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Marisa Guardo Lawyer Profile

Biography

Marisa Guardo is counsel at Grimaldi & Yeung, concentrating on the overlapping areas of trusts and estates and taxation. Marisa represents clients in a wide range of matters including income, gift and generation-skipping transfer tax matters, and the drafting of wills and trust agreements, including grantor trusts, insurance trusts, qualified personal residence trusts, and charitable trusts.She has extensive experience in planning issues associated with closely held business interests, and other investments, including analysis of valuation issues and structuring assets transfers. Marisa has represented both corporate and individual fiduciaries in connection with the administration of estates and trusts, as well as in kinship matters, real estate matters and elder law.Marisa is a member of the Real Property and Trust Law Sections of the New York State Bar Association and American Bar Association. She was co-chair of the Richmond County Bar Association Tax Committee (1988-1990). She also became a certified public accountant in 1984, and is an alumnus of Ernst & Young, LLP.

Employment History

Counsel
September 2011 - Present GRIMALDI & YEUNG LLP
Counsel
January 2010 - September 2011 HARTMAN & CRAVEN LLP
Attorney
July 1998 - December 2009 SATTERLEE STEPHENS BURKE & BURKE LLP
Attorney
July 1992 - July 1998 KURZMAN KARELSEN & FRANK, LLP
Attorney
July 1990 - July 1991 HUMES, BOTZOW, WAGNER & MILLER (Dissolved)
Attorney
July 1986 - July 1990 JACOBI, D'ALESSANDRO, JACOBI & SIEGHARDT
Senior Accountant
July 1981 - December 1983 ERNST & YOUNG, LLP (formally Arthur Young & Company)

Awards & Certifications

Certified Public Accountant
Year(s): 1988
Organization: New York State Certified Public Accountant

Bar Associations

American Bar Association
August 1987 - Present
Member
New York State Bar Association
August 1987 - Present
Member

Courts Practiced

Tax Case
January 1993 - Present US Tax Court
Tried tax cases.
State Courts in NY, NJ and PA

Other Experiences

Tae Kwon Do
Black Belt
Ski Instructor
25 Years

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