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DTSTART:20210120T003000Z
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LOCATION:Virtual Zoom Meeting
UID:2050220210120T003000ZLiving Legends Program  Featuring San Diego’s own Living Legend:  Attorney Louis A. Mezzullo, Consulting Partner, Withers Bergman LLP
DTSTAMP:20260313T103637Z
DESCRIPTION:\nThe Estate Planning Council of San Diego Presents:\n \nJanuary 19, 2020 EPCSD \n \nVirtual Meeting Via Zoom:\n \nLiving Legends Program  \n \nFeaturing San Diego’s own Living Legend:  \n \nAttorney Louis A. Mezzullo, Consulting Partner, Withers Bergman LLP\n \n \n \nDate:  Tuesday, January 19, 2020\n \nTime:  4:30pm-6:30pm\n \n(Speaker begins at 5:15pm)\n \nCost: $30.00 per person (Guest or EPCSD Member)\n \nZoom Webinar ID and Password: \n \nWill be sent to everyone who has registered and paid on Monday, January 18th. \n \n \n \n \n \nWe would like to thank our Sponsor for supporting this upcoming meeting:\n \n\n \n \n \n \n \nTopic: \n \nTransfers of Wealth to Future Generations \n \nand Other Family Dinner Table Discussions\n \nJoin 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.\n \n \n \n \n \n\n \n \n \n \n \nSpeaker: \n \n \n \nLouis A. Mezzullo\n \nWithers Bergman LLP | Rancho Santa Fe, CA\n \n \n \n \n \n \n \nLouis 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).\n \n \n \nMezzullo 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. \n \n \n \nHe 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.\n \n \n \nHe 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.\n \n \n \n \n \nContinuing Education Credits Pending:\n \nThis 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. \n \n \n \nPlease RSVP by January 16th 2020\n \nIn order to make payment via PayPal, please follow through to the second page of registration and click the yellow “pay now” button.\n \n You do NOT need a PayPal account in order to pay via credit card through PayPal. \n \nIf you have any questions please contact Jessica at Jessica.EPCSD@gmail.com.\n \n \n \n \n \nSave the Date- Future EPCSD Meetings: \n \nThe EPCSD.org website will be updated a month prior to each meeting with the RSVP information\n 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 \n \n \n \n \n \n \n \n \n \n
SUMMARY:Living Legends Program  Featuring San Diego’s own Living Legend:  Attorney Louis A. Mezzullo, Consulting Partner, Withers Bergman LLP - Estate Planning Council of San Diego 
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