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Since 1989, our mission has been to help Rhode Islanders receive the highest level of service and results in Estate, Family and Business law matters. We can help you, too.

Mark A. Sjoberg
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  • Managing Partner, 07/01/1989

Location:

Warwick, RI

Phone:

Fax:

(401) 737-9119

Email:

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Despite Rhode Island's lack of a process for certification of specialization, Mr. Sjoberg has developed a reputation for expertise in the area of estate planning and administration, probate practice and procedure, and estate and trust litigation. By practical necessity, his practice is concentrated on this area of the law with special emphasis on protection of the elderly and disabled, fiduciary negligence and claims on bonds, and litigating complex estate issues.

Mr. Sjoberg is on the qualified lists of the probate, family and superior courts for appointment as independent fiduciary, master, custodian and/or guardian ad litem for those with legal disabilities. He investigates cases of self-neglect, exploitation and financial and physical abuse of the elderly and disabled and has initiated and prosecuted protective proceedings on their behalf at the instigation of families and State protective services. He has prosecuted actions to remove fiduciaries, has recovered embezzled and converted assets and prosecuted claims on fiduciary bonds.

Mr. Sjoberg is actively engaged in disability and medical assistance planning and other aspects of Elder Law. He has represented institutionalized and community spouses in fair hearing before the R.i. Department of Human Services. He has been commissioned in the family court to establish court-created disability trusts for asset protection of divorce litigants who are disabled and under age 65.

He has lectured extensively on estate, trust, probate and planning matters through the National Business Institute, Lorman Education Services, R.I. Association for Justice (formerly R.I, Trial Lawyers Association), R.I. Bar Association Annual Meeting and Continuing Legal Education Committees, and League of City and Town Clerks. His goal is to raise the level of competence of the bar in a rapidly evolving area of practice. He is particularly concerned and offended with publicized cases of misappropriation and fraud resulting in attorney discipline that tarnishes, by association, the reputation and integrity of competent practitioners. He has accepted appointments in the probate and superior courts to conduct forensic audits of such cases and to present findings, through the court, to the Rhode Island Disciplinary Counsel and the Supreme Court.

Anxiety and misinformation are the main obstacles in the public's understanding of the services available from the estate, trust and elder law bar. To remove the mystery and fear in the public, especially among the elderly and disabled, and to improve the public perception of attorneys, Mr. Sjoberg has regularly presented seminars and participated on panel discussions through the sponsorship of the Ask a Lawyer Program, Volunteer Lawyer Program, Council of Churches, Citizens Law School, as well as local church groups, other charitable organizations and nursing and assisted living facilities.

Areas Of Practice

  • Estate Administration
  • Estate Planning
  • Estate Litigation
  • Alternative Dispute Resolution Services
  • Litigation Services
  • Planning Services
  • Independent Fiduciary Services
  • Forensic Audits and Investigation Services

Bar Admissions

  • Rhode Island, 1980
  • U.S. District Court District of Rhode Island, 1981

Education

  • Suffolk University Law School, Boston, Massachusetts
    • Juris Doctor - 06/1980
  • Suffolk University College of Liberal Arts and Sciences, Boston, Massachusetts
    • Bachelor of Arts - 06/1978
    • Honors: summa cum laude
    • Major: History
    • Minor: Accounting

Published Works

  • "Administration of the Estate in Rhode Island", N.B.I., 1989
  • "Rhode Island Probate: Beyond the Basics", N.B.I., 1990
  • "Rhode Island Probate: Beyond the Basics", N.B.I., 1993
  • "Basic Drafting of Wills and Trusts in Rhode Island", N.B.I., 1991
  • "Basic Drafting of Wills and Trusts in Rhode Island", N.B.I., 2007
  • "Estate Planning & Probate in Rhode Island", N.B.I., 1992
  • "A Practical Guide to Estate Administration in Rhode Island", N.B.I., 1993
  • "A Practical Guide to Estate Administration in Rhode Island", N.B.I., 1995
  • "A Practical Guide to Estate Administration in Rhode Island", N.B.I., 2000
  • "Probate Beyond the Basics", N.B.I., 1993
  • "Guardianships, Conservatorships & the Alternative in Rhode Island", N.B.I., 1994
  • "Taking Control of the Planning Process", N.B.I., 1995
  • "A Practical Guide to Estate Administration", N.B.I., 1995
  • "A Practical Guide to Estate Administration", N.B.I., 2002
  • "Rhode Island Elder Law", N.B.I., 1996
  • "Advanced Estate Planning", N.B.I., 1996
  • "Advanced Estate Planning", N.B.I., 1998
  • "Basic Probate Procedures and Practices in Rhode Island", N.B.I., 1997
  • "Basic Probate Procedures and Practices in Rhode Island", N.B.I., 1999
  • "Advanced Estate Planning Techniques in Rhode Island", N.B.I., 1997
  • "Effective Estate Planning", N.B.I., 1998
  • "Effective Estate Planning", N.B.I., 2002
  • "Probate Process from Start to Finish", N.B.I., 2000
  • "Probate Process from Start to Finish", N.B.I., 2001
  • "Probate Process from Start to Finish", N.B.I., 2003
  • "Probate Process from Start to Finish", N.B.I., 2004
  • "Probate Process from Start to Finish", N.B.I., 2007
  • "Key Issues When Working with Elderly or Disabled Client", N.B.I., 2004

Classes/Seminars

  • Adjunct Faculty, "Wills, Trusts and Estates", Roger Williams Law School, 2001
  • Lecturer, "Basic Probate Practice & Procedure", R.I. Bar Association Annual Meeting, 1995 to 1995
  • Lecturer, "Report on Current Developments in Probate Practice", R.I. Bar Association Annual Meeting, Annually, 1996
  • Lecturer, "Presentation of Omnibus Probate Reform Act", Conference of R.I. Probate Judges & Clerks, 1996 to 1996
  • Lecturer, "Litigation Issues in Probate", R.I. Bar Association Annual Meeting, 1997 to 1997
  • Lecturer, "Estate and Trust Practice", R.I. Bar Association Clerkship Program
  • Lecturer, "War Over Joint Bank Accounts", R.I. Bar Association Annual Meeting, 1998 to 1998
  • Lecturer, "Jurisdictional Battle: Superior Court v. Probate Court", R.I. Bar Association Annual Meeting, 1998 to 1998
  • Lecturer, "Medical Assistance Forum", R.I. Bar Association Annual Meeting, 1999 to 1999
  • Lecturer, "Discovery in Probate Proceedings", CLE Program to R.I. Bar Association Membership, 1999 to 1999
  • Lecturer, Planned Giving Council of Rhode Island, 2001 to 2001
  • Lecturer, "Innovations in Guardianship Practice & Procedure", Alliance for Better Long Term Care, 2001 to 2001
  • Lecturer, "Mental Capacity: Proving Your Case", CLE Program to R.I. Bar Association Membership, 2001 to 2001
  • Lecturer, "Family Limited Partnerships", CLE, Program to R.I. Bar Association Membership, 2002 to 2002
  • Lecturer, "Conference on Aging", R.I. Department of Elderly Affairs, 2002 to 2002
  • Lecturer, "Probate Law for Real Estate Professionals", CATIC, 2002 to 2002
  • Lecturer, "Probate Law for Real Estate Professionals", CATIC, 2003 to 2003
  • Lecturer, "Probate Practice and Procedure", R.I. City & Town Clerks Association, 2005 to 2005
  • Lecturer, "Probate Practice and Procedure", R.I. City & Town Clerks Association, 2006 to 2006
  • Lecturer, "Guardianships for Adults", CLE Program to R.I. Bar Association Membership, 2005 to 2005
  • Lecturer, "Issues in Contested Guardianship Cases", CLE Program to R.I. Bar Association Membership, 2007 to 2007
  • Lecturer, "The Role of the Physician and Attorney in Guardianship Process", 2007 to 2007
  • Lecturer, "Probate Court and Appeal Practice: Traps for the Unwary", CLE Program to R.I. Bar Association Membership, 2007 to 2007
  • Lecturer, "Accounting for Estates and Trusts", Lorman Seminar, 2008 to 2008
  • Lecturer, "Resolving Estate, Will and Trust Contents", NBI Seminar, 2009 to 2009

Honors and Awards

  • Rated "AV" by Martindale-Hubbell
  • 1st Recipient of State Ombudsman's Justice Award, 2002
  • State Ombudsman's Justice Awards presented in his name annually since, 2002
  • Fellow, American College of Trust and Estate Counsel
  • Top Lawyers - Estate Planning, Rhode Island Monthly Magazine, 2003
  • Top Lawyers - Estate & Trust Litigation, Rhode Island Monthly Magazine, 2007
  • New England Super Lawyers - Rhode Island - Trust & Estate Litigation, 2007

Professional Associations and Memberships

  • Rhode Island Bar Association, Delegate, House of Delegates, 1994 to 1995
  • Rhode Island Bar Association, Delegate, House of Delegates, 1998 to 2002
  • Rhode Island Bar Association, Member, Probate and Trust Committee, 1982
  • Rhode Island Bar Association, Member, Annual Meeting Committee, 1994 to 2004
  • Rhode Island Bar Association, Member, Continuing Legal Education Committee, 1995 to 2003
  • Rhode Island Bar Association, Chair, Continuing Legal Education Committee, 1999 to 2003
  • American College of Trust and Estate Counsel (ACTEC), Fellow, 2000
  • American Bar Association, Section of Real Property, Probate and Trust Law, Member, 1982
  • Rhode Island Association for Justice (formerly R.I. Trial Lawyers Association), Member, 1987
  • National Academy of Elder Law Attorneys, Member
  • R.I. General Assembly, House Commission to Study the Modernization of Probate Laws, R.I. Gen. Laws, Commissioner, 1996 to 2000
  • R.I. General Assembly, Legislative Commission to Study the Feasibility of Modernizing Probate Law and Procedure, R.I. Gen. Laws, Commissioner, Secretary, 2000

Past Employment Positions

  • Rhode Island Secretary of State, Chief Legal Counsel, 1993 to 1994
  • Lovett Schefrin Gallogly & Harnett, Ltd., Associate, 10/1980 to 06/1989
  • Roger Williams University School of Law, Adjunct Faculty (Wills, Trusts & Estates), 2001

Meet the Team

Partner Paul J. Votta Jr’s focus is on family law (including divorce), business and tax law.
Learn more about Mr. Votta’s credentials here.

Managing Partner Mark A. Sjoberg has earned a reputation in the field of estate law that few others can match. Learn more about Mr. Sjoberg’s experience now.

William J. Stanton focuses his practice on Estate and Guardianship Administration, Elder Law, Medicaid Planning, Family Law, and Litigation and Appeals.

Request an appointment with one of our experienced lawyers today.

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