Robert G. Maloney

Attorney

Minneapolis

612.672.3639

rmaloney@messerlikramer.com

Assistant: Heidi Nelson

612-672-3705

Profile

Rob Maloney counsels clients on matters related to estate and gift planning; estate and trust administration; business succession planning; asset protection planning; tax planning, preparation, and compliance; and charitable giving. Rob works closely with individuals, business owners, trustees, personal representatives, and other fiduciaries to achieve their objectives in the most tax-efficient manner.

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, trusts, health care directives, durable 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, generation-skipping transfers, and income taxes—allows him to help clients understand and navigate the tax laws in order to implement tax-efficient plans that meet their goals. Rob works closely with family-owned business owners to develop strategies and implement plans that address ownership, control, management, family dynamics, retention of key employees, and taxes related to their businesses.

Ultimately, Rob believes clients are looking for solutions to their unique situations, not simply an accurate assessment of legal and tax issues. That is why Rob aims to become every client’s “go-to” lawyer. He listens and cares about clients in a way that allows him to see the business, personal, legal, and tax issues from their point of view so that he can think strategically and creatively about how to help clients achieve their goals.  

Representative Experience
  • Reviewed, analyzed, and prepared the documents necessary for basic and complex estate plans for clients, including wills, revocable trusts (including supplemental and special needs trusts), durable powers of attorney, and health care directives.

  • Prepared state and federal estate tax returns.

  • Prepared federal gift tax returns.

  • Prepared state and federal fiduciary income tax returns for estates and trusts.

  • Assisted with the planning and preparation of tax returns for irrevocable trusts, including life insurance trusts, children’s and grandchildren’s trusts, grantor-retained annuity trusts, charitable trusts (including Charitable Remainder Trusts and Charitable Lead Annuity Trusts), and qualified personal residence trusts.

  • Assisted with the representation of family-owned business owners in reviewing, analyzing, and developing business succession plans as well as the preparation of documents necessary to implement such plans.

  • Represented clients in the administration of probate estates.

  • Assisted with estate and gift tax audits.

  • Prepared accountings for simple and complex trusts and estates.

  • Formed Family Limited Partnership and drafted the partnership agreement for a client who inherited a family farm.

  • Assisted with planning for retirement plan assets including reducing income tax costs on the distribution of retirement plan assets and protecting assets with trusts.

Publications & Presentations

Publications

  • Author, “IRS Issues Notice Regarding Estate Closing Letters” – American Bar Association Young Lawyers Division, Real Property, Trust and Estate Law Section, 2018

  • Author, “Recent Developments in Gift and Estate Tax Law” – American Bar Association Young Lawyers Division, Real Property, Trust and Estate Law Section, 2017

  • Author, “Estate Planning Issues for the Young Adult” – Boulay PLLP Blog, 2017

  • Author, “Estate Planning Issues for the Young Adult Preparing for Marriage and the Young Married Couple Without Children” – Boulay PLLP Blog, 2017

  • Co-Author, “The Law Student’s Guide to Preparing and Implementing a Successful Plan for Meaningful Employment” – American Bar Association, 2015

Presentations

  • Contributor, “Tax Issues for Business Owners” and “Survivor’s Guide” – Estate Planning Workshop, 2018

  • Presenter, “Ten Reasons to Plan Your Estate Today” – Estate Planning: When Life Suddenly Changes, 2017

  • Contributor, “Top 11 Estate Planning Mistakes” and “Tips and Traps of Estate Planning” – Your Retirement and Estate Plan: The Road to Reaching Your Goals and a Map for Your Beneficiaries, 2017

Professional & Community

Admissions

  • Minnesota

Associations

  • American Bar Association, Member

  • Minnesota State Bar Association, Member

  • Hennepin County Bar Association, Member

  • American Institute of Certified Public Accountants, Member

  • Minnesota Society of Certified Public Accountants, Member

Community Involvement

  • InSports Foundation, Board Member

  • The Hobey Baker Memorial Award Committee, Member

  • Wills For Herors Foundation, Volunteer Attorney

  • Eastview Youth Hockey Association, Coach

Honors & Distinctions
  • Dean’s Award, University of St. Thomas School of Law
  • Associate and Senior Editor, University of St. Thomas Law Journal
  • Recipient of Scholarly Engagement and Societal Reform Mission Award