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Brian Michael Malloy
also known as Brian M. Malloy, Brian Malloy
About Brian
Biography
Over the course of his career, Mr. Malloy has developed a well-rounded breadth of experience in trusts and estates, corporate and real estate transactions, and general business matters.
He counsels families, successful individuals, fiduciaries, and entrepreneurs in all areas of estate planning, wealth management, and asset protection. For over 19 years his practice has focused on sophisticated family wealth and transfer tax planning, family services, asset protection, complex trust and probate administrations, business succession planning, fiduciary representation, charitable planned giving, and nonprofit tax-exempt organizations representation.
Mr. Malloy also advises private and public companies with respect to entity formation, mergers and acquisitions, private capital, financial transactions, real estate matters, and commercial transactions in general and has been able to provide his clients with valuable and practical legal advice based on his experiences serving as outside general counsel for many companies as well as in-house corporate counsel.
He has also been actively involved in most asset classes of real estate throughout his career, including retail, office, industrial, multi-family, residential, and mixed use, and has creatively negotiated a wide variety of partnership, operating and related agreements.
Mr. Malloy previously served as in-house corporate counsel for a public company and was a partner at an Am Law 100 law firm and co-chair of its Wealth Management, Probate, and Asset Protection practice group.
Mr. Malloy received his Juris Doctor from California Western School of Law and his Bachelor of Science in Business Administration in Accounting and Finance from the University of Arizona where he was a scholarship athlete and four-year letter winner in track and field.
Practice Areas
3
Practice Areas
Fees and Rates
Cost
Payment Methods
- Cash
- Check
- Credit Card
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Chat withLicenses
Licensed in Wyoming for 1 year
State: Wyoming
Acquired: 2025
No misconduct found
Licensed in Texas for 3 years
State: Texas
Acquired: 2022
No misconduct found
Licensed in California for 21 years
State: California
Acquired: 2004
No misconduct found
Location
Malloy Legal
303 A Street, Suite 400, San Diego, CA, 92101
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Brian Michael Malloy's Reviews
Avvo Review Score
6 Client Reviews
Filter Avvo Reviews (6)
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Practice Areas
Showing 1 - 5 of 5 reviews | Practice Area Knowledge
Posted by Timothy | February 19, 2021 | Hired Attorney | Estate Planning
Competent, Professional, Friendly, and Easy to Work With!
I had a great experience with RJS as a firm, and Brian Malloy as the attorney who took care of our trust. Brian is professional, personable, and helpful. He responds to e mails quickly, is very easy to communicate with, and is extremely knowledgeable regarding the law. I recommend Brian personally ba...
Posted by anonymous | April 24, 2020 | Hired Attorney | Trusts
Trust/Estate/Rea Estate attorney and our taxes.
Brian was incredibly responsive from my first phone call. We found him to be very smart and his intensive knowledge of trust estate, probate and our real estate needs were incredible. Everyone wants a trusted adviser that you can trust completely with your legal needs whether it is related to tax, t...
Posted by ALFRED | September 04, 2012 | Estate Planning
Very knowledgeable lawyer
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 af...
Posted by ROSI | August 28, 2012 | Trusts
BRIAN MALLOY TRUST ATTNY
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...
Posted by Charlotte | August 21, 2012 | Trusts
We recommend Brian for wills and trusts
My husband and I hired Brian to set up our trust. He was extremely helpful in answering all of our questions and was very professional and he put our concerns at ease. We definitely recommend him and we already have recommended him to our friends and family.
Brian Michael Malloy's Lawyer Endorsements
"I heartily endorse Brian. We were opposing counsel on a contested trust matter and Brian was an excellent advocate for his client. He is knowledgeable and accomplished in his field of practice, but he is also a consummate professional, reasonable to work with and easily approachable when we were trying to resolve the issues at hand. We have stayed in touch over the years and I have referred other folks to him because I know they will be well-represented. I hope to work with him again."
"Brian takes time and care in crafting and executing estate plans for his clients to fit their individualized needs in a tax efficient manner."
"Brian Malloy is an experienced professional who truly cares for his clients. His knowledge of estate planning, probate matters, and business law is second to none."
"I endorse this lawyer. An extremely talented and well respected attorney in the legal community."
"This attorney works very hard for the clients and keeps up with the law by attending legal seminars to assist them in this regard. I endorse this attorney."
"I have had the benefit of working with Brian and have gotten to know him for more than a decade. He is hard working and motivated and a great lawyer. I recommend his services!"
"I endorse this lawyer."
"I endorse this lawyer. I have known Mr. Malloy for many years and find him to be a knowledgeable and friendly attorney. I would recommend speaking to Mr. Malloy for your legal needs."
"I endorse this lawyer. Brian and I practice in the same areas of law, so I frequently have an opportunity to see his responses to Avvo questions. I also note that lawyers tend to agree with almost every one of Brian's answers. This is a reflection of his expertise in the these areas of law and his willingness to share his knowledge with the Avvo community. I would not hesitate to recommend Brian to friends or colleagues needing estate planning or probate services in the San Diego area. James Frederick"
"I've known Brian for a few years and impressed with his professionalism and legal knowledge. He is very approachable and friendly and a respected member of our legal community."
"I endorse this lawyer. Mr. Malloy is a friend and colleague with whom I attended law school and as a close friend I of course hold him in very high esteem. Further, my wife and I retained Brian Malloy to help us with estate planning when we had our first son and we were very impressed with his services. We especially respected that he would promptly respond to any questions we had and would take the time for explain anything we were unclear about. He continues to check in with us regarding our estate planning and reminds us to do things like changing title to the trust of any newly acquired assets and then he helps us accomplish those tasks."
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Experience
Honors
2020
40 Under 40, San Diego Metro Magazine
2003
Dean's List, California Western School of Law
2002
American Jurisprudence Award, California Western School of Law
2002
Dean's List, California Western School of Law
1999
Academic All American, NCAA
1999
Dean's List with Distinction, University of Arizona
1999
Mary Roby Academic Achievement Award, University of Arizona
1998
Academic All American, NCAA
1998
Dean's List with Distinction, University of Arizona
1998
Mary Roby Academic Achievement Award, University of Arizona
1997
Academic All American, NCAA
1997
Dean's List with Distinction, University of Arizona
1997
Mary Roby Academic Achievement Award, University of Arizona
1996
Dean's List with Distinction, University of Arizona
1996
Mary Roby Academic Achievement Award, University of Arizona
1995
Mary Roby Academic Achievement Award, University of Arizona
Work Experience
2020 - Present
President, Malloy Legal PC
2019 - Present
Of Counsel, RJS LAW
2018 - 2019
President, Malloy Law Group
2017 - 2018
Corporate Counsel, MDC Holdings, Inc.
2013 - 2017
Partner, Gordon Rees Scully Mansukhani LLP
Associations
2020 - Present
San Diego Honorary Deputy Sheriff's AssociationHonorary Captain
2012 - Present
Partnership for Philanthropic PlanningMember
2012 - Present
Planned Giving Roundtable of San DiegoMember
2012 - Present
Probate Attorneys of San DiegoMember
2011 - Present
Rady Children's Hospital Foundation Trusts & Estates Executive CommitteeExecutive Committee
2010 - Present
Estate Planning Council of San DiegoMember
2004 - Present
San Diego County Bar AssociationMember
2004 - Present
San Diego North County Bar AssociationMember
2004 - Present
California Lawyers AssociationReal Property Section
2004 - Present
California Lawyers AssociationBusiness Section
2004 - Present
California Lawyers AssociationTrusts and Estates Section
Sample of Legal Cases
Entity Formation
Business is extremely successful
Conservatorship
Conservatorship terminated
Estate Planning
Saved beneficiaries millions in potential federal estate taxes
Education
2003
California Western School of Law
JD - Juris Doctor
1999
University of Arizona
BSBA - Accounting & Finance
Speaking Engagements
2023
8th Annual USD School of Law-RJS LAW Tax Controversy Institute
Practical and Realistic Solutions in Trust, Estate Planning & Tax Matters
2022
7th Annual USD School of Law-RJS LAW Tax Controversy Institute
Death and Taxes - The Inevitable
2021
"Ask The Experts" Virtual Town Hall - Understanding How Prop 19 May Impact Your Family's Property, Estate, and Inheritance
California Proposition 19
2020
Q&A with the Lawyer Referral and Information Service of the San Diego County Bar Association
Real Estate - COVID-19
2019
Antonyan Miranda CLE
CLE - Tax Law Effects on Support & Division of Property
2017
Numerous Events
Real Estate
2017
Numerous Events
Business Transactions
2017
Numerous Events
Estate Planning
2012
Small Business Workshop
CLE - Business Formation Primer – Getting Started In Your New Business
Publications
2020
rjslawfirm.com
Does Your Contract Have The Coronavirus
2020
rjslawfirm.com
Estate Planning For COVID-19
2020
rjslawfirm.com
Is Hoarding Considered Estate Planning In Light Of COVID-19
2020
rjslawfirm.com
Guardianships and Advance Health Care Directives
2020
www.rjslawfirm.com
The Impact of Riots and Looting on Small Business
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
Septic issues and possible habitability issues?
12 May 2020
Q&A
How long to receive a tax clearance letter from IRS & FTB for irrevocable Trust in Calif so that final distribution can be made?
07 May 2020
Q&A
How do I ensure that my PPP loan or EIDL Advance during COVID19 will be forgiven?
01 May 2020