Mark Balk Private Client Estate Planning Charitable Giving Family Office Lawyer

Representative Matters

Charitable Giving and Entity Structures

Advising families on charitable giving and entity structure to minimize income and wealth transfer taxes.

Estate and Trust Administration Fiduciary Duties and Tax Law

Advising professional and family executors and trustees in understanding fiduciary duties and tax laws in connection with the administration of estates and trusts.

Trust and Trustee Succession Arrangements

Drafting and implementing revocable and irrevocable trust arrangements to take advantage of income and wealth transfer planning opportunities. Advising on the selection of trustees and implementing appropriate trustee succession arrangements.

Wealth Transfer Planning

Continuous, on-going wealth transfer planning for numerous clients of very substantial means.

Asset Transfer Planning

Planning significant asset transfers where substantial appreciation in value was anticipated, employing Grantor Retained Annuity Trusts (“GRATs”) and other techniques (including transfers in anticipation of possible liquidity events).

Defective Grantor Trusts

Use of so-called “defective grantor trusts.”

Use of Life Insurance in Estate Planning

Advice on sophisticated uses of life insurance in estate planning.

Real Estate Entrepreneur, Venture Capitalist and Private Equity Principal Wealth Transfer Planning

Wealth transfer planning for real estate entrepreneurs, venture capitalists and other private equity principals.

Family Foundation Creation and Implementation of Grant-Making Programs

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 Sale of Family's Interest in Company

Financial and legal planning in connection with the sale of family’s interest in a large company.

Family Trust Divorce Planning

Planning with respect to the handling of family trusts in connection with divorce, including decanting and other techniques.