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Mark W. Roberts's Profile Image

Mark W. Roberts

Recognized by Best Lawyers® since 2001.
925 Fourth Avenue, Suite 2900 Seattle, Washington 98104
(206) 623-7580
 | 
Firm: K&L Gates LLP
 |  Website
 
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Overview
Firm

K&L Gates LLP


Years In Practice


Phone Number (206) 623-7580
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, including 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, and preparation of documentation relating to estate planning.

Mark assists individuals in developing and implementing charitable giving plans, including private foundations, supporting organizations, 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. He has served as a mediator of trust and estate related disputes under Washington's trust and estates dispute resolution act.
What legal services does this lawyer offer?
Trusts and Estates
Education
Graduated
Bucknell University, BA
Contact Details and Office Locations
Office: (206) 623-7580
925 Fourth Avenue, Suite 2900
Seattle, Washington 98104
Seattle, Washington 98104
See Location
Address for Mark W. Roberts
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