Best Lawyers Near You in La Jolla, California for Trusts and Estates
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...
Helen is a partner in the private client and tax team at Withers Bergman LLP. She is a trusts and estates attorney who focuses on exempt organizations and international tax planning for inbound and outbound transactions. She assists clients in all aspects of estate planning, estate and trust administration and charitable planning. Helen brings a diversity of experience to her clients. After graduating from Stanford Law School, she practiced international corporate tax law in China and Califor...
At Withers Bergman LLP, Steven focuses his practice on estate planning, trust and estate administration, charitable giving and representing tax-exempt organizations. He has designed and used computer modeling to show the economic consequences of various estate planning and charitable giving techniques. Steven is also experienced in the area of executive compensation, focusing on compensation and intermediate sanctions issues for tax-exempt organizations. Steven has represented exempt organiza...
Sara Pike is a lawyer recognized by Best Lawyers in the practice areas of Nonprofit / Charities Law and Trusts and Estates. Sara practices law in La Jolla, California Best Lawyers has recognized Sara Pike since 2025. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Sara Pike is held by other lawyers.
HFM Partner Susan Mercure specializes in representing high net worth clients in sophisticated estate planning and estate and trust administration. On the estate planning side, Ms. Mercure utilizes techniques to reduce the size of an estate for estate tax purposes and employs other techniques to accomplish the distribution goals of her clients. She effectively communicates technical concepts and is able to convey complex concepts in a way that is easy to understand. She also assists her client...
Roland Achtel is a trust and estate attorney with extensive litigation experience. In his practice, Mr. Achtel prioritizes establishing clear expectations with his clients and maintaining close contact with them throughout each case. Though his legal expertise is highly specialized – trust and probate litigation, trust and probate-related elder abuse, probate conservatorships, trust administration, and general probate matters – his cases are highly diverse. His typical clients inc...
In his law practice, HFM Partner Bruce O’Brien’s focuses on all aspects of federal and state taxation, with a particular emphasis on tax controversies, partnerships, limited liability companies, and business planning. Mr. O’Brien represents taxpayers before the Internal Revenue Service, Franchise Tax Board, and State Board of Equalization. He also represents clients before the United States Tax Court, and he is a certified specialist in Taxation Law. Additionally, Mr. O&rsqu...
HFM Trusts & Estates Partner Brian Tsu is a Fellow of the American College of Trusts and Estate Counsel and California Certified Legal Specialist. Mr. Tsu represents high-net-worth individuals in the areas of domestic and international estate planning, related areas of taxation and closely-held family business planning. He also advises fiduciaries in complex trust and estate administrations, particularly when tax or cross-border issues are present. His work includes: International Estate ...
Laura Nichols is a Shareholder in Buchalter’s San Diego office, and a member of the Tax, Benefits and Estate Planning practice group. Ms. Nichols is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization and is also certified as an Accredited Estate Planner® by the National Association of Estate Planners & Councils. Only approximately five percent of California’s attorneys are certified as specialists...
Our Methodology
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
The Process
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
