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Mark G. Holden
Secretary Joyce Davis
Mark is a partner in the private client and tax team.
He splits his time between domestic and international estate planning and trust administration. He frequently works with US based clients on tax efficiently structuring and inheritance from abroad and also counsels clients who want to leave the United States. Domestically, Mark has worked with clients planning wealth transfers through a variety of techniques involving not only trusts or partnerships but also co-tenancies and other legal estates. He has also worked with clients forming regulated and unregulated private trust companies in the United States and abroad and works with a number of the firm's family office clients in the United States and abroad.
Talks
'Around the World in 70 Minutes', STEP Boston - February 2013
'In Search of Hire Ground', New York, New York - October 2010
'Reassessing Family Limited Partnerships (FLPs)', New York - October 2009
Insight
External publications
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'Update on Connecticut estate and gift tax exemptions for 2019,' article - February 2019, co-author
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'How the New Federal and New York Estate Tax Exemption Could Affect Your Estate Plan,' Withers article - January 2018, co-author
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'FATCA: The Other Shoe Drops', Withers Bergman LLP Briefing Notes - February 2012, co-author
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'Surprise The U.S. Is the New Tax Haven', Trusts and Estates Magazine -December 2003
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'Choosing Among the Beneficiaries of Discretionary Trusts and Powers of Appointment-The American Perspective', Chase Journal - Spring 1998, co-author
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'United States-International Trust Precedents' - 1994 and 1995, co-author
Admissions
State of Missouri, 1990
Registered Foreign Lawyer in the UK, 2004
State of New York, 2004
State of Connecticut, 2006
Education
Loyola University, Bachelor of Business Administration
Washington University School of Law, J.D.
Languages
- English
Memberships
American Bar Association
Society of Trust and Estate Practitioners
New York State Bar Association
New York City Bar Association
Connecticut Bar Association
Missouri Bar
Key dates
- Year joined: 2004
- Year became partner: 2004