Mark concentrates his practice in the areas of personalized business and estate planning, wealth enhancement strategies, estate and trust administration, and asset preservation and protection planning. 

Mark emphasizes taking the time to know each client and their unique needs, and his knowledge and experiences have provided him with the ability to provide comprehensive solutions and planning opportunities available to each client. Mark encourages a team approach by collaborating with a client's other professionals such as accountants, financial advisors and insurance agents to design and implement solutions and plans that will best meet the client's needs and objectives.

Mark has presented various educational seminars to insurance professionals, financial advisors, and accountants on advanced estate and business planning concepts, irrevocable life insurance trusts, asset protection planning and offshore trusts, business succession planning, and buy/sell agreements.

Practice Areas:
Business and Business Succession Planning
Estate Planning
Estate and Trust Administration
Mergers and Acquisitions
Taxation
Residential and Commercial Real Estate

Bar Admissions:
Minnesota
North Dakota
Wisconsin

Education:
B.S.B.A. in Accounting, University of North Dakota, 1975
J.D., University of North Dakota, 1979

Designations:
"Five Star Wealth Manager" by Minneapolis St. Paul Magazine and Twin Cities Business

Professional and Civic Activities:
Member, Minnesota State Bar Association
Member, North Dakota State Bar Association
Member, Wisconsin State Bar Association
Member, Wealth Counsel, LLC
Board Member, Woodbury Rotary Community Fund
Past President, Woodbury Rotary Club

 

 

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