Rob Maloney counsels clients on matters related to estate and gift planning; estate and trust administration; charitable giving; business succession planning; corporate governance; mergers and acquisitions; and general counsel services.
Rob works closely with individuals, business owners, trustees, personal representatives, and other fiduciaries to achieve their personal and business objectives. Rob’s clients are diverse in complexity from young couples with few assets who need basic planning, to those with significant assets with wealth transfer considerations requiring more complex planning. He advises clients on a full range of estate planning matters, including the preparation of wills, various types of trusts, health care directives, powers of attorney, and related estate-planning documents. Rob’s unique experience working in a public accounting firm—where he specialized in tax issues related to trusts, estates, gifts, and generation-skipping transfers—allows him to help clients understand and navigate the tax laws in order to implement tax-efficient plans that meet their goals.
Rob also works closely with family-owned business owners to develop business succession plans that address ownership, control, management, family dynamics, employment and retention of key employees, and taxes related to their businesses. He counsels clients on other issues related to their business such as organizational and corporate governance matters as well as the merger, acquisition, or sale of their business.