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Louis A. Mezzullo graduated from the University of Maryland
(B.A., with high honors, 1967, M.A., 1976) and the University
of Richmond (J.D., 1976) Phi Beta Kappa, Omicron Delta Kappa,
Phi Alpha Delta. He was admitted to the Virginia Bar in 1976.
Mr. Mezzullo has served as an Adjunct Professor of Law at the
T.C. Williams School of Law, University of Richmond, in
Richmond, VA, and as a lecturer for the Continuing Legal
Education Committee of the Virginia Bar Foundation. Mr. Mezzullo is a partner
in the Rancho Santa Fe, California,
office of McKenna Long & Aldridge LLP, practicing in
the areas of trusts, estates and estate planning; fiduciary
litigation; employee benefits and executive compensation; and
taxation. Author:
An Estate Planner's Guide to Qualified Retirement Plan
Benefits
(Third Edition, 2002), An Estate Planner’s
Guide to Buy-Sell Agreements For Closely Held Businesses
(2001), An Estate Planner’s Guide to Life Insurance
(2000), An Estate Planner's Guide to Family Business
Entities (1998), and Valuation
Rules Under Chapter 14 (1995), all published by the
American Bar Association Section of Real Property, Probate and
Trust Law; co-authored Advising the Elderly Client,
published by Clark Boardman Callaghan (September 1992);
authored Estate Planning for Owners of Closely Held
Businesses, (2002) 809 Tax Management Portfolio Series,
Family Limited Partnerships and Limited Liability Companies,
(1998) 812 Tax Management Portfolio Series, and
Estate and Gift Tax Issues for Employee Benefit Plans,
(2002) 378 Tax Management Portfolio Series, all published by
the Bureau of National Affairs, Inc.; editor and co-author of
Limited Liability Companies in Virginia, published by
the Virginia Law Foundation (December 1995); and numerous
articles on the subjects of Taxation, Estate Planning and
Employee Benefits for the Journal of Taxation, the
University of Richmond Law Review, the Virginia Bar
Association Journal, Estate Planning, ACTEC Notes,
Probate & Property, Taxation for Accountants, Taxation for
Lawyers, Taxation of Employee Benefits, Journal of Passthrough
Entities, and
Trusts & Estates.
Member:
Richmond, Virginia; Virginia Bar
Association (former chair of its Section on Taxation);
Virginia State Bar; and American Bar Association, former
member of Council and current chair of the Business Planning
Subcommittee of the Estate and Gift Taxes Committee of the ABA
Section of Taxation, and Past Chair of the ABA Section of Real
Property, Probate and Trust Law; member and former chair of
the University of Richmond Estate Planning Advisory Council;
member and former President of the Trust Administrator's
Council of Richmond; former co-director of the William and
Mary Tax Conference Advisory Council; former member of the
Editorial Boards of Trusts & Estates magazine and the
Journal of Passthrough Entities; former editor of the
American College of Trust and Estate Counsel Journal and Vice
Chair of the American College of Trust and Estates Counsel; a
Fellow of the American Bar Foundation; a Fellow of the
Virginia Law Foundation; a Fellow and former Regent of the
American College of Trust and Estate Counsel, former chair of
its Employee Benefits in Estate Planning and Elder Law
Committees and incoming chair of its business planning
committee; an Academician and Vice President of the
International Academy of Estate and Trust Law.
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