One of Atlanta's premier Estate Planning Attorneys and a licensed attorney for more than 30 years, Mark represents high net worth individuals and their entities.
Mark's practice encompasses comprehensive estate planning services which emanate uniquely from a background including not only extensive years as an Estate Planning Attorney but also numerous years working for America's finest investment management firms and trust companies including The Bank of New York Mellon and Northern Trust, thereby rendering a powerfully differentiating and holistic perspective not commonly found among practitioners.
Fundamental Estate Planning formulates the foundation of all estate plans and, depending on each set of circumstances, may include the use of Wills, Revocable Living Trusts, and one or more of several more advanced trusts or estate planning strategies which can be used to streamline succession, create liquidity for funding buyouts in small businesses, create liquidity for estate taxes if applicable, minimize estate taxes if applicable, and to ensure the smooth transition of wealth, including, importantly, business ownership wealth.
The sale of the businesses is also a core part of Mark's practice as many may elect to liquidate their businesses during their lifetimes. Additionally, Mark works directly with asset management and investment professionals in all aspects of the capital markets including but not limited to core investment management, hedge funds, private equity, and other alternative and structured products, particularly when liquidity events occur within the estate plan, but also other circumstances as well.
Mark's educational background, beyond law school, includes graduate work at Northwestern University and a Master's degree from the University of Chicago. He is an actively licensed in the states of Georgia and Illinois and holds Series 7 and 66 securities licenses.
Whether its a straight forward Estate Plan or one involving more complex strategies to address assets and issues unique to your situation, I have the experience and intellectual capital to help you.