Mr. Malin is a member of the wealth strategies practice area. He practices in the areas of estate planning, business succession planning, probate, taxation and general business law. Mr. Malin is an Adjunct Professor at the Washington University School of Law in the Master's of Taxation Program where he teaches a class in business succession planning.
Mr. Malin is a frequent lecturer and speaker on estate planning, business succession planning and tax issues for various organizations including The Missouri Bar, the Bar Association of Metropolitan St. Louis, the University of Missouri-Kansas City, the Chicago Bar Association and The National Business Institute. He has authored articles for such publications as Estate Planning, the Journal of Taxation, the St. Louis Bar Journal, Probate & Property, and Practical Tax Strategies.
Representative experience:
- Handled estate tax audit for estate with assets in excess of $60 million. Audit related to valuation of several closely held business interests. Obtained favorable results with minimal estate tax objections which were completely offset by income tax benefits.
- Worked with family business owners for orderly transition of ownership to second generation while minimizing estate and gift tax. Also restructured the business to change the tax status to subchapter S corporation and reduce the potential income tax liability to the family. A subsidiary corporation was established to segregate the potential liability of the operating business and the real estate ownership.
- Worked with nine family members, all of whom were involved in the business, to structure a Buy-Sell Agreement to the satisfaction of all owners. Buy-Sell Agreement addressed transition of business ownership and buyout of owners to insure orderly succession of the business.
- Worked with wealthy individual to substantially reduce estate taxes by creating three separate partnerships, Grantor Retained Annuity Trusts, an installment sale of partnership interests to a grantor trust and split interest purchase of a residence, along with life insurance planning.
