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Overview

"He has a reputation as someone for family succession planning and advises closely held business-owning families who need consultants." - Chambers Referral Source

Mark is a partner in the Louisville office and is a member of the Estate Planning and Corporate Services Departments. Mark concentrates his practice on business succession, estate planning and estate administration for individuals, families and businesses. As an estate planner, he develops and implements plans for the preservation of family harmony and wealth that maximize the transfer of wealth from generation to generation, including the creative use of life insurance and charitable giving, and the preparation of tax efficient wills and trusts. Mark advises clients on business continuity matters, including plans for the reorganization or recapitalization of business interests, the use of life insurance for buy-out or retirement purposes, and the transfer of business wealth through planned giving. Mark and members of the Firm cover these matters in Kentucky, Tennessee, Indiana, Ohio and Florida.

Career Highlights

Representative Cases and Achievements

  • Received Certification in Family Planning Advising, The Family Firm Institute, Inc., September 24, 2009

Awards

  • Selected for inclusion in The Best Lawyers in America® in the fields of Trusts and Estates, 2010 - 2018; Closely Held Companies and Family Businesses Law, 2014-2018
  • Selected for inclusion in Kentucky Super Lawyers® in the field of Estate Planning & Probate, 2012-2017

Affiliations

Professional Affiliations

  • American Bar Association
  • Louisville Bar Association
  • Kentucky Bar Association
  • National Council on Planned Giving
  • The Family Firm Institute

Community Involvement

Professional Leadership

  • Board of Governors, The Speed Art Museum, effective January 2015

Civic and Charitable Involvement

  • Boy Scouts - Professional Advisory Committee
  • Leadership Louisville, Bingham Fellows; Hearing the Alarm: Raising Healthy Kids, 1999  
  • Past Member, Hillel - University of Louisville Board of Directors
  • Focus of Louisville
  • Leadership Louisville Alumni
  • Past Member, USA Harvest Board of Directors
  • Chairman, Professional Advisory Committee
  • Jewish Federation Permanent Endowment Committee
  • President, The Temple Board of Directors, 2007-Present
  • Life Member, National Registry of Who's Who

Media

Contributions & Published Works

  • Kentucky Estate Planning, Wills and Trusts Library: Forms and Practice Manual; 2008, with updates contributed in 2011, 2012, and 2013
  • Successful Succession Planning and the Closely-Held Business, Kentucky Pest Control; July, 2003
  • Estate Planning for the Family Business, Lorman Educational Services; December 2002
  • Successful Succession Planning and the Closely-Held Business; American Car Care Centers, Chicago, Illinois, September 2002
  • Business Planning Through Succession or Sale; Indiana University Southeast School of Business; January 2002
  • Integrating Retirement Plans into the Estate Planning Process in Kentucky; Lorman Education Services, August 2001
  • Leveraging Techniques in Estate Planning and the Role of Insurance....2+2=3; National Insurance Agents Million Dollar Roundtable Study Group, September 2000
  • Basics of Estate Planning; Fifth Third Bank, July 1999
  • How to Keep the IRS Out of Your Estate Plan; Home Builders Association of Louisville, Women's Counsel, April 1998
  • Keeping Uncle Sam Out of Your Estate Plan; Christ United Methodist Church, April 1998
  • Estate Planning; GD&M Law Letter, December 1997
  • Estate Planning & Personal Trusts; Charles Schwab & Co., November 1997
  • The Estate Planning Course-Nuts and Bolts of Estate Planning; PESI, Inc., December 1996, November 1997, August 1999, May 2001
  • Changes by Congress in Estate Planning Laws Provide Good News for Taxpayers!; Business First, October 1997
  • Estate Planning Bar News, Estate Planning Checklist; Fayette County Bar Association, January 1996
  • The Family Limited Partnership-Let Them Eat Cake!; Owensboro Bar Association, November 1995
  • FLPs Ease Death-Tax Blow for Family Businesses; Business First, August 1, 1994
  • Responsible Parties, Living Wills, Health Care Surrogates and Death Taxes; Seminar for the Elderly, March 1994
  • Where is the Value in Charitable Remainder Trusts?; Louisville Bar Association, April 1993
  • Supplement; UKCLE Manual on Estate Planning, 1992
  • Charitable Planning - Charitable Remainder Trusts; Boy Scouts of America, December 1991
  • Charitable Planning Techniques; J.C. Bradford Breakfast Seminar, November 1991
  • Editor - USA Harvest Newsletter
  • Editor - Jewish Federation Charitable Planning Newsletter

News

Events

Presentations

  • Co-Presenter, "When There’s an Empty Chair at the Head of the Table," Family Firm Institute, Inc. Global Conference, San Diego, California, 2013

Services

Industries

University of Florida, B.S.B.A., with honors, 1986
University of Louisville, Louis D. Brandeis School of Law, J.D., Dean's List, 1989

  • Kentucky, 1989
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