Mark G. Holden

Partner

  • Education: Loyola University , B.S. • Washington University School of Law, J.D.
  • Admitted: State of MO, 1990 • Registered Foreign Lawyer in the UK, 2002 • State of NY, 2004 • State of CT, 2006
  • Year joined: 2004
  • Year became partner: 2004

Overview

Mark focuses on domestic estate and tax planning, estate and trust administration and international trust and tax planning. He also handles tax and trust controversy.

Mark is a Certified Public Accountant.

Publications and speaking engagements

  • Co-author of "FATCA: The other shoe drops," Withers Bergman LLP Briefing Notes, February 2012.
  • Presentation on "In Search of Hire Ground," New York, NY, October 2010. 
  • Presentation on "Reassessing Family Limited Partnerships (FLPs)," New York, NY, October 2009.
  • Presentation at Withers Bergman LLP Annual International Trust and Tax Planning Conference, "Americans Abroad Successfully Moving People, Money and Businesses out of the US," New York, June 2005.
  • Author of "Surprise The U.S. Is the New Tax Haven," Trusts and Estates Magazine, December 2003.
  • Contributing Co-Author of "Choosing Among the Beneficiaries of Discretionary Trusts and Powers of Appointment-The American Perspective," Chase Journal, Spring 1998.
  • Contributing Co-Author of United States-International Trust Precedents, 1994 and 1995.

Memberships

  • American Bar Association, Real Property, Probate and Trust Law Section
  • Connecticut Bar Association
  • Missouri Bar
  • New York City Bar Association
  • New York State Bar Association
  • Society of Trust and Estate Practitioners

On a personal note

Mark enjoys hunting, tennis and travel in his free time.