Mark E Swatik, Esq, MBA

Specialties

Estate Planning; Revocable Living Trusts and all types of Irrevocable Trusts (Dynasty Trusts, Grantor Retained Trusts-​GRATS/​GRUTS, Intentionally Defective Grantor Trusts-​IDGT, Qualified Personal Residence Trusts-​QPRT, Irrevocable Life Insurance Trusts-​ILITS, Family Limited Partnership Trusts-​FLPS, Spousal Lifetime Access Trusts-​SLAT, and Charitable Remainder/​Lead Trusts-​CRATS/​CRUTS; IRA/​Inheritance Trusts; Probate; Trust Administration; Trust Litigation; Business Succession Planning; Corporate Litigation.

History

Established in 2000.

My passion for helping others protect themselves and prevent problems stems from my law enforcement background. Having lost two offices in the line of duty within a two-​year time period, I used these tragedies to inspire me to educate people on what it means not to be protected; that probate, conservatorship and guardianship proceedings will occur unless your take responsibility for your lives and the people who matter most to you. Estate Planning impacts every person, and every person they know, because people either elect to get their affairs in order, according to their own interests and wishes, or the court will be required to do all of it for them. When people learn that probate fees in CA are set by law, a gross percentage of their total assets, and takes 2 – 3 years to finalize, as well as there being no automatic authorization even between spouses to handle financial and medical affairs in the event of incapacity, they quickly learn why they must protect themselves.

Meet the Business Owner

Mark S.

Business Owner

Mark Swatik is a principal with his law firm, Sanders, Montalto & Swatik, LLP, where they specialize in estate planning, trusts and probate law, as well as trust administration, trust litigation, conservatorships, guardianships and special needs planning. Mark is a retired Police Sergeant, who managed many bureaus during his career, including Internal Affairs and Detectives, as well as operating as Team Leader for the Hostage/​Crisis Negotiations Team. Mark worked full-​time while also earning his undergraduate degree, an MBA with an emphasis in Finance, and was also selected as the honored recipient of the 10^th Annual National Law Enforcement Law School Scholarship, where he was chosen after a comprehensive review of numerous applications submitted by law enforcement personnel from throughout the United States. Mark takes pride in helping families protect their assets and loved ones by preparing customized, cutting edge revocable and irrevocable trusts and comprehensive estate plans.