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We are pleased to present attorney Louis Mezzullo’s “Lifetime Transfers: Part Two” as our first Estate Planning Study of 2026. Attorney Mezzullo covers:
• Preferred equity interests;
• GRATs; and
• Private annuities
Louis A. Mezzullo is Of Counsel with the International Law Firm of Withers Bergman LLP. His areas of practice include estate planning, business succession planning, and planning for distributions from qualified benefit plans and IRAs. He has written fourteen books and numerous articles on these subjects.
When you need fiduciary services, I hope that you’ll keep Two Rivers Trust Co. in mind.
Sincerely,
Marsha Harbert, CTFA
Senior Trust Officer
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