Testimony About Attorney Mark E. Skandier, President
 

As a single woman I knew it was up to me, and me alone, to make sure my assets ended up where I wanted them to be after I’m gone, and not to the government!  After meeting with Mark I decided I wanted him to lead me through the process. We got it done and I’m very happy with the resulting Trust.  As an added bonus there’s this:  I joined Mark's "Client Maintenance & Education Program" which, among other benefits, allows me to call Mark anytime -- free of charge -- whenever I need my lawyer.  So, while I was in a separate meeting with financial professionals, I was told some distressing news with which I disagreed, but my protests fell on deaf ears.  “Excuse me while I call my lawyer” I announced.  In less than a minute Mark was on the line, solving the problem and saving the day.  How powerful are those words, “my lawyer”!  He is knowledgable, available, and courteous.  Someone I definitely want on my side.   - J.W.

 

I first met Mark at a seminar he was giving about trusts and quickly realized that he was very knowledgeable and could help me.  Since I was thinking about setting up a trust for a while, I decided to meet Mark at his office where he got to know me and my specific situation.  He outlined what I needed and also spent additional time teaching me.  I guess that is the former teacher in him.  I could not have been happier and had a lot of confidence in Mark so I decided then to have a trust set up with Private Wealth Counsel.  I continue to meet with Mark several times throughout the year to make sure everything is on track.  I enjoy his company and I find Mark to be extremely intelligent, helpful and accessible.  I highly recommend Mark for your estate needs. - R.B - Salisbury/Westport

"I've worked with many estate planning attorneys and was never fully satisfied with any of them.  Mark is the real deal, and in my opinion, as good as it gets.  My clients continue to report back to me two things:  (1) How smart Mark is, and (2) How personable and caring he is.  I trust Mark to provide my clients with exceptional value for a very reasonable price."  Blake Petipas - Financial Advisor - CWM

When sending clients to Mark, I know he will take the time to truly understand their individual needs and treat them as if they were his own family (versus transactional business).  Mark has a great ability to understand unique needs of a wide range of potential hazards an individual or family could face when developing a plan.  He will also take the time to explain each step of the process so you never leave with unanswered questions.  Having a professional relationship with Mark is a valuable asset and helps my firm stand apart from others in the financial planning industry.  I continually attend his seminars to gain the knowledge he shares. " Christopher F. Cronin, President - White Mountain Wealth, LLC.

"Mark's advice was literally priceless.  We thought all of our assets were protected because we created a trust many years ago.  Unfortunately -- nothing was in the Trust! It was as if we had done absolutely nothing!  More than that, Mark really helped us to understand the process, the laws, and the benefits available.  We are now part of Mark's client-education program. We just don't want to let go of him!"  -- C & P, Danvers

"We met Mark after our financial planner recommended that we speak to him.  Both my husband and I already had a will, and thought that we were "on top of things".  But after sitting with Mark, and explaining our somewhat-complicated situation to him, it became clear that paying for his advice would be a great investment.  We spoke for another hour, but we were really just waiting to hear the huge price that we expected him to demand, for all that he was providing. Instead, he quoted us about HALF of what I thought he was going to charge.  We also signed up for his client-education program, and are looking forward to watching many more of his seminars over the next several years." R.M

We have a trust that was created a few years ago.  We asked Mark to look it over, which he did for free. To our surprise, Mark returned saying that our Trust was perfect for our goals.  We were both impressed that he didn't try to sell us something else.  He also gave us a list of "trust funding instructions" for free, to help us ensure that all our accounts are properly titled.  We joined Mark's "client education program" so that we can continue to see his seminars, which is how we found him.  We also love that we can call him, anytime, without being charged. We recommend Mark to everyone needing a plan.  C & J - Amesbury