PeopleMark Powell
Mark Powell

Mark Powell

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PeopleMark Powell

  • Mercer University Walter F. George School of Law (J.D., 1996)
  • University of Georgia (A.B.J., 1990)

  • Orange County Estate Planning Council 
  • Orange County Bar Association 
  • Society of Trust and Estate Practitioners
  • California Society of CPAs
  • Professional Fiduciary Association of California

  • “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)
  • "SCOTUS Rules States Need a Stronger Connection to Tax a Trust by Roger Russell," Quoted, Accounting Today (June 21, 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)
  • "Pre-Immigration Planning: Transfer Strategies for Non-U.S. Persons," Co-Author, (June 21, 2018)

  • Fellow of the American College of Trust and Estate Counsel (2014-present)
  • California Bar Certified Specialist in Estate Planning, Trust & Probate Law
  • AV Preeminent® Peer Review Rating from Martindale-Hubbell® (2007-present)

  • J.F. Shea Center for Therapeutic Riding (2019-present)
    • Board Member
  • Dreams for Schools (2018-present) 
    • Board Member
  • Laguna Beach High School Scholarship (2013-present)
    • Board Member

  • Dorsey & Whitney, Partner (2017-2019)
  • Powell Roberts, Inc., Founder & Managing Partner (2016-2017)
  • Albrecht & Barney, Partner (2007-2016)
  • Baker Hostetler, Associate (2005)
  • Freeman, Freeman & Smiley, Associate (2000-2005)

  • California