Mark D. Balk
Of Counsel
Boston
mbalk@goulstonstorrs.com+1 617 574 4017Mark D. Balk
Of Counsel, Boston
mbalk@goulstonstorrs.com+1 617 574 4017Related Expertise
Individuals and families trust Mark Balk to optimize ownership structures for family assets to minimize taxes and liability exposures. He works with clients to identify and achieve family objectives, providing a pathway for generation-to-generation continuity, and the perpetual preservation and growth of family wealth.
A deeply experienced trusts and estates attorney, Mark handles the full range of estate planning and related personal legal matters. He advises on tax and non-tax considerations pertaining to the ownership, management and transfer of wealth. He also works closely with families to develop charitable giving programs and establish and administer substantial charitable foundations.
Mark is actively involved in administering trusts and estates, in addition to advising non-profit organizations. He is also experienced in the provision of family office and financial administration services. Mark is particularly known for handling trust investment matters.
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Accolades
- Chambers High Net Worth (HNW): Individual Ranking, 2016-2022 (Band 4); Firm Ranking, 2017-2022 (Band 2)
- Best Lawyers in America®, Trusts and Estates, 2006-2026
- Massachusetts Super Lawyer, 2004-2024
- Martindale Hubbell Peer Review Rated AV Preeminent ™
Affiliations
- American College of Trust and Estate Counsel
- Member, Trustee Advisory Board, Beth Israel Deaconess Medical Center
Admissions
- New York
- Massachusetts
Education
Harvard Law School ( J.D. , cum laude , 1981 )
Northwestern University ( B.A. , summa cum laude , 1978 )