Matthew J. Madsen
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Member
Estate Planning & Probate, Tax-Exempt Organizations, Closely Held Businesses, Partnerships & Joint Ventures
Matthew J. Madsen’s practice includes representing affluent private clients on complex estate and wealth transfer planning matters; estate and trust administration and litigation; audits of gift and estate tax returns; and successfully navigating the complexities attendant to their wealth planning. He devotes a portion of his practice to advising his private clients on their charitable giving strategies, from simple but effective uses of charitable dollars, to more sophisticated vehicles such as charitable lead trusts, supporting organizations, and foundations.
Mr. Madsen’s practice also includes counseling owners of closely held businesses on business succession planning and other company matters. He similarly advises tax-exempt organizations on charitable matters usually relating to their formation, operation, and compliance with myriad tax laws as the organizations design strategies for receiving and using assets for charitable purposes.
Publishing several articles on estate and charitable planning, Mr. Madsen is a frequent speaker on these issues. He is AV® Preeminent™ Peer Review Rated by Martindale-Hubbell, was selected by his peers for inclusion in The Best Lawyers in America® 2008-2013 and Missouri & Kansas Super Lawyers® 2011, and St. Louis Business Journal named him among the“40 Under 40” Class of 2008. He is active in the charitable community on a pro-bono basis.
Education
- Stanford University Law School - J.D., 1998
- University of Iowa - B.B.A., Finance, 1991
Professional Affiliations
- Fellow, American College of Trust and Estate Counsel (ACTEC)
- American Bar Association, Real Property Section, Probate and Trust Law Section
- The Bar Association of Metropolitan St. Louis
- Estate Planning Council of Saint Louis
Selected Publications & Presentations
- Co-author (with Michael D. Mulligan), Chapter 7, The Federal Gift Tax System, The ABA Practical Guide to Estate Planning (2011)
- Speaker, Tax Apportionment Issues - Tales from the Front Line, Estate Planning Internship Program - University of Missouri at Kansas City, St. Louis, MO (October 22, 2010)
- Speaker, The Early Termination of Charitable Remainder Trusts, sponsored by Saint Louis Community Foundation, St. Louis, MO (September 13 and October 10, 2007)
- Speaker, The Future Contributions Partnership Strategy, The International Forum, Las Vegas, NV (January 15, 2007)
- Speaker, Update on Charitable Lead Trusts, Grantor Trusts, and Missouri Uniform Trust Code, Missouri Society of CPAs, St. Louis chapter, Tax Committee (May 18, 2006)
- Speaker, Grantor Trusts, Bar Association of Metropolitan St. Louis, 17th Annual Estate Planning Institute, St. Louis, MO (April 22, 2006)
- Speaker, Strategies for Funding Large Premium Cases, Ash Brokerage fall summit, Naples, FL (March 10, 2006)
- Speaker, One Year Later: Drafting Issues Under the Missouri Uniform Trust Code, Missouri Bar Association Annual Trust and Estate Institute, St. Louis, MO (October 28, 2005)
- Speaker, Advanced Estate Planning Strategies for Life Insurance, Ash Brokerage fall summit, Las Vegas, NV (September 9, 2005)
- Speaker, Drafting Issues Under the Missouri Uniform Trust Code, University of Missouri at Columbia School of Law, Fratcher Estate and Trust Symposium (May 6, 2005)
- Speaker, Building and Sustaining a Philanthropic Legacy, Bank of America's Symposium on Charitable Giving (May 2, 2005)
- Speaker, Using Some of the Best Gift and Estate Planning Techniques to Finance Premiums, Ash Brokerage spring summit, Bonita Springs, FL (March 31, 2005)
- Speaker, Improving Board Financial Oversight, UMB Bank's Educational Seminar for Non-Profits (January 26 and February 9, 2005)
- Author, Obtaining A Better Benefit By Using A Grantor Charitable Lead Trust, 31 Estate Planning No. 12, at 579 (December 2004)
- Speaker, Three Planning Ideas for Charitable Lead Trusts, 11th Annual Estate Planning Internship Program of University of Missouri at Kansas City (September 10, 2004)
- Speaker, Sophisticated Uses of Charitable Lead Trusts, Red Cross Seminar, Clayton, MO (April 21, 2004)
- Author, The Note CLAT: Funding a Charitable Lead Annuity Trust with a Note Can Accelerate the Transfer of Wealth to the Next Generation, 30 Estate Planning No. 10, at 495 (October 2003)
- Speaker, Split-Dollar Update: Notice 2002-8 and the Proposed Regulations, Estate Planning Symposium, Springfield, MO (October 24, 2002); fall meeting of Insurance Producer Group, Dallas, TX (October 7, 2002)
- Speaker, Estate Planning in Missouri, Lorman Education Services, St. Louis, MO (March 6, 2001)
- Author, Converting Stock Options to Other Employee Benefits, Journal of Financial Service Professionals (March 2000)
Charitable / Civic Activities
- Planned Giving Council, Variety - The Children's Charity of St. Louis (2008-present)
- Planned Giving Advisory Council, American Red Cross, St. Louis Area Chapter (2004-2008)
- St. Louis Social Venture Partners (2003)
- Development Committee, City Academy (2000-2002)
- Saint Louis Community Foundation
- Gift Planning Council, Cardinal Glennon Children's Hospital
Distinctions
- St. Louis Business Journal’s “40 Under 40” Class of 2008
- Who's Who in America (2008)
- Worth Magazine’s “The Top 100 Attorneys” (December 2006 issue)
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