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|Award name||Grantor||Date granted|
|American Jurisprudence Award - Comm. Real Estate Trans.||California Western School of Law||2002|
|Attorney||Stutz Artiano Shinoff & Holtz Apc||2012 - Present|
|Principal||Brian M. Malloy & Associates, APC||2008 - 2012|
|Association name||Position name||Duration|
|South West Inns of Court||Barrister||2012 - Present|
|Partnership for Philanthropic Planning||Member||2012 - Present|
|Planned Giving Roundtable of San Diego||Member||2012 - Present|
|Orange County Bar Association||Member||2012 - Present|
|Probate Attorneys of San Diego||Member||2012 - Present|
|Riverside County Bar Association||Member||2012 - Present|
|Rady Children's Hospital Foundation Trusts & Estates Executive Committee||Member||2011 - Present|
|Estate Planning Council of San Diego||Member||2010 - Present|
|San Diego North County Bar Association||Member||2004 - Present|
|Oliver Wendell Holmes, Jr. Inns of Court||Member||2004 - Present|
|State Bar of California||Trusts & Estates Section||2004 - Present|
|State Bar of California||Taxation Section||2004 - Present|
|San Diego County Bar Association||Member||2004 - Present|
|Entity Formation||Business is extremely successful|
|Estate Planning||Saved beneficiaries millions in potential federal estate taxes|
|See all legal cases|
|California Western SOL||N/A||law||N/A|
|Univ of Arizona||Accounting, finance||undergraduate||N/A|
|Small Business Workshop||Business Formation Primer – Getting Started In Your New Business||2012|
Posted by Angela Hanz
Mr. Malloy prepared a complete trust package for me, including a will and advance health care directive. I chose him because he was recommended both by colleagues and clients. I found him very easy and comfortable to work with. I was very satisfied with the work that he did.
He even makes housecalls for her elderly clients who find travel to his office difficult. Mr. Malloy works very well with clients, who due to their age or condition, are sometimes difficult (and crochety). He is very patient, answers all questions completely and returns calls very quickly. I have been very pleased with his help for my parents and my husband.
I recommend him with no reservations.
Posted by ALFRED
Brian Malloy is very knowledgeable about estate planning and how to avoid paying unnecessary taxes. In our initial interview, he asked specific questions that helped make our decisions much easier. I feel we could have communicated personally with him at any time. He dosent just forget his clients after the initial work is done either. He kepps in touch with us via emails and letters. He also has set up follow-on sessions whereby we can stay abreast of other related topics.
Posted by ROSI
BRIAN CREATED MY REVOCABLE TRUST & GUIDED ME THRU ALL
THE NECESSARY DETAILS THRU COMPLETION. HE TOOK THE TIME TO MAKE SURE EVERY DETAIL WAS CORRECT & THAT I UNDERSTOOD ALL THE DOCUMENTATION - THEN PRESENTED
MY TRUST IN A TIMELY MANNER. HE IS ARTICULATE, THOROUGH
KNOWLEDGEABLE, ACCURATE & CARING.