1. Michelle B. Graham
Title: Partner
Law School: University of San Diego (J.D., 1995; LL.M., 1997)
College: Southern Methodist University, B.S., 1989; University of San Diego, M.B.A., 1991
Admitted: University of San Diego (J.D., 1995; LL.M., 1997)
Practice Area: Families and family offices, Owners and entrepreneurs, Family businesses, Asia Pacific, Europe, Middle East, South America, High-net-worth individuals
Membership: MembershipsInternational Academy of Estate and Trust Law ( IAETL ) AcademicianAmerican College of Trust and Estate Counsel ( ACTEC ) FellowU.S.- Mexico Bar Association (Barra de Abogados Mexico-Estados Unidos) - Tax Section - Board of DirectorsSTEP (Society of Tax and Estate Practitioners) San Diego… Read more MembershipsInternational Academy of Estate and Trust Law ( IAETL ) AcademicianAmerican College of Trust and Estate Counsel ( ACTEC ) FellowU.S.- Mexico Bar Association (Barra de Abogados Mexico-Estados Unidos) - Tax Section - Board of DirectorsSTEP (Society of Tax and Estate Practitioners) San Diego Board of DirectorsACTEC International Estate Planning CommitteeACTEC International Estate Planning Membership CommitteeACTEC Programs CommitteeACTEC Financial Action Task Force Committee ( FATF )ALI CLE International Trust and Estate Pl

2. Rebecca L. O'Toole
Title: Associate
Law School: University of San Diego, J.D., 2006
College: University of Arizona, B.A., 1973
Admitted: University of San Diego, J.D., 2006
Practice Area: Families and family offices, Charities and non profit, Philanthropy, Beneficiaries and heirs, High-net-worth individuals, Trustees, executors and fiduciaries
Membership: MembershipsThe American College of Trust and Estate Counsel, FellowRady Children's Hospital Foundation, Executive CommitteeNorth County Estate Planning CouncilRancho Santa Fe Literary SocietyRancho Santa Fe Foundation, Professional Advisor CouncilTaxation Section of the State Bar of California,… Read more MembershipsThe American College of Trust and Estate Counsel, FellowRady Children's Hospital Foundation, Executive CommitteeNorth County Estate Planning CouncilRancho Santa Fe Literary SocietyRancho Santa Fe Foundation, Professional Advisor CouncilTaxation Section of the State Bar of California, Former Member of the Executive CommitteeSan Diego County Bar Association, Trusts and Estates and Taxation Sections, MemberState Bar of California, Trusts and Estates and Taxation Sections, MemberLEAD San Diego, IMPACT San Diego ProgramAlzheimer's

3. Barry C. Fitzpatrick
Title: Of Counsel
Law School: University of Virginia, J.D., 1971
College: Princeton University, A.B., 1968
Admitted: University of Virginia, J.D., 1971
Practice Area: Trusts and Estates
Membership: San Diego County (Member, Estate Planning, Trust and Probate Section; Chairman, La Jolla Estate Planning, Trust and Probate Section, 1988) and American (Member, Real Property, Probate and Trust Law Section) Bar Associations; The State Bar of California (Member, Estate Planning, Trust and Probate Law Section).

4. Louis A. Mezzullo
Title: Partner
Law School: University of Richmond, J.D., 1976
College: University of Maryland (B.A., 1967; M.A., 1976)
Admitted: University of Richmond, J.D., 1976
Practice Area: Families and family offices, Beneficiaries and heirs, Family businesses, High-net-worth individuals
Membership: MembershipsBloomberg/BNA Estates, Gifts & Trusts Advisory BoardAmerican Bar Association, Current Chair of the Chapter 14 Subcommittee of the Estate and Gift Taxes Committee of the ABA Section of TaxationEmeritus member of the Board of Regents of the American College of Trust and Estate Counsel (… Read more MembershipsBloomberg/BNA Estates, Gifts & Trusts Advisory BoardAmerican Bar Association, Current Chair of the Chapter 14 Subcommittee of the Estate and Gift Taxes Committee of the ABA Section of TaxationEmeritus member of the Board of Regents of the American College of Trust and Estate Counsel ( ACTEC )Former President of the American College of Trust and Estate Counsel ( ACTEC )American College of Trust and Estate Counsel ( ACTEC ) FellowAcademician and Vice President of the International Academy of Estate and Trust LawHeckerling

5. Frederick R. Vandeveer
Title: Partner
Law School: Brigham Young University, J.D., magna cum laude, 1980
College: University of Utah, B.A., magna cum laude, 1973
Admitted: Brigham Young University, J.D., magna cum laude, 1980
Practice Area: Estate Planning; Estate Administration; Trust Administration; Charitable Giving; Charitable Trusts and Foundations; Tax Exempt Organizations
Membership: American Bar Association (Member, Exempt Organizations Committee).

6. James M. Cowley
Title: Partner
Law School: University of Chicago, J.D., 1965
College: Brigham Young University, B.S., 1962
Admitted: University of Chicago, J.D., 1965
Practice Area: Trusts and Estates; Estate Planning; Taxation
Membership: