Find Lawyers in Rancho Santa Fe, California

Jenny is a partner in the private client and tax team at Withers Bergman LLP. Her practice is focused on US and international estate and income tax planning, trusts and estates administration, family and closely-held business planning and charitable planning and exempt organizations. She advises US individuals who own foreign assets on the manner in which such assets should be structured as well as their US tax compliance obligations. She routinely employs transfer tax mitigation techniques s...

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...

Michelle's practice focuses on estate planning and tax planning strategies for both domestic and international clients. She has considerable experience in advising both US and non-US clients on tax planning matters, including planning and implementing strategies to minimize global taxation and IRS compliance with regard to foreign reporting.

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...

Allison is a senior associate in the private client and tax team at Withers Bergman LLP. Allison’s practice focuses on estate planning, estate and trust administration, estate and gift taxation, business succession planning and charitable giving. She works with high net worth individuals and their families to implement sophisticated wealth transfer techniques and advises clients on advanced planning to minimize income, gift, estate and generation-skipping transfer taxes. In addition, Al...