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.