Mark Dahle
Of Counsel
Charlotte Office
Practice Areas
- Probate
- Estate planning
- Medicaid Planning
Biography
Mark attended the University of South Carolina and earned a Bachelor of Science in Business Administration with a double-major in Finance and Management (now HR). Mark was then conferred the Juris Doctorate degree from USC (with a focus on business and tax courses). He clerked for Adams, Quackenbush, Herring, and Stuart in downtown Columbia, S. C. during and after law school.
As a clerk, Mark drafted a successful IRS Private Letter Ruling (PLR) request on behalf of the State of South Carolina while still in law school for a complex tax-saving Sale-Leaseback transaction. It was signed by the Governor, published by the IRS, and saved the state hundreds of thousands of dollars in office space leased within a historic downtown structure in Columbia, SC. He also drafted dozens of trusts and estate plans and processed 1031 real estate transactions and bond issuances for first mortgage bundled for sale on Wall Street while clerking.
Mark’s practice includes wills, trusts (revocable and irrevocable), probate, probate-avoidance, business and tax law. His passion is asset protection, so his work emphasizes sophisticated tax and asset protection processes, avoiding nursing home expenses by Medicaid planning, and family legacy building.
Mark and his wife raised 5 children and are enormously proud of each of them and the 11 grandchildren. Mark’s interests: Veteran housing, tax reduction strategies, classical music, and travel, particularly in Scandinavia.
- University of South Carolina (Columbia) School of Business, Bachelor of Science in Business Administration, double major: Finance and Management (HR) 1978
- University of South Carolina Joseph F. Rice School of Law, (Columbia), Juris Doctor (JD) 1985 (2 years-received Strom Thurmond Academic Scholarship)
- Current:
- 1986: South Carolina Bar
- Prior:
- 1987-1996: Federal Court South Carolina
- 1986-2000: U. S. Tax Court
- 1986-2011: Florida Bar
- 1988-2011: Federal Court for the Middle District of Florida
- 1995-2005: International Bar Association
- Currently applying for: U. S. District of Columbia, North Carolina
- Current:
- 2009-to present: National Academy of Elder Law Attorneys
- 2004-to present: National Network of Estate Planning Attorneys
- Prior:
- 1979-2001: S. C. General Contractor's License (Unlimited Classification
- 1988-1991: S. C. Bar, Florida Bar, Kiwanis Club
- 1992-2008: Rotary Club
- 40 years, primarily in private practice,
- 25+ years in SC and FL with own firm, Law Offices of Mark F. Dahle, P. A.,
- 5 years employed as an attorney with the Small Business Administration in Federal Service,
- Appointed to investigate and report fraud and abuse on the elderly by Polk and Hardee Counties (Florida) - Judicial Appointment
- Practice Emphasis: Wills, Trusts, Probate, Federal Tax Law, Medicaid Law, Individual, Family & Business Wealth Growth, Asset Protection, Protection Against High Nursing Home Costs
- Appointed to and active in preparing wills and Federal income tax returns for indigent and low- income individuals and couples
- 1996-2002: Served on Advisory Board of Florida District 13 Health and Human Services (Florida) for selecting contractors for Human Services
- 1973-1975: Full-time missionary in Norway
- 1974: Assistant to Mission President
- Academic Scholarship in Law School
- 1982-1984: Appointed to Federal Fraud Investigation and Complex Review Team for SBA (for suspected fraud cases during COVID-19)
- Native Language:
- English
- Near native fluency:
- Norwegian
- Functional capacity:
- Swedish
- Danish
- German
- His last name is Norwegian, and he spent two years living in Norway as a self-funded Christian missionary after his first year of college. He still speaks fluent Norwegian and can also communicate in Swedish and Danish!