Mark Mullin joined the Shartsis Friese LLP Family Wealth Planning group in 2020. He counsels individuals and families in sophisticated strategies to achieve their estate planning objectives. Mark is particularly suited to designing and implementing creative wealth planning strategies, not only achieving client goals and preserving flexibility, but also protecting their wealth from creditors and taxes, including income, property, gift, estate, generation skipping transfer, and other taxes.
Prior to joining Shartsis Friese he was affiliated with two other firms where he provided advice to clients on estate planning and on the structuring of complex, multijurisdictional, tax-efficient transactions. His work included planning for international and California income taxes, family offices, transfers of carried interests, qualified small business stock, debt restructuring, real estate transactions (including §1031 exchanges), tax exempt organizations, charitable gifts and trusts, numerous income-tax saving trusts, and tax partnerships and LLC structuring.