Mark Pirozzi Email and Phone Number
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Mark Pirozzi LLC - Member, Akron, OH (2009 – present); Centennial, CO. (2019-present )• Created approximately 80 estate plans with WealthCounsel and ElderDocx software, in “of counsel” position with Centennial firm, representing couples and single clients including wills, testamentary trusts, joint and separate revocable living trusts and irrevocable trusts. • Successfully represented Colorado client in the decanting of a Missouri irrevocable trust into a new Colorado special needs trust while maintaining client’s Medicaid eligibility.• Drafted Colorado irrevocable trusts for clients seeking asset protection and for special needs beneficiaries.• Litigated successful quiet title action in Denver District Court permitting surviving spouse to complete the sale of real property.• Prepared succession plan for closely held third-generation manufacturing and distribution business (15M in annual sales). The plan included preparing a non-qualified deferred compensation plan and a buy-sell agreement for remaining shareholders.• Actively represented 6 closely held businesses for 12 years+ (company valuations between 7M and 18M) and created coordinated estate plans for the owners and family members. Planning for these clients included Federal and Ohio estate tax planning, income tax planning (with client accounting and financial advisors), formation of family limited partnerships, limited liability companies, and irrevocable trusts. • Created more than 250 Ohio non-taxable estate plans; supervised and mentored 3 attorney-employees new to estate planning in the preparation of an additional 175 estate plans from 2011 to 2016.
Mark Pirozzi Llc
View- Website:
- p-klaw.com
- Employees:
- 2
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Of Counsel AttorneyThe Mckenzie Law Firm Feb 2020 - Present2305 E. Arapahoe Road-Suite 223Client generation; preparation of estate planning documents using Wealth Docx and Elder Docx. Medicaid planning with asset protection trusts. Estate administration in Arapahoe, Douglas and Jefferson Counties. Direct work with clients and financial advisors on retirement and/or business succession plans.
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MemberMark Pirozzi Llc Apr 2009 - Present4040 Embassy Parkway Ste 240 Akron, Oh 44333Our practice is focused on a team effort to advise individual, families and business owners in making business and estate planning decisions that make sense, and accomplish the client's goals. -
AttorneyCole Law Office Feb 2004 - Dec 2008Akron , Ohio• Responsible for direct client communications and preparation of all estate planning documents for clients from initial client intake through document review, signing and trust funding. • Established a firm-wide set of basic will and revocable trust documents for various typical scenarios and a form library for revocable and irrevocable trusts applicable to the most frequently encountered clients’ needs.
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Estate Planning AttorneySmith & Condeni L.P.A. Feb 2001 - Feb 2004
Mark Pirozzi Skills
Mark Pirozzi Education Details
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Cleveland State University - Cleveland-Marshall College Of LawLaw -
Economics
Frequently Asked Questions about Mark Pirozzi
What company does Mark Pirozzi work for?
Mark Pirozzi works for Mark Pirozzi Llc
What is Mark Pirozzi's role at the current company?
Mark Pirozzi's current role is Of Counsel -The McKenzie Law Firm.
What is Mark Pirozzi's email address?
Mark Pirozzi's email address is ma****@****law.com
What is Mark Pirozzi's direct phone number?
Mark Pirozzi's direct phone number is +133071*****
What schools did Mark Pirozzi attend?
Mark Pirozzi attended Cleveland State University College Of Law, Cleveland State University - Cleveland-Marshall College Of Law, Allegheny College.
What are some of Mark Pirozzi's interests?
Mark Pirozzi has interest in Social Services, Interests Include Guitar, Golf And Ice Hockey.
What skills is Mark Pirozzi known for?
Mark Pirozzi has skills like Estate Planning, Elder Law, Estate Administration, Llc, Torts, Asset Protection, Small Business, Powers Of Attorney, Real Estate, Personal Injury, Courts, Medicaid Planning.
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