Biography: 

Mark is a principal of the firm and his practice focuses on estate and trust planning and administration, business succession planning, and tax advice.  Mark assists clients with planning for a smooth transfer of assets to loved ones, and, following a client’s death, guidance through the estate and trust administration process.  His clients range from business owners transferring their businesses to individuals planning for distributions to their beneficiaries lifetime medical issues and planning for long term care costs, with clients’ peace of mind concerns at the forefront.  Mark focuses on drafting estate plans that accomplish the clients’ goals in an understandable manner while attaining income and estate tax efficiency, notwithstanding the complexities that some estate plans require.

After law school, Mark served as a federal clerk to the Honorable Franklin S. Billings, Jr., U.S. District Court followed by work as an associate in the corporate departments of two large international law firms.  Mark has attained an AV (Preeminent/Very High Ethical Standards) Martindale-Hubbell peer-review rating and is recognized by the The Best Lawyers in America as a leading attorney in the area of Trusts and Estates.  Mark regularly speaks and publishes on trusts and estates matters, including serving as editor of the Practical Law Trusts & Estates: Vermont Revocable Trusts, Vermont: Irrevocable Trusts, Vermont Probate, and Vermont Anclillary Probate Question and Answer materials.  Mark also serves as an Advisor to InterActive Legal, one of the nation’s largest estate planning software companies.

Mark has been an active member of the Vermont Bar Association Probate and Trust Section, including serving as a member of the Vermont Bar Association and Vermont Banker’s Association joint study committees that drafted the Uniform Trust Code for Vermont (2007-2009) and the Uniform Principal and Income Act  for Vermont (2010-2011).