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Mark Wilcox Roberts

Mark Wilcox Roberts

Practice areas:

Estate Planning, Tax, Trusts, Probate, Marriage & Prenuptials

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About Me










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.









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Practice Areas

Licensed since 1982

  1. Estate Planning: 50%
  2. Probate: 15%
  3. Trusts: 15%
  4. Tax: 15%
  5. Marriage & Prenuptials: 5%

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Contact Info

K&L Gates

925 Fourth Avenue Suite 2900
Seattle, WA, 98104

Resume

License

StateStatusAcquiredUpdated
WAActive198707/06/2015
NYSuspended198203/13/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Best Lawyers in America (15 years)U.S. News2012
Super LawyerWashington Law & Politics2012
Best Lawyers in the Business, Trusts & EstatesSeattle Business Magazine2012
Five Star Wealth ManagersSeattle Magazine2012
AV Preeminent, Trusts & EstatesMartindale-Hubbell2012

Associations

Association NamePosition NameDuration
Washington State Bar AssociationMemberN/A
American College of Trust and Estate CounselFellowN/A
Seattle Estate Planning CouncilMemberN/A

Education

School NameMajorDegreeGraduated
University of North Carolina School of LawLawJD - Juris Doctor1981
Bucknell UniversityN/ABA - Bachelor of Arts1978