Mark Allen Ziebold

Mark Allen Ziebold

5.0
Rating: 9.9

Licensed for 22 years

Estate planning Lawyer at Costa Mesa, CA
Practice Areas: Estate Planning, Tax, Business, Probate

695 Town Center Drive, 7th Floor, Costa Mesa, CA

About Mark

Biography

Practice Areas

4

Practice Areas

Estate Planning 40%

Planning with Revocable Trusts, Wills, Powers of Attorney, Health Care Directives, Trust Administration, Probate, and Asset Protection.

22 years | 200 cases

40%
Tax 40%

Advanced planning for high net worth estates using Family LLC's and LP's, advanced life insurance strategies (financed, split dollar), Charitable Planning (formation of private foundations and public charities, charitable lead and remainder trusts), Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, and other advanced techniques.

22 years | 200 cases

40%
Business 10%

Formation of Corporations, Partnerships, and Limited Liability Companies for operating businesses and startups.

22 years | 50 cases

10%
Probate 10%

Full probate administration of the estates of decedents, petitioning the probate court to fund a trust with assets after death, petitioning the probate court for early termination of irrevocable trusts and for modification of irrevocable trusts.

22 years | 50 cases

10%

Fees and Rates

Cost

Hourly Rates

$ 500-750 per hour

Pro bono

5 %


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in Hawaii for 6 years

State: Hawaii

Acquired: 2019

Active

No misconduct found

Licensed in South Dakota for 9 years

State: South Dakota

Acquired: 2016

Active

No misconduct found

Licensed in Texas for 12 years

State: Texas

Acquired: 2013

Eligible to Practice in Texas

No misconduct found

Licensed in Arizona for 17 years

State: Arizona

Acquired: 2008

Active

No misconduct found

Licensed in Nevada for 18 years

State: Nevada

Acquired: 2007

Active

No misconduct found

Licensed in California for 22 years

State: California

Acquired: 2003

Active

No misconduct found

Location

Million Voorhees Ziebold, LLP DBA Family Office Law

695 Town Center Drive, 7th Floor, Costa Mesa, CA, 92626

Million Voorhees Ziebold, LLP

9870 Research Drive, Ste 209, Irvine, CA, 92618

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Mark Allen Ziebold's Reviews

Avvo Review Score

5.0 /5.0

6 Client Reviews

5 star (6)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Paul | June 3, 2010

Mark Allen Ziebold

Mark is a comptent, responsive estate planning attorney who knows his craft. He is easy to work with and very client friendly. I am impressed on an ongoing basis by his prompt response, feedback, creativity and follow through.

Posted by Moe | June 1, 2010

intelligence, creativity and transparency

Mark Ziebold is simply one of the most important and noteworthy voices in estate planning today. When I think of Mark's role on a wealth planning team, I think of an all-star athlete who always seems to give his team the edge. Mark's edge comes from his depth of knowledge, his creative mindset an...d the level of transparency and integrity that he brings to each situation. In my 25 years of facilitating high level discussions with a prominent clientele, I've yet to work with anyone who has Mark's ability to simplify the highly complex. I've seen Mark approach each scenario I presented as if it were his own; his keen foresight, precise diligence and geniue care has left each client inspired and empowered to make important decisions. Rarely has estate planning been linear, and the current economic environment has made it particularly difficult; yet Mark's depth of knowledge and comprehensive expertise adds a layer of confidence that's unparalleled. What I continue to admire most about Mark's approach is the original voice that always seems to set him apart. He thinks from a modern lens and lives with a deep rooted value system that inspires everyone around him.

Posted by Steve | June 1, 2010

Vice President

I have worked with Mark on a number of occassions and have always found Mark to be very responsive, excellent in his communication, extremely competent and practical in his advice. I have total confidence in Mark and do not hesitate in referring clients to him.

Posted by anonymous | March 31, 2009

Mark Ziebold's Trust Development Services

Mark Ziebold provided excellent legal services, advice and support during the development of our family trust. Mark's legal knowledge is outstanding and his level of attention and desire to understand our personal situation was excellent. We would recommend Mark and his firm to our colleagues, asso...ciates and friends, without reservation. Mark acted as a coach for us to begin the process and was encouraging, without being pushy, as he helped move us to trust completion. Mark has a genuine concern for the interests of his clients and he strives to make certain that their wishes will be met -- with regard to bequests and special family circumstances. We appreciate the service that Mark has provided and that he continues to provide, in support of development of our family trust. Mark possesses a high degree of integrity, which is a very strong value to us and we are very appreciative of his efforts and strong ethics in our dealings.

Posted by anonymous | March 27, 2009

Mark Ziebold

Mark has been great to work with through our estate planning process. This was the first time my wife and I went through this process, and Mark took the time to make sure we understand what we were doing, and did a great job breaking down complex subjects so we could follow along. He is a very hard w...orker, stays on track and has great follow up. I would highly recommend Mark and look forward to working with Mark going forward.

See All Client Reviews

Mark Allen Ziebold's Lawyer Endorsements

Endorse Mark
Sarah Anne Kirland headshot
Sarah Kirland

Estate planning lawyer | Jan 25

Relationship: Fellow lawyer in community

"I have known Mark for a number of years now. His mastery of high level estate planning concepts is unparalleled. He is a phenomenal attorney. I wouldn't hesitate to recommend Mark and I am proud to endorse him."

Marty Burbank headshot
Marty Burbank

Estate planning lawyer | Nov 17

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Jonathan Craig Reed headshot
Jonathan Reed

Estate planning lawyer | Feb 15

Relationship: Fellow lawyer in community

"I endorse this lawyer for his informative website and avvo.com guide"

Jefferey Brian Lurner headshot
Jefferey Lurner

Estate planning lawyer | Oct 27

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. Mark has both a profound understanding of the law as well as an amazing insight into the needs of others. He is the specialist's specialist in his field."

Aaron Herzberg headshot
Aaron Herzberg

Estate planning lawyer | Aug 06

Relationship: Fellow lawyer in community

"I highly endorse Mr. Ziebold. Mark and I are both members of several professional associations and I have found him to be knowledgable and extremely ethical. He has significant experience representing high-asset individuals and practices at an extremely high level. He has experience in tax matters and is a Certified Specialist in Estate Planning. Mr. Ziebold is at the top of my referral list for estate planning matters."

Kerri Lyn Strunk headshot
Kerri Strunk

Estate planning lawyer | Jul 20

Relationship: Fellow lawyer in community

"Mark is a wonderful attorney and a great person too. He is extremely knowledgeable and represents high-asset individuals with a high level of passion and competency."

Edward John Rutyna headshot
Edward Rutyna

Estate planning lawyer | Jul 02

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. Over the past few years, I have quickly grown to admire the work product, professionalism, good humor, and friendliness of Mark Ziebold. Mark is energetic and approaches his legal work with zeal coupled with a keen intellect backed by years of professional training (check out his degrees). Mark speaks often to legal and professional groups which impresses me as a true professional is not afraid to share his or her knowledge or expertise. Mark epitomizes solid ethical lawyering in the estate planning, wealth management and taxation areas. He is a member of a solid firm that uses a team approach to tackle a wide range of legal issues including litigation. I have been impressed with his firm for over twenty years."

Brent Dean Rose headshot
Brent Rose

Estate planning lawyer | Jul 02

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. I have greatly benefited from being able to tap into Mark's vast and ready knowledge of gift, estate, trust and tax legal matters over the past few months. As a fellow executive committee team member of a business development organization, I have also had the opportunity to tap into and observe his outstanding ability to relate to other professionals as well as clients. I would highly recommend Mark for any estate planning related needs. Sincerely, Brent D. Rose, MPAcc (Tax), JD"

Michael Anthony Penn headshot
Michael Penn

Estate planning lawyer | Jun 01

Relationship: Fellow lawyer in community

"I recommend Mark's services to all who are in need of high net worth financial planning and tax related services. He is a highly skilled and talented attorney dedicated to serving the best interests of his clients. I have known Mark since law school and am very familiar with his keen intellect and hard work ethic. I have the utmost confidence in referring clients to him and his firm."

Gregory James Anderson headshot
Gregory Anderson

Estate planning lawyer | Nov 20

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. Mark has repeatedly demonstated a firm grasp of the complicated and often times overlapping areas of estate planning, tax planning and asset protection. Mark's clients benefit from his ability not only to recognize the challenges related to their own circumstances, but also to design and execute plans which address those challenges."

Henry Daniel Lively headshot
Henry Lively

Estate planning lawyer | Nov 17

Relationship: Fellow lawyer in community

"I endorse this lawyer's work. I have known Mr. Ziebold for about 5 years and I have found his work in complex estate planning matters to be outstanding."

View All Endorsements
Andrew Phan headshot
Andrew Phan

Estate planning lawyer

Aaron Herzberg headshot
Aaron Herzberg

Family lawyer

Jefferey Brian Lurner headshot
Jefferey Lurner

Litigation lawyer

Jeffrey Ian Golden headshot
Jeffrey Golden

Bankruptcy and debt lawyer

Kerri Lyn Strunk headshot
Kerri Strunk

Family lawyer

Brent Dean Rose headshot
Brent Rose

Tax lawyer

Michael Anthony Penn headshot
Michael Penn

Personal injury lawyer

Gregory James Anderson headshot
Gregory Anderson

Estate planning lawyer

Lisa Kim Risner headshot
Lisa Risner

Family lawyer

Henry Daniel Lively headshot
Henry Lively

Tax lawyer

Joseph Mathew Aliberti headshot
Joseph Aliberti

Litigation lawyer

Jeffrey Stuart Sheldon headshot
Jeffrey Sheldon

Personal injury lawyer

Experience

Rating:  9.9 (Superb)

Honors

2012

Specialist in Taxation law, State Bar of California

2011

Superlawyers Southern California Rising Star, Los Angeles Magazine

2010

Specialist in estate planning, trust and probate law, State Bar of California

2010

Southern California Superlawyers Rising Star, Los Angeles Magazine

2007

Certified Wealth Preservation Planner Designation, The Wealth Preservation Institute

2007

Certified Asset Protection Planner Designation, The Wealth Preservation Institute

Work Experience

2017 - Present

Partner, Family Office Law

2011 - Present

Independent Private Fiduciary (Trustee/Executor), Caritas Trust

2010 - Present

Attorney and Owner, Ziebold Law Group

2010 - 2011

Adjunct Professor, Trinity Law School

2008 - 2010

Associate Attorney, Ferruzzo and Ferruzzo, LLP

2005 - 2008

Attorney, Law Office of Brad Etter, APC

2004 - 2005

Attorney, Rimel & Nichols, LLP

Associations

2011 - Present

Interactive Legal

Member

2010 - Present

Pro Growth

member

2010 - Present

Sorensen Wealth Management Advisory Council

Member

2008 - Present

State Bar of Arizona

attorney

2008 - Present

Christian Legal Society

member

2007 - Present

Nevada State Bar

attorney

2007 - Present

Asset Protection Society

Member, California State Representative

2003 - Present

State Bar of California

attorney

2003 - Present

Orange County Bar Association

Trusts and Estates, Taxation Sections

2009 - 2011

Provisors

member

2009 - 2011

WealthCounsel

Member

2005 - 2009

Business Networking International

member

Sample of Legal Cases

Early Termination of Charitable Remainder Trust

Court Approval of early termination of CRT.

Typical Estate Planning Engagements

Estate and Gift tax Plans/Probate avoidance

Gift and Estate Tax Returns

Preparation of Tax Returns

Formation of Business Entities

Formation of Corporations, Partnerships, LLCs

See More Legal Cases

Education

2005

Chapman University School of Law

LLM in Taxation

2003

Chapman University School of Law

JD with Tax Law EMPHasis

2000

Baylor University

Bachelor of Arts

Speaking Engagements

2011

Newport Advisory Annual Conference for Agents

Review of the Tax Relief Act of 2010

2011

Everything you ever wanted to know about Trusts

Estate planning essentials for the Life Insurance Agent

2011

Drafting Effective Wills and Trusts Drafting Effective Wills and Trusts

2010

The Bob Larsen Radio Show, Monday, September 13 show Asset Protection and Estate Planning

2010

Client Appreciation Event

Important Planning Issues for 2010 and Beyond

2010

Business Killers

Five topics that are essential for business owners to plan for.

2010

Asset Protection Society

Effective Planning for 2010 and Beyond

2010

All About the Business

Estate Planning, Asset Protection and Succession Planning for Business Owners

2009

NBI Seminars: Top Ten Estate Planning Techniques

Estate Planning

Publications

2010

Spidell Publishing, Inc. Modifications to the California No Contest Laws in Spidell's California Taxletter

2009

Top Ten Estate Planning Techniques Grantor Retained Annuity Trusts and Charitable Planning

Languages

English

Activity

Avvo Rating

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Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution