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 planning 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.
Mark also mediates trust and estate disputes. Having focused his practice on trust and estate matters for more than 20 years, he has helped resolve a myriad of disputes. Unlike many mediators who focus narrowly on whether evidence will be admissible in court and how it may be interpreted by a judge, Mark believes that the parties to a dispute are in the best position to craft an acceptable resolution because they understand their own reasons for being in the dispute. He helps his mediation clients evaluate the possible outcomes if their matter proceeds to court, but he concentrates on helping them create settlements that address their personal and business interests. Because he maintains an active estate planning practice along side his mediation practice, he is in tune with current issues and strategies.
Harvard Law School Executive Education program (Negotiation Master Class, 2019)
Mercer University Walter F. George School of Law (J.D., 1996)
University of Georgia (A.B.J., 1990)
Orange County Superior Court Probate Mediation Panel
Southern California Mediation Association
Orange County Estate Planning Council
Orange County Bar Association
Society of Trust and Estate Practitioners
California Society of CPAs
Professional Fiduciary Association of California
"Focusing on a Client's Values Builds More Effective Estate Plans and Starts the Vital Communication Process Between Settlors and Their Beneficiaries," Author, Estate Planning & California Probate Reporter (September 2020)
“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)