Serving Clients in New York City and the New York Metropolitan Area
Marisa Guardo is of counsel at the Grimaldi Yeung Law Group, 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, generation skipping trusts, insurance trusts, qualified annuity 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. She is also adept in real estate matters, prenuptial agreements, and elder law.
Marisa is a member of the Real Property and Trust Law Sections of the New York State Bar Association. She was a past co-chair of the Richmond County Bar Association Tax Committee. She is also a certified public accountant, and an alumnus of Ernst & Young, LLP. As a tax expert she has been an added bonus in planning for our high net-worth clients.
Marisa received her undergraduate degree in accounting from St. John’s University, summa cum laude, and her law degree from St. John’s University School of Law, cum laude.
Marisa is admitted to the Bar in New York, New Jersey and Pennsylvania. Marisa enjoys spending time with her husband and two children. She is an avid skier, taking to the slopes all over the world. She finds time to give ski instruction in her community in Pennsylvania.
Professional Associations and Memberships
- New York State Bar Association, Member of the Real Property and Trust Law Sections
- American Bar Association
- Richmond County Bar Association, Co-Chair, Tax Committee, 1988 – 1990
Past Employment Positions
- Ernst & Young, LLP, Alumnus
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