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Mark Allen Ziebold

Estate planning Attorney at Costa Mesa, CA

5.0   6 reviews
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  • State Years
    Hawaii - HI 4 years
    South Dakota - SD 7 years
    Texas - TX 10 years
    Arizona - AZ 15 years
    Nevada - NV 16 years
    California - CA 20 years
  • Licensed for 4 years
    State HI
    Acquired 2019
    Status
    Active No misconduct found
  • Licensed for 7 years
    State SD
    Acquired 2016
    Status
    Active No misconduct found
  • Licensed for 10 years
    State TX
    Acquired 2013
    Status
    Eligible to Practice in Texas No misconduct found
  • Licensed for 15 years
    State AZ
    Acquired 2008
    Status
    Active No misconduct found
  • Licensed for 16 years
    State NV
    Acquired 2007
    Status
    Active No misconduct found
  • Licensed for 20 years
    State CA
    Acquired 2003
    Status
    Active No misconduct found

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

Mark Allen Ziebold
Paul
intelligence, creativity and transparency
Moe
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About Mark

Learn Mark’s areas of practice.

4
Practice areas
  1. Estate planning
    40%
    Planning with Revocable Trusts, Wills, Powers of Attorney, Health Care Directives, Trust Administration, Probate, and Asset Protection.

    20 years, 200 cases

  2. 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.

    20 years, 200 cases

  3. Business
    10%
    Formation of Corporations, Partnerships, and Limited Liability Companies for operating businesses and startups.

    20 years, 50 cases

  4. 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.

    20 years, 50 cases

I received the California State Bar specialist designation in Estate Planning, Trust, and Probate law in 2010 and the California State Bar specialist designation in Taxation law in 2012.  I am currently one of less than 100 attorneys in the state with both designations.  I am also licensed in California, Nevada, Arizona, Texas, South Dakota, and soon to be Hawaii.  My practice focuses on estate planning for high net worth individuals by implementing a team approach to planning with the client's CPA, financial advisor, and insurance advisor.  

 

In addition to my legal work, I provide pro bono help to Churches and religious ministries (also on the formation of those organizations).  I am also active in my church, Berean Bible Church of Hilo, Hawaii. 

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Contact Mark

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Million Voorhees Ziebold, LLP DBA Family Office Law
695 Town Center Drive, 7th Floor
Costa Mesa, CA, 92626
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Reviews

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5.0 / 5.0
  6 customer reviews
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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 and 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.
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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, associates 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.
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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 worker, stays on track and has great follow up. I would highly recommend Mark and look forward to working with Mark going forward.
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Posted by anonymous | March 27, 2009
Mark Ziebold provided excellent help setting our Family Trust and Estate Plan
Mark was professional, knowledgable and very responsibe to our questions.
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Cost

Rates
  • Hourly Rates $ 500-750 per hour
  • Pro bono 5 %
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 9.9 (Superb)

Work Experience

  • Partner
  • Family Office Law
  • 2017 - Present
  • Independent Private Fiduciary (Trustee/Executor)
  • Caritas Trust
  • 2011 - Present
  • Attorney and Owner
  • Ziebold Law Group
  • 2010 - Present
  • Adjunct Professor
  • Trinity Law School
  • 2010 - 2011
  • Associate Attorney
  • Ferruzzo and Ferruzzo, LLP
  • 2008 - 2010
  • Attorney
  • Law Office of Brad Etter, APC
  • 2005 - 2008
  • Attorney
  • Rimel & Nichols, LLP
  • 2004 - 2005
View all work experience

Education

  • Chapman University School of Law
  • LLM in Taxation
  • 2005
  • Chapman University School of Law
  • JD with Tax Law EMPHasis
  • 2003
  • Baylor University
  • Bachelor of Arts
  • 2000

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
View all legal cases

Associations

  • Interactive Legal
  • Member
  • 2011 - Present
  • Pro Growth
  • member
  • 2010 - Present
  • Sorensen Wealth Management Advisory Council
  • Member
  • 2010 - Present
  • State Bar of Arizona
  • attorney
  • 2008 - Present
  • Christian Legal Society
  • member
  • 2008 - Present
  • Nevada State Bar
  • attorney
  • 2007 - Present
  • Asset Protection Society
  • Member, California State Representative
  • 2007 - Present
  • State Bar of California
  • attorney
  • 2003 - Present
  • Orange County Bar Association
  • Trusts and Estates, Taxation Sections
  • 2003 - Present
  • Provisors
  • member
  • 2009 - 2011
  • WealthCounsel
  • Member
  • 2009 - 2011
  • Business Networking International
  • member
  • 2005 - 2009
View all associations

Languages Spoken

  • English

Honors and Awards

  • Specialist in Taxation law
  • State Bar of California
  • 2012
  • Superlawyers Southern California Rising Star
  • Los Angeles Magazine
  • 2011
  • Specialist in estate planning, trust and probate law
  • State Bar of California
  • 2010
  • Southern California Superlawyers Rising Star
  • Los Angeles Magazine
  • 2010
  • Certified Wealth Preservation Planner Designation
  • The Wealth Preservation Institute
  • 2007
  • Certified Asset Protection Planner Designation
  • The Wealth Preservation Institute
  • 2007
View all awards

Publications

  • Spidell Publishing, Inc.
  • Modifications to the California No Contest Laws in Spidell's California Taxletter
  • 2010

Speaking Engagements

  • 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
  • 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
  • 2010
  • NBI Seminars: Top Ten Estate Planning Techniques
  • Estate Planning
  • 2009
View all speaking engagements

Attorney endorsements

Received (11)
Given (12)
Endorse Mark
Sarah Anne Kirland headshot
Sarah Kirland
Estate planning Attorney | 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 Attorney | Nov 17
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Jonathan Craig Reed headshot
Jonathan Reed
Estate planning Attorney | 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 Attorney | 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 Dishon headshot
Aaron Dishon
Estate planning Attorney | 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 Attorney | 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 Attorney | 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 Attorney | 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 Attorney | 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 Attorney | 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 Attorney | 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."
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Costa Mesa Estate planning Lawyer Mark Allen Ziebold
Mark Allen Ziebold
Estate planning Attorney
Costa Mesa, CA
Licensed for 20 years
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