MARK W. SUTHERLAND Attorney and Counselor at Law
Born 1952 in McKinney, Texas. Raised in Carrollton-Farmers Branch, Texas area.
B.B.A. (Banking & Finance) with honors, University of North Texas (1974)J. D., with honors, University of Houston (1979).
State Bar of Texas, College of the State Bar of Texas, United States District Courts for the Northern and Eastern Districts of Texas, Dallas Bar Association (Real Estate Section, Probate Section and Tax Section) and Denton County Bar Association (Real Estate Section and Probate/Trust Section).
Certified by Texas Board of Legal Specialization in Residential Real Estate Law, Commercial Real Estate Law and Estate Planning & Probate Law.
Qualified attorney ad litem in guardianship matters. Qualified as a civil law and family law mediator.
Capital Improvements Commission, City of Carrollton (1982). Planning & Zoning Commission, Town of Flower Mound (Member 1985-1992, Chairman, 1988-1992). Metrocrest Senior Adult Services Agency (Member 1997-2003, President, 2002-2003).
Member, Metrocrest Chamber of Commerce (serving the communities of Carrollton, Farmers Branch and Addison) since 1986
Real Estate Law: Residential and commercial real estate transactions, leases, purchases and sales, preparation of commercial and residential earnest money contracts, deeds, seller and third-party lender financing transactions, commercial and residential improvement and construction contracts, loan documentation and planning, preparation of loan documents, title issues and disputes, residential and commercial foreclosures, evictions, partitions and condemnations, reviews of surveys and title policies, and '1031 tax-free exchanges.
Estate Planning: Preparation of simple and complex wills and trusts, advance directives and other planning-related documents and instruments. Planning to minimize federal estate and gift tax liability (e.g., bypass trusts, QTIP trusts, QDOT trusts, charitable lead and remainder trusts, grantor retained annuity trusts, life insurance trusts). Preparation of federal gift and estate tax returns. Non-testamentary transfer planning. Deferred compensation income distribution planning. Asset protection planning. Family limited partnerships.
Probate & Guardianship: Handling of probate and guardianship matters, heirship affidavits, small estate affidavits, independent and dependant estate administrations, judicial determination of heirship proceedings, guardianships, ancillary probate proceedings, preparation of Special Needs Trusts.
Elder Law: Medicaid income and asset eligibility planning, preparation of Qualified Income ("Miller") Trusts and other Special Needs Trusts. Planning for incapacity. Creation and administrations of Guardianships.
Business Organizations: Formation, organization and operation of various business entities such as corporations, limited liability companies, general partnerships, limited partnerships, professional corporations and associations and non-profit organizations.