Louis A. Mezzullo

Consulting Partner | Rancho Santa Fe

Lou is a consulting partner in the private client and tax team.

His principal concentration is in the areas of taxation, estate and business succession planning, and employee benefits. Lou was on the faculty of the University of Miami School of Law Graduate Program in Estate Planning from 2004 to 2007 and on the faculty of the University of San Diego School of Law in 2009. He was an adjunct professor of law at the University of Richmond Law School from 1978 until 2006.

Lou frequently serves as an expert witness in matters related to estate, tax, and business planning and trust administration, including malpractice matters on behalf of defendant attorneys.

He has been consistently ranked in Chambers, The Best Lawyers in America®, Best Lawyers in San Diego, Martindale-Hubbell® AV Preeminent® Peer Review Rating™, Who’s Who in American Law, Top 50 San Diego Super Lawyers and Top Attorneys in Business Services in the Corporate Counsel Edition of Super Lawyers.

Secretary Melissa Burgos

Admissions

Publications

Memberships

Talks

State of Virginia, 1976

State of California, 2006

‘Life Insurance, 826 Tax Management Portfolio’, published by the Bureau of National Affairs, Inc. (3rd Edition, 2014)

‘Estate Planning After ATRA, California Trusts and Estates Quarterly, Volume 18, Issue 4 - 2013

‘Estate planning for owners of closely held business interests’, 809 Tax Management Portfolio, the Bureau of National Affairs, Inc. (4th Edition 2013)

Bloomberg/BNA Estates, Gifts & Trusts Advisory Board

American Bar Association, Current Chair of the Chapter 14 Subcommittee of the Estate and Gift Taxes Committee of the ABA Section of Taxation

Immediate Past President and Fellow of the American College of Trust and Estate

‘Business Succession Planning for Family Owned Business’ and ‘Buy/Sell Agreements for the Closely Held Business,’ Advanced Estate Planning Institute CLE, Cincinnati Bar Association - March 2, 2018

‘Buy-Sell Agreements for Closely Held and Family Controlled Business Entities,’ ABA Section of Taxation 2018 Midyear Meeting, San Diego - February 9, 2018

‘Special Issues in Drafting (and Administering) Buy-Sell Agreements,’ 52nd Annual Heckerling Institute on Estate Planning, Orlando, Florida - January 24, 2018

Education


Languages


  • English

Dates


Joined

2014

Recognition


Rancho Santa Fe

6050 El Tordo,

PO Box 2329,

CA 92067

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