Mark T. Carlidge

20 Ash Street, Suite 200

Conshohocken, PA 19428

 

Phone: 610.629.6641

Fax: 610.629.6647

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Mark T. Carlidge is a shareholder of Nachmias Morris & Alt, P.C. and the senior member of the firm’s Trusts and Estates practice. Mark’s practice covers all aspects of estate planning and administration, counseling individuals, married couples and multi-generational families in matters relating to estates and trusts ranging from billions of dollars to more modest amounts. Mark works closely with his clients’ advisors to meet each client’s goals and to develop and implement seamless and comprehensive estate and financial plans. He advises clients in the areas of wealth transfer, business succession, pre-marital agreements, asset protection and charitable giving. Mark also assists his clients to understand, negotiate and resolve complicated income, gift, estate and generation-skipping transfer tax issues. Mark regularly counsels individual and corporate fiduciaries, and beneficiaries. He represents them in court proceedings and in resolving issues without court involvement through nonjudicial and family agreements. Mark also advises clients with respect to the creation and operation of tax-exempt organizations.

 

areas of practice

Estate Planning & Administration

 

Charitable Giving

 

Tax Exempt Organizations

education

Temple University School of Law,

__LL.M in Taxation 1994

 

Villanova University School of Law, 

__J.D. 1984

 

Virginia Polytechnic Institute & State University, 

__B.S. 1981, magna cum laude


state bar admissions

Pennsylvania

 

New Jersey


federal court admissions

United States District Court for the

__District of New Jersey

 

United States Tax Court 

 

United States District Court for the

__Eastern District of Pennsylvania


recognitions & community activities

Member of Board of Trustees, 

__Wanamaker Institute of Industries, Inc.

 

Philadelphia Bar Association, Probate and Trust Section, Member, Legislative Committee 

 

Philadelphia Estate Planning Council