Brian Michael Malloy

Brian Michael Malloy's Legal Cases (3)

San Diego, CA

Estate planning Lawyer at San Diego, CA

Practice Areas: Estate Planning, Business, Real Estate

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Business

Entity Formation

Jul 02, 2012

OUTCOME: Business is extremely successful

Assisted client in selecting the proper entity choice for client's business. Drafted all pertinent formation documents and maintain corporate and legal compliance

Elder law

Conservatorship

Sep 15, 2011

OUTCOME: Conservatorship terminated

Client was placed under a conservatorship by family after client was scammed for hundreds of thousands of dollars. Client did not lack mental capacity, but rather was a victim of a scam that could hav ... e happened to anyone.

Estate planning

Estate Planning

Sep 21, 2010

OUTCOME: Saved beneficiaries millions in potential federal estate taxes

Affluent family and small business owner. Assisted in drafting fully integrated estate plan and business succession plan.

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