Mark Roberts counsels and represents individuals and families in both tax and non-tax aspects of estate planning, with an emphasis on personalized needs and advanced tax planning. His practice focuses on the use of sophisticated tax strategies to transfer wealth among family members, preservation of assets through use of long-term trusts, partnerships and companies, facilitation of business succession, organization of family wealth management through family offices and trust companies, and preparation of documentation relating to estate planning.
In addressing their estate planning needs, Mark has worked with business owners, founders, executives, artists, authors, professional athletes, multi-generational family groups, and non-US citizens. In addressing their needs, Mark works closely and collaboratively not only with his clients themselves but also with their accountants, financial advisors, family offices, general counsel and other representatives to fashion strategic, effective and comprehensive plans.
Mark assists individuals in developing and implementing charitable giving plans, including private foundations and charitable lead and remainder trusts.
He advises and represents both individual and professional fiduciaries in all facets of the administration of private trusts and decedents' estates, including probate law matters, income and estate tax planning, preparation of required tax returns, and tax audits and appeals before the Internal Revenue Service.
Mark also represents beneficiaries and fiduciaries in will and trust disputes, including will and trust interpretations, breach of fiduciary duty claims, will contests, accounting proceedings, and charitable trust reformations.
Mark regularly presents at professional education programs on topics related to estate planning and probate law.
