Profile Mark specialises in handling disputes in the field of wills, trusts, tax-planning and the administration of estates. These include disputes relating to multi-million pound estates / trust funds for HNW beneficiaries, trustees and trust companies, both onshore and offshore.
Mark also deals with a range of non-contentious private client work including wills, trusts, the administration of estates, powers of attorney / deputyships and long term tax-planning and succession structures.
Mark's recent projects include the following
Advising beneficiaries of multi-million pound offshore trust structures in relation to disputes with the trustees and the other beneficiaries.
Advising executors and beneficiaries of multi-million pound UK and international estates in relation to claims, under the Inheritance (Provision for Family and Dependants) Act 1975.
Advising in relation to applications under the Variation of Trusts Act 1958.
Advising the beneficiary of a Will and lifetime gifts disputed on the grounds of mental capacity.
Advising attorneys in connection with the discharge of their duties under an LPA
Professional memberships Society of Trust and Estate Practitioners (STEP) STEP Contentious Trusts Estates SIG Global Steering Committee Registered Contentious Trust and Probate Specialist (Association of Contentious Trust and Probate Specialists) STEP Advanced Certificate in International Succession and Probate ConTrA (Contentious Trusts Associates)
Areas of practice
Personal Tax
Estate and Wealth Transfer Planning
Litigation & ADR
"Mark is a class act and very bright. He has a great depth of expertise and he approaches cases with a mind for solutions which, by and large, is the right mindset for this space. He is a thoroughly impressive operator." Chambers High Net Worth 2023
"Stands out for his great mind and the way he manages very complex matters in a calm and very efficient way" Legal 500 2022
“A bright partner with an impressive eye for detail” Legal 500 2023
Practice Areas
Estate and Wealth Transfer Planning
Litigation & ADR
Tax: International
Tax: Personal
Practice Areas
Estate and Wealth Transfer Planning
Litigation & ADR
Tax: International
Tax: Personal
Specialty Groups
TAG Tax
Specialty Groups
TAG Tax
Bio
Position Partner
Profile Mark specialises in handling disputes in the field of wills, trusts, tax-planning and the administration of estates. These include disputes relating to multi-million pound estates / trust funds for HNW beneficiaries, trustees and trust companies, both onshore and offshore.
Mark also deals with a range of non-contentious private client work including wills, trusts, the administration of estates, powers of attorney / deputyships and long term tax-planning and succession structures.
Mark's recent projects include the following
Advising beneficiaries of multi-million pound offshore trust structures in relation to disputes with the trustees and the other beneficiaries.
Advising executors and beneficiaries of multi-million pound UK and international estates in relation to claims, under the Inheritance (Provision for Family and Dependants) Act 1975.
Advising in relation to applications under the Variation of Trusts Act 1958.
Advising the beneficiary of a Will and lifetime gifts disputed on the grounds of mental capacity.
Advising attorneys in connection with the discharge of their duties under an LPA
Professional memberships Society of Trust and Estate Practitioners (STEP) STEP Contentious Trusts Estates SIG Global Steering Committee Registered Contentious Trust and Probate Specialist (Association of Contentious Trust and Probate Specialists) STEP Advanced Certificate in International Succession and Probate ConTrA (Contentious Trusts Associates)
Areas of practice
Personal Tax
Estate and Wealth Transfer Planning
Litigation & ADR
"Mark is a class act and very bright. He has a great depth of expertise and he approaches cases with a mind for solutions which, by and large, is the right mindset for this space. He is a thoroughly impressive operator." Chambers High Net Worth 2023
"Stands out for his great mind and the way he manages very complex matters in a calm and very efficient way" Legal 500 2022
“A bright partner with an impressive eye for detail” Legal 500 2023
OFFICES
Suite 300 - 1055 West Hastings St. Vancouver, B.C., Canada, V6E 2E9
360 Central Avenue, Suite 845 St. Petersburg, Florida, USA 33701
