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Mark D. BalkMark D. Balk

(617) 574-4017
mbalk@goulstonstorrs.com
Fax: (617) 574-7567
Boston
400 Atlantic Avenue
Boston MA
02110-3333
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Education
Northwestern University, B.A., 1978, summa cum laude

Harvard Law School, J.D., 1981, cum laude
Admissions
New York

Massachusetts

Overview

Estate planning matters, including tax and non-tax considerations pertaining to the ownership, management and transfer of wealth, are the focus of Mark Balk's private client practice. Mark guides individuals and families through a broad range of matters including structuring the optimum ownership of family assets throughout lifetime, and the transfer of assets at death. Mark also works closely with families in developing their charitable giving programs, and in establishing and administering substantial charitable foundations. In addition, Mark is actively involved in the administration and investment of trusts and estates and in advising non-profit organizations, and also in the provision of family office and financial administration services. Mark is a Director and Co-Chair of the firm's Private Client and Trust group.

Representative Experience

  • Continuous, on-going wealth transfer planning for numerous clients of very substantial means. 
  • Planning significant asset transfers where substantial appreciation in value was anticipated, employing Grantor Retained Annuity Trusts (“GRATs”) and other techniques (including pre-IPO transfers). 
  • Use of so-called “defective grantor trusts.” 
  • Advice on sophisticated uses of life insurance in estate planning. 
  • Wealth transfer planning for real estate entrepreneurs. 
  • Wealth transfer planning for venture capitalists and other private equity principals. 
  • Creation of family foundations and guidance to the clients involved regarding the formulation and implementation of family grant-making programs. 
  • Financial and legal planning in connection with the sale of family’s interest in a large company.
Professional and Community Involvement
  • American College of Trust and Estate Counsel
  • Boston Probate and Estate Planning Forum Boston Estate Planning Council
  • Trusts and Estates Section, Boston Bar Association
  • Massachusetts Continuing Legal Education, Estate Planning Curriculum Committee
  • Overseer, Beth Israel Deaconess Medical Center
Awards and Recognition
  • Chambers High Net Worth (HNW), 2016
  • Martindale Hubbell Peer Review Rated AV Preeminent TM
  • Best Lawyers in America, Trusts and Estates, 2006-2017
  • Massachusetts Super Lawyer, 2004 - 2015
Speaking Engagements
Press Releases
num: 17
clientAdvisories: Wealth Transfer Opportunities in the Current Economic Environment
pressReleases: Goulston & Storrs Attorneys Named in 2010 Best Lawyers®
clientAdvisories: Is a Roth Conversion Right for You?
pressReleases: Goulston & Storrs Attorneys Named to 2011 Edition of Best Lawyers
clientAdvisories: Making the Most of the New Tax Law: Estate Planning and Wealth Transfer Strategies in 2011/12
pressReleases: Goulston & Storrs Attorneys Named to 2012 Edition of Best Lawyers®
pressReleases: 36 Goulston & Storrs Attorneys Named to 2013 Edition of Best Lawyers ®
clientAdvisories: The Time is Now: Making Tax-Free Gifts in 2012
clientAdvisories: Congress Passes Sweeping Tax Legislation Affecting Income, Estate and Gift Taxes
clientAdvisories: Supreme Court Strikes Down the Defense of Marriage Act, Bringing Sweeping Changes to Tax Laws
pressReleases: Goulston & Storrs Nabs 34 Lawyers, 2 “Lawyer of the Year” Recognitions in 2014 Best Lawyers® Rankings
pressReleases: Goulston & Storrs Captures 47 Spots on the 2013 Massachusetts Super Lawyers List; 14 on the 2013 Massachusetts Rising Stars List
pressReleases: Goulston & Storrs’ Richard Zielinski Named 2015 Best Lawyers® “Lawyer of the Year” in Legal Malpractice Law and Michael Robinson Named “Lawyer of the Year” in Real Estate
pressReleases: Boston Land Use and Zoning Law "Lawyer of the Year" Matthew J. Kiefer Among 42 Goulston & Storrs Lawyers Recognized by Best Lawyers for 2016
pressReleases: 50 Goulston & Storrs Attorneys Named 2015 Massachusetts Super Lawyers and Rising Stars
pressReleases: UPDATE: 2016 Chambers USA and New High Net Worth Guides Recognize Ten Market-Leading Goulston & Storrs Practices and 34 Leading Individual Lawyers
pressReleases: Washington, DC Litigation- Land Use and Zoning "Lawyer of the Year" Maureen E. Dwyer and Land Use and Zoning "Lawyer of the Year" Phil T. Feola Among 42 Goulston & Storrs Lawyers Recognized by Best Lawyers for 2017
»View All
August 2015
Washington, DC Litigation- Land Use and Zoning "Lawyer of the Year" Maureen E. Dwyer and Land Use and Zoning "Lawyer of the Year" Phil T. Feola Among 42 Goulston & Storrs Lawyers Recognized by Best Lawyers for 2017
June 2016
UPDATE: 2016 Chambers USA and New High Net Worth Guides Recognize Ten Market-Leading Goulston & Storrs Practices and 34 Leading Individual Lawyers
October 2015
50 Goulston & Storrs Attorneys Named 2015 Massachusetts Super Lawyers and Rising Stars
August 2015
Boston Land Use and Zoning Law "Lawyer of the Year" Matthew J. Kiefer Among 42 Goulston & Storrs Lawyers Recognized by Best Lawyers for 2016
August 2014
Goulston & Storrs’ Richard Zielinski Named 2015 Best Lawyers® “Lawyer of the Year” in Legal Malpractice Law and Michael Robinson Named “Lawyer of the Year” in Real Estate
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