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.