Louis Mezzullo Esq.

Consulting Partner
mezzullo_louis_2015
A Consulting Partner with Withers Bergman LLP, Louis Mezzullo’s principal areas of practice are Taxation, Estate and Business Succession Planning, and Employee Benefits.  He 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.  He is listed in Who's Who in American Law, Who's Who in Emerging Leaders and Who’s Who in America (Marquis Who's Who Publishers) and in The Best Lawyers in America (for Tax, Employee Benefits and Trust and Estates) (Woodward/White Publishers) and was listed as one of the top 50 Lawyers in the 2013 Edition of the San Diego Super Lawyers and in the Top Attorneys in Business Services in the Corporate Counsel Edition of Super Lawyers.  He is also ranked in the top category for wealth management in the Western Region by Chambers, USA. 
     
Mr. Mezzullo 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.

Education:
J.D., University of Richmond (1976)
M.A., University of Maryland (1976)
B.A., University of Maryland (1967)

Bloomberg BNA Tax Management Portfolios:
835 T.M., Transfers of Interests Family Entities Under Chapter 14: Sections 2701, 2703 and 2704 (author)
831 T.M., Valuation of Corporate Stock (author)
814 T.M., Estate and Gift Tax Issues for Employee Benefit Plans (author)
378 T.M., Estate and Gift Tax Issues for Employee Benefit Plans (author)
722 T.M., Family Limited Partnerships and Limited Liability Companies (author)
812 T.M., Family Limited Partnerships and Limited Liability Companies (author)
803 T.M., The Mobile Client: Tax, Community Property, and Other Considerations (author)
826 T.M., Life Insurance (author)
809 T.M., Estate Planning for Owners of Closely Held Business Interests (author)