Living Legends Program Featuring San Diego’s own Living Legend: Attorney Louis A. Mezzullo, Consulting Partner, Withers Bergman LLP
The Estate Planning Council of San Diego Presents:
January 19, 2020 EPCSD
Virtual Meeting Via Zoom:
Living Legends Program
Featuring San Diego’s own Living Legend:
Attorney Louis A. Mezzullo, Consulting Partner, Withers Bergman LLP
Date: Tuesday, January 19, 2020
Time: 4:30pm-6:30pm
(Speaker begins at 5:15pm)
Cost: $30.00 per person (Guest or EPCSD Member)
Zoom Webinar ID and Password:
Will be sent to everyone who has registered and paid on Monday, January 18th.
We would like to thank our Sponsor for supporting this upcoming meeting:
Topic:
Transfers of Wealth to Future Generations
and Other Family Dinner Table Discussions
Join us as we learn from San Diego’s own living legend, Attorney Louis A. Mezzullo of Withers Bergman LLP, about creative strategies for tax-saving transfers of assets and wealth to the next generation(s). Discover new and also time-tested techniques along with potential IRS challenges for generational transfers where hundreds of thousands of dollars in taxes are at stake. Covered will be such strategies as Installment Sales to Grantor Trusts, Preferred Equity Interests, GRATs, Self-Cancelling Installment Notes, Private Annuities and other family dinner table discussions.
Speaker:
Louis A. Mezzullo
Withers Bergman LLP | Rancho Santa Fe, CA
Louis A. Mezzullo is a Consulting Partner in Withers Bergman LLP, practicing principally in California in the areas of taxation, estate and business planning, and employee benefit planning. He 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 member of the California State Bar, Virginia State Bar and American Bar Associations. He is listed in The Best Lawyers in America (for tax, trust and estates, and employee benefits) (Woodward/White Publishers).
Mezzullo was an Adjunct Professor of Law at the University of Richmond Law School from 1978 to 2006 and was on the faculty of the University of Miami School of Law Graduate Program in Estate Planning from 2004 until 2007. He was on the faculty of the University of San Diego School of Law in 2009. He has authored 14 books on estate planning topics and written over 90 articles on the subjects of taxation, estate planning and employee benefits.
He is a sought-after speaker and has presented 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.
He is a past Chair of the American College of Tax Counsel; a Past 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 Fellow of the American Bar Foundation; a Fellow of the Virginia Law Foundation; a Charter Fellow of the American College of Employee Benefits Counsel; an Academician and a former Vice President of the International Academy of Trust and Estate Law; a former Vice-chair of the ABA Section of Taxation, and a past Chair of the ABA Section of Real Property, Trust and Estate Law; a member of the Heckerling Institute on Estate Planning Advisory Committee among other memberships, leadership roles and accolades. He is a former member of the Editorial Boards of the ACTEC Journal, the Journal of Passthrough Entities, and Trusts & Estates magazine, and former editor of ACTEC Journal.
Continuing Education Credits Pending:
This continuing legal education course is intended for Experienced Attorneys and Newly Admitted Attorneys and is pending for up to 1.0 California MCLE credit hour, 1.0 New York CLE credit hour r, 1.0 CFP credit for CFP® professionals and certificates will be available for CE credit for CPAs and CSPG professionals.
Please RSVP by January 16th 2020
In order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.
You do NOT need a PayPal account in order to pay via credit card through PayPal.
If you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.
Save the Date- Future EPCSD Meetings:
The EPCSD.org website will be updated a month prior to each meeting with the RSVP information
- No Meeting in December 2020
- Tuesday, January 19, 2020 at 4:30pm
- Tuesday, February 16, 2021 at 4:30pm
- No Meeting in March 2021
- Tuesday, April 27, 2021 at 4:30pm
- Tuesday, May 18, 2021 at 4:30pm
- Tuesday, June 15, 2021 at 4:30pm
