Louis A. Mezzullo

Consulting Partner

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. He is also the recent lifetime achievement honoree of Bloomberg’s Leonard L. Silverstein Award for Distinguished Service in Tax for his contributions to estate planning during his career.

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Lou is well regarded nationally, he is a frequent speaker and serves as an expert witness.

Chambers HNW 2018, USA
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[He is] a sounding board – a very sharp guy with a commonsense approach. He has the whole package – brilliance and bedside manner.

Chambers HNW 2018, USA
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He is described by sources as a “real powerhouse and a high-quality person.”

Chambers HNW 2018, USA

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State of Virginia, 1976

State of California, 2006

‘Wealth Planning with Family Limited Partnerships and Limited Liability Companies Portfolio 812 T.M.,’ Bloomberg Tax - 2019

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

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

‘San Diego Annual Estate Tax Symposium,’ California Society of CPA - August 25, 2020, presenter

‘Buy-Sell Agreements and Related Tax Issues for the Closely Held Business,’ CLE Webinar - March 17, 2020, panelist

‘How to set up a family office for success,’ Withers event, San Diego, CA - February 25, 2020, panelist

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2014

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