Overview

Mark Swirbalus represents individuals, families, charitable organizations and financial institutions in high-stakes trust and estate disputes, guiding clients to resolution of deeply personal, often "once-in-a-lifetime" matters through settlement or trial – and helping them avoid litigation altogether when possible. As East Coast Chair of Holland & Knight's Private Wealth Services Dispute Resolution Team, Mark handles probate and fiduciary litigation in Massachusetts, New York and other jurisdictions across the country. Many of his cases are multijurisdictional.

Mark is among a small group of lawyers nationwide who devote their practice entirely to trust and estate disputes, a nuanced area of the law. Acting as lead counsel for beneficiaries, trustees, executors, administrators and personal representatives, he handles trust and will contests involving allegations of undue influence, incompetency and fraud; interference with inheritance actions; breach of fiduciary duty, prudent investment and removal actions; and contested accountings. His work also spans trust reformation, modification, interpretation and decanting; property, family limited partnership, family business and trust-held limited liability company (LLC) disputes; and reasonable deviation and cy pres matters.

Because these disputes can be stressful and disruptive, he is sensitive to the personal nature of each matter and works to enable clients to continue their daily lives. Mark often serves as a sounding board on a wide range of issues for individuals and future generations of their families.

Clients and peers recognize Mark's approach. Chambers High Net Worth sources describe him as "the best fiduciary litigator in the country" and "Boston's preeminent probate litigator," noting that he "keeps the focus on what is important." Chambers USA sources call him "very strategic" and "very sensitive and understanding of family dynamics."

Mark has been a frequent lecturer for organizations, including the American College of Trust and Estate Counsel (ACTEC), American Law Institute and Boston College Law School. Before joining the Firm, he co-chaired the litigation department of a national law firm for nearly a decade. That trial-tested leadership, paired with a measured understanding of family dynamics, helps clients resolve contentious fiduciary disputes while protecting what matters most to them.

Representative Experience

  • Represented a beneficiary in multijurisdictional litigation to enforce the beneficiary's rights in family trusts that own interests in a number of international companies and high-profile franchises; successfully achieved a negotiated resolution
  • Represented trustees in a removal action based on alleged breaches of fiduciary duty and self-dealing in connection with the creation of a conservation easement and transfers of thousands of acres of Wyoming land among multiple family trusts; prevailed at trial and awarded legal fees and costs; judgment affirmed on appeal
  • Represented a charity in an action relating to diversion of the founder's assets and end-of-life changes to the founder's estate plan, asserting claims for lack of testamentary capacity, undue influence and interference with expectancy; successfully achieved a negotiated resolution
  • Represented a widow in defense of a death-bed conveyance by which her late husband deeded ownership of an historic horse farm to her; prevailed at trial; judgment affirmed on appeal
  • Represented a prominent social services charity in an action to enforce the charity's rights with respect to free healthcare under a century-old charitable bequest; successfully achieved a negotiated resolution
  • Represented trustees in action to enforce the no-contest or in terrorem clause of a trust embroiled in litigation; prevailed on summary judgment, which was affirmed on appeal
  • Represented a family-member executor accused of unduly influencing the family's matriarch to gain control of her estate and the family business; prevailed on summary judgment and awarded legal fees and costs
  • Represented a beneficiary in asserting claims against a trustee for diversion of cross-border assets and self-dealing, and to enforce a subsequent settlement agreement; claims involved issues of U.S. law and Indian law; prevailed on summary judgment, which was affirmed on appeal with an award of legal fees and costs

Credentials

Education
  • Boston College Law School, J.D.
  • Dartmouth College, B.A.
Bar Admissions/Licenses
  • Massachusetts
  • New Hampshire
Court Admissions
  • All Federal Courts in Massachusetts
  • All Federal Courts in New Hampshire
  • All State Courts in Massachusetts
  • All State Courts in New Hampshire
  • All State Courts in New York
Memberships
  • American College of Trust and Estate Counsel (ACTEC), Fiduciary Administration Committee, 2025; Fellow, Fiduciary Litigation Committee, 2012-Present
  • Cambridge Forums, Forum on Private Wealth Litigation, 2021-Present; Steering Committee, 2023-Present
  • Boston Bar Association, Trusts & Estates Section, Public Policy Committee, 2012-2013; Trusts & Estates Section, Fiduciary Litigation Committee, Co-Chair, 2010-2012
  • Boston Probate and Estate Planning Forum, Treasurer, 2013-Present; Moderator, 2012-2013; Program Chair, 2011-2012; Steering Committee, 2011-Present
  • Massachusetts Bar Association, Probate Law Practice Group, Probate Law Section Council, 2009-2010
  • Greater Boston Fiduciary Law American Inn of Court, Co-Founder, 2016; President, 2016-2018
  • New Hampshire Bar Association
  • Dartmouth Lawyers Association
Honors & Awards
  • The Best Lawyers in America guide, Boston Litigation – Trust & Estates Lawyer of the Year, 2027
  • The Best Lawyers in America guide, Litigation – Trust & Estates, 2023-2027
  • Chambers High Net Worth guide, Private Wealth Disputes: Massachusetts, 2016-2026
  • Massachusetts Super Lawyers magazine, Estate and Trust Litigation, 2009-2026; Top 100 Attorney, 2016
  • Boston Magazine, Top Lawyer, Trust & Estates, 2022
  • Chambers USA – America's Leading Lawyers for Business guide, Leading Litigator, 2010-2013
  • Martindale-Hubbell AV Preeminent Peer Review Rated

Publications

News