Mark Powell is a Certified Specialist in Estate Planning, Trust and Probate Law, California Board of Legal Specialization, and a Fellow of the American College of Trust and Estate Counsel. He is a partner in the firm’s Private Client Services practice group. Mark focuses his practice on three areas: estate and gift tax planning, with a strong emphasis on charitable planning and family philanthropy; family governance and succession planning for clients wanting to provide benefits over multiple generations; and trust and probate administration, including trust and estate litigation. He also mediates trust and estate disputes.
Mercer University Walter F. George School of Law (J.D., 1996)
“The Formula General Power of Appointment: Guaranteed Efficiency Between Estate Tax Planning and Income Tax Basis,” Co-Author, California Trusts and Estates Quarterly Volume 25, Issue 3 (September 2019)
"Ethical Considerations," and "Marital Deduction Planning," Contributing Author, CEB California Estate Planning (May 2019)
"Marital Deduction: Overview and Formula Clauses," "Qualified Terminable Interest Property Trusts and Qualified Domestic Trusts," and "Bypass Trusts and Disclaimer Trusts," Contributing Author, CEB California Will Drafting (August 2018)