MARK F. DAHLE, JR., an attorney with Sloan & Sloan, P.C., works closely with his clients to maximize their estate planning and wealth management objectives. Sometimes he jokingly tells people that he works in the death industry. More seriously, he thinks of himself as being in the “peace of mind” industry. As he works with the other attorneys at Sloan & Sloan, they provide families with the tools and documents that will ensure that their clients’ assets will go to the people they want to have them. In addition, they minimize taxes and other expenses and protect those assets once they have been transferred to the hands of the next generation.
Mark believes strongly in building legacies. The legacy might support a client’s charitable goals, it might support future generations of a client’s family, and it quite often supports both. He loves seeing how happy his clients are when an estate plan has been put in place, knowing that their wishes will be carried out even after they are incapacitated or have passed away. He is convinced that everyone should have a plan, and he enjoys being part of the planning process.
Before joining Sloan & Sloan, Mark practiced law in Southwest Florida for over 10 years. His career has been focused on the preservation of wealth for families, including advanced estate tax planning trusts, creation of business entities, asset protection planning, and all aspects of estate and income tax planning.
- Tax Law
- Estate Planning
- Business Law
ADMITTED TO PRACTICE
- Utah, 2014
- Florida, 2004
- LL.M., Taxation, University of Florida Levin College of Law, Gainesville, Florida, 2005
- J.D., cum laude, with honors in legal research and writing, University of Florida Levin College of Law, Gainesville, Florida, 2003. Mark was a recipient of the Law Faculty Scholarship
- B.S. in Economics, summa cum laude, ranked first in class, Florida Southern College, Lakeland, Florida, 2001
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