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Award
received November 2012 |
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Louis A. Mezzullo
McKenna Long & Aldridge LLPLouis A. Mezzullo is a partner in McKenna Long & Aldridge LLP, practicing
principally out of its Rancho Santa Fe, CA office. His principal areas of
practice are taxation, estate and business planning, and employee benefits. He
was an Adjunct Professor of Law at the University of Richmond Law School from
1978 to 2006, where he taught courses in those subjects, was on the faculty of
the University of Miami School of Law Graduate Program in Estate Planning from
2004 until 2007, and was on the faculty of the University of San Diego School of
Law in 2009. 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
2011 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 listed in band
1, Wealth Management, Western Region, in Chambers USA 2011.
Mr. Mezzullo has written articles on the subjects of taxation, estate
planning and employee benefits for the Journal of Taxation, University of
Richmond Law Review, Virginia Bar Association Journal, Estate Planning, ACTEC
Journal, Probate & Property, Taxation for Accountants, Taxation for Lawyers,
Taxation of Employee Benefits, Journal of Passthrough Entities, Business
Entities, and Trusts & Estates.
He has authored An Estate Planner's Guide to Buy-Sell Agreements (1st and 2nd
editions), An Estate Planner's Guide to Life Insurance (1st and 2nd editions),
An Estate Planner's Guide to Qualified Retirement Plan Benefits (1st, 2nd, 3rd,
and 4th editions), An Estate Planner's Guide to Family Business Entities (1st,
2nd and 3rd editions), and Valuation Rules Under Chapter 14, all published by
the American Bar Association Section of Real Property, Trust and Estate Law;
co-authored Advising the Elderly Client, published by Clark Boardman Callaghan;
authored Transfers of Interests in Family Entities Under Chapter 14: Sections
2701, 2703, and 2704, 835 Tax Management Portfolio (3rd edition); The Migrant
Client: Tax, Community Property, etc., 803 Tax Management Portfolio; Estate
Planning for Owners of Closely Held Business Interests, 809 Tax Management
Portfolio (2nd edition); Family Limited Partnerships and Limited Liability
Companies, 812 Tax Management Portfolio; Estate and Gift Tax Issues for Employee
Benefit Plans, 378 Tax Management Portfolio (1st, 2nd, and 3rd editions); and
Valuation of Corporate Stock, 831 Tax Management Portfolio (3rd edition), all
published by the Bureau of National Affairs, Inc.; and was editor and co-author
of Limited Liability Companies in Virginia, published by the Virginia Law
Foundation. He has spoken at numerous tax and estate planning conferences,
including the Heckerling Institute on Estate Planning, the University of
Southern California Institute on Federal Taxation, the Notre Dame Estate
Planning Conference, the Mid-America Tax Conference, the Heart of America Tax
Conference, the William and Mary Tax Conference, and the Virginia Federal Tax
Conference.
Mezzullo received his J.D. from the University of Richmond Law School, and a
B.A. and M.A. from the University of Maryland. He is a past Chair of the
American College of Tax Counsel; a Fellow of the American Bar Foundation; a
Fellow of the Virginia Law Foundation; the President of the American College of
Trust and Estate Counsel, as well as former Chair of its Business Planning,
Employee Benefits in Estate Planning, and Elder Law Committees; a Charter Fellow
of the American College of Employee Benefits Counsel; an Academician and Vice
President of the International Academy of Trust and Estate Law; and a member of
the Virginia State Bar; California State Bar, and American Bar Association, a
former Vice-chair of the ABA Section of Taxation, Chair of the Chapter 14
Subcommittee of the Estate and Gift Tax Committee of the ABA Section of
Taxation, and past Chair of the ABA Section of Real Property, Trust and Estate
Law.
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