Mngement W. Region - National	Chambers USA	2008

See all 7 awards

Associations

Position	Association Name	Duration
Chair	American Bar Association, Tax Section, Estate and Gift Taxes Committee, Business Planning Subcommittee	2007-present
Vice Chair	American Bar Association, Taxation Section	2007-present

See all 8 association entries

Portfolio

Speaking Engagements

Presentation Name	Conference	Date
Estate Planning Issues	Association of Corporate Counsel Round Table	2007
Providing Fiduciary Services in Uncertain Times: Business Succession Planning	Unknown	2006

Update on Family Partnerships	American Bar Association Tax Section	2006
The Wrap-Up Presentation	Heckerling Estate Planning Institute	2006
Louis Susmann Annual Estate Planning Program	Planning for the Future in Light of Estate Tax Reform or Repeal	2005
Planning for Liquidity for the Real Estate Entrepreneur	William & Mary Tax Conference	2005
Planning for the Future in Light of Estate Tax Reform or Repeal, and Recent Cases Affecting Family Limited Partnerships	The Pinnacle Forum	2005
Family Limited Partnerships, Choice of Business Entity for Estate Planning Purposes, and Buy-Sell Agreements for Closely Held Corporations	Estate Planning Conference	2005
Buy-Sell Agreements and Related Tax Issues for Closely Held Businesses	Virginia Society of CPAs Conference	2005
Planning for the Future in Light of Estate Tax Reform or Repeal	Northern Virginia Estate Planning Council	2005
Recent Cases Affecting Family Limited Partnerships and LLCs, and Buy-Sell Agreements and Related Topics for Closely Held Businesses	Tax Section and Real Property, Probate and Trust Law Joint CLE meeting	2005
Recent Cases Affecting Family Limited Partnerships and LLCs, and Buy-Sell Agreements and Related Topics for Closely Held Businesses	Tax Section and Real Property, Probate and Trust Law Joint CLE meeting	2005
Circular 230	American College of Trust and Estate Counsel	2005
Ethical 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 Purposes	Bank of America Private Bank, 21st Annual Attorney Seminar	2005
Business Succession Planning	Virginia Society of Certified Public Accountants, Financial Planning Forum	2005
Circular 230	American Bar Association Tax Section	2005
Generation Skipping Transfer Tax Planning and Installment Sales to Grantor Trusts	Great Lakes Federal Tax Conference	2005
Choice of Entity for Estate Planning Purposes	Delaware Estate Planning Council	2005
Business Succession Planning and Circular 230	Atlanta Bar and Atlanta Certified Public Accountants Society	2005

See all 19 speaking engagements

Louis A Mezzullo

Overview

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Résumé

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Awards

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