Alternate Office(s)
Practice Areas
- Closely-Held Business & Tax Planning
- Estate & Wealth Planning/ Estate Administration
- Taxation
- Trust, Estate & Fiduciary Litigation
Education
- B.A., University of North Carolina at Chapel Hill, 1994, with honors; Phi Beta Kappa; Johnston Scholar; National Merit Scholar; Honors Program
- J.D., University of Virginia, 1997; Phi Delta Phi; Articles Review Board, Virginia Environmental Law Journal; Sandridge Scholarship
Bar & Court Admissions
- North Carolina, 1997
Mark R.A. Horn
A technically skilled, board certified specialist in estate planning and probate law and a frequent speaker on tax and estate planning topics, Mark Horn takes a comprehensive, proactive approach to his high net worth clients’ estate and tax planning situations, making recommendations in plain English and implementing the desired planning efficiently and responsively.
Also serving many closely-held businesses, Mr. Horn often acts as the trusted adviser to multiple generations of families, assisting them in building and protecting wealth.
For example, he has worked with multiple families holding significant real estate, business assets and marketable securities, with a tax savings result for each family in excess of $10 million. In the recent sale of a construction company, he successfully addressed his client’s primary goals of minimizing taxes, protecting assets from divorce and lawsuits, and diminishing the impact of the realized wealth on the productivity and initiative of future generations.
Representative Client Services
- Estate planning
- Estate administration
- Tax planning
- Asset protection planning
- Charitable planning, including:
- Structuring charitable donations to maximize tax benefits
- Creating and advising private foundations and public charities
- Conservation easements
- Premarital agreements
- Structuring ownership of family vacation residences
Of Note
- Board Certified Specialist in Estate Planning and Probate Law
- Past chair, Queens University Estate Planners Day Steering Committee
- Chair, 2006-2008, Mecklenburg County Bar Estate Planning and Probate Section
- Charlotte Estate Planning Council
- Frequent speaker on tax and estate planning topics, including:
- Planning for the family business owner
- Asset protection trusts
- Sophisticated estate planning techniques
Professional Affiliations
- American Bar Association: Taxation Section; Real Property, Probate and Trust Law Section
- North Carolina Bar Association: Taxation Section; Estate Planning and Fiduciary Law Section