trusteepro.com

Mark Powell

Mark Powell

Mark E. Powell, JD
Cell: (959) 907-1195
Email: mep@powellroberts.com

Mark has been licensed as a California attorney since 1996. His law practice always focused exclusively on trusts and estates, and he worked at several pre-eminent Orange County law firms before establishing his professional fiduciary practice, including Freeman, Freeman & Smiley, Baker & Hostetler, Snell & Wilmer and Albrecht & Barney. Because of his extensive knowledge of estate planning, the California State Bar Board of Legal Specialization certified him as a specialist in estate planning, trust and probate law.

Mark’s reputation was recognized nationally when he was elected a Fellow of the American College of Trust and Estate Counsel (www.actec.org). ACTEC Fellows are appointed by their peers based on substantial contributions to the estate planning field through lecturing, writing, teaching and participating in bar activities. Mark’s articles have appeared in trade journals such as California Tax Lawyer, Tax Notes Today, Journal of Accountancy, Probate & Property, Trusts & Estates, and California Trusts & Estates Quarterly. He has lectured at the California Tax Bar & California Tax Policy Conference, the University of Southern California Gould School of Law Tax Institute, the Annual Meeting of the California Tax Bar, and a variety of other education events sponsored by the California Society of CPAs, the American Institute of CPAs, the Orange County Bar Association Trusts & Estates Section, the Estate Planning Council of San Gabriel Valley, and the Estate Planning and Trust Council of Long Beach. Wealth Magazine named Mark as one of the Top 100 estate planning attorneys in the country.

Over the last 20 years, Mark has been involved in a wide variety of trust and estate administration matters. He has helped administer a half dozen estates worth more than $250 million and dozens worth more than $50 million, but he prefers working with estates in the $5 – 20 million range because he enjoys working directly with family members. When a situation gets complicated, his experience helps him recognize when formal solutions are necessary and when it might be possible to use more practical solutions.

When he decided to move his practice into fiduciary services, Mark rounded out his financial planning skills by passing the Uniform Investment Adviser Law Examination, also called the Series 65 exam. Although Mark does not manage money himself, this credential helps him communicate efficiently with investment advisors. It also allows him to evaluate investment advisor performance effectively and fairly.

Mark grew up in a small town in Georgia and moved to Laguna Beach the year he passed the bar exam. He is married to an investment banker, and they have two sons. Their oldest is a student at a small liberal arts college outside Montreal, and their youngest is a high school senior. In his free time, Mark likes snapping photographs with an old Nikon, sailing any boat he can get his hands on, and hiking. He serves as an officer on the board of directors of the Laguna Beach High School Scholarship Foundation. He is also active at St. Mary’s Episcopal Church, and he is an associate of the Benedictine Order of Holy Cross.

trusteepro.com