Mr. Malin is the partner in charge of the St. Louis office and a member of the wealth strategies practice area. His practice focuses on succession planning, estate planning and administration, taxation, charitable planning, and general business law for individuals, privately held businesses and families. Within those practice areas, Mr. Malin counsels clients on the preservation and transfer of wealth in a tax-efficient manner and advises business owners in the transition of ownership, management and control of private businesses.
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 Closely Held Business and Succession Planning. He is a frequent lecturer and speaker on succession planning, estate planning and tax issues for various organizations including The Missouri Bar, the Bar Association of Metropolitan St. Louis, and the University of Missouri – Kansas City. 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, and has been interviewed about business succession planning strategies for closely held businesses and general business law for the St. Louis Business Journal and St. Louis Post-Dispatch.
- 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 sub chapter S corporation and reduce the potential income tax liability to the family.
- Worked with multiple family members of three generations, many of whom were involved in the business, to structure a transaction and Buy-Sell Agreement to the satisfaction of all owners. The terms of the Buy-Sell Agreement addressed the transition of business management and ownership to insure orderly succession of the business.
- Worked with wealthy individual to substantially reduce estate taxes by creating various partnerships, Grantor Retained Annuity Trusts, installment sale of assets to a grantor trust and split interest purchase of a residence, along with life insurance planning.
- Handled estate tax audit for estate with significant assets. Audit related to valuation of several closely held business interests, which included the sale of interests to a gratuity trust and the directed valuation of the promissory note.