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.
Practice areas
Planning with Revocable Trusts, Wills, Powers of Attorney, Health Care Directives, Trust Administration, Probate, and Asset Protection.
19 years, 200 cases
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.
19 years, 200 cases
Formation of Corporations, Partnerships, and Limited Liability Companies for operating businesses and startups.
19 years, 50 cases
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.
19 years, 50 cases
Languages spoken
English
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
State | Status | Acquired | Updated |
---|---|---|---|
HI | Active | 2019 | 05/13/2022 |
SD | Active | 2016 | 04/26/2019 |
TX | Eligible To Practice In Texas | 2013 | 02/17/2022 |
AZ | Active | 2008 | 02/19/2022 |
NV | Active | 2007 | 02/18/2022 |
CA | Active | 2003 | 02/06/2022 |
Award name | Grantor | Date Granted |
---|---|---|
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 |
Title | Company name | Duration |
---|---|---|
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 |
Association name | Position name | Duration |
---|---|---|
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 |
Publication name | Title | Date |
---|---|---|
Spidell Publishing, Inc. | Modifications to the California No Contest Laws in Spidell's California Taxletter | 2010 |
Top Ten Estate Planning Techniques | Grantor Retained Annuity Trusts and Charitable Planning | 2009 |
School name | Degree | Graduated |
---|---|---|
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 |
Conference name | Title | Date |
---|---|---|
Everything you ever wanted to know about Trusts | Estate planning essentials for the Life Insurance Agent | 2011 |
Newport Advisory Annual Conference for Agents | Review of the Tax Relief Act of 2010 | 2011 |
Drafting Effective Wills and Trusts | Drafting Effective Wills and Trusts | 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 |
The Bob Larsen Radio Show, Monday, September 13 show | Asset Protection and Estate Planning | 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 |
Case name | Outcome |
---|---|
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 |
Posted by Paul
June 3, 2010
Posted by Moe
June 1, 2010
Posted by Steve
June 1, 2010
Posted by anonymous
March 31, 2009
Posted by anonymous
March 27, 2009
Posted by anonymous
March 27, 2009
Sarah Kirland, Estate planning Attorney on Jan 25, 2013
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, Estate planning Attorney on Nov 17, 2011
Relationship: Fellow lawyer in community
I endorse this lawyer.
Sarah Kirland, Estate planning Attorney on Jan 25, 2013
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, Estate planning Attorney on Nov 17, 2011
Relationship: Fellow lawyer in community
I endorse this lawyer.
Jonathan Reed, Estate planning Attorney on Feb 15, 2011
Relationship: Fellow lawyer in community
I endorse this lawyer for his informative website and avvo.com guide
Jefferey Lurner, Estate planning Attorney on Oct 27, 2010
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, Estate planning Attorney on Aug 6, 2010
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 Strunk, Estate planning Attorney on Jul 20, 2010
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 Rutyna, Estate planning Attorney on Jul 2, 2010
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 Rose, Estate planning Attorney on Jul 2, 2010
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 Penn, Estate planning Attorney on Jun 1, 2010
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 Anderson, Estate planning Attorney on Nov 20, 2009
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 Lively, Estate planning Attorney on Nov 17, 2009
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.
Cash, Check, Credit Card