Mr. Mark L. Richardson possesses a wide range of expertise in wealth protection, preservation and the minimization of taxes. His knowledge extends to family business planning, such as assisting high net worth individuals and closely-held business owners in transferring their wealth during lifetime and at death. Additionally, Mark is skilled in the areas of federal and state income, estate, gift and generation-skipping taxation and the use of trusts to protect assets and eliminate taxes.

Mr. Richardson's specialties also include entity planning, structuring partnership, limited liability company and real estate transactions, advice on tax-deferred like-kind exchanges, installment sale transactions and unwinding partnership arrangements on a tax-deferred basis.

  • North Carolina Board Certified Specialist, Estate Planning and Probate Law
  • South Carolina Board Certified Specialist, Taxation Law
  • Various tax-related memberships in sections of American Bar Association, NC and SC bar
  • Charlotte Estate Planning Council
  • South Carolina Law Review (University of South Carolina School of Law)
  • American Jurisprudence Award for Contracts (University of South Carolina School of Law)
  • Selected for inclusion in North Carolina Super Lawyers (2009-2015)
  • Selected for inclusion in The Best Lawyers in America® (2013-2019) in the field of Tax Law and Trusts and Estates

Tax and Wealth Protection Articles

Co-Author

Professional Activities

  • North Carolina Board Certified Specialist, Estate Planning and Probate Law
  • South Carolina Board Certified Specialist, Taxation Law
  • Various tax-related memberships in sections of American Bar Association, NC and SC bar
  • Charlotte Estate Planning Council