Menu
Search

Matthew J. Madsen

HomeMatthew J. Madsen
carroll
Partner

Matthew J. Madsen

Matthew J. Madsen’s practice includes the representation of affluent private clients in the structure and implementation of complex estate and wealth transfer planning strategies, estate and trust administration and litigation, and audits of gift and estate tax returns.  Mr. Madsen advises private clients on their charitable giving strategies, ranging from charitable pledge agreements, donor-advised funds, supporting organizations to private foundations. Mr. Madsen similarly advises tax-exempt organizations on charitable matters, most often relating to their formation and operation and related tax and compliance issues, including strategies for receiving and using a variety of assets for charitable purposes. Several of Mr. Madsen’s articles on estate and charitable planning have been published and he is a frequent speaker on these issues. Mr. Madsen is AV® Preeminent™ Peer Review Rated by Martindale-Hubbell, was selected by his peers for inclusion in The Best Lawyers in America® 2008-2021, and was named to the “40 Under 40” Class of 2008 by the St. Louis Business Journal. Mr. Madsen is also active in the charitable community.

Education

  • Stanford University Law School - J.D., 1998
  • University of Iowa - B.B.A., Finance, 1991

Organizations

  • Fellow, American College of Trust and Estate Counsel (ACTEC)
  • American Bar Association, Real Property, Probate and Trust Law Section
  • Member of the St. Louis Estate Planning Council of Saint Louis
  • The Children's Charity of St. Louis, Planned Giving Council (2008 to 2011)
  • Saint Louis Community Foundation, Outside General Counsel
  • American Red Cross, St. Louis Area Chapter, Planned Giving Advisory Council (2004 to 2008)
  • Cardinal Glennon Children's Hospital, Gift Planning Council St. Louis Social Venture Partners (2003)
  • City Academy, Development Committee (2000-2002)

Admissions

Awards & Honors

  • St. Louis Business Journal’s “40 Under 40” Class of 2008 Who's Who in America (Marquis) 2008
  • Named as one of The Top 100 Attorneys by Worth Magazine (December 2006 issue)

Speeches & Publications

  • Article The Federal Gift Tax System The ABA Practical Guide to Estate Planning Matthew J. Madsen, Michael D. Mulligan (October 2011)
  • Author, Obtaining A Better Benefit By Using A Grantor Charitable Lead Trust, 31 Estate Planning No. 12, at 579 (December 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)
  • The Early Termination of Charitable Remainder Trusts, Sponsored by Saint Louis Community Foundation, St. Louis, Missouri (September 13 and October 10, 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, Missouri (April 22, 2006)
  • Speaker, One Year Later: Drafting Issues Under the Missouri Uniform Trust Code, Missouri Bar Association Annual Trust and Estate Institute, St. Louis, Missouri (October 28, 2005)
  • Speaker, Drafting Issues Under the Missouri Uniform Trust Code, University of Missouri-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 in Bonita Springs, Florida (March 31, 2005)
  • Speaker, Improving Board Financial Oversight, UMB Bank's Educational Seminar for NonProfits (January 26, 2005 and February 9, 2005)
  • Speaker, Three Planning Ideas for Charitable Lead Trusts, 11th Annual Estate Planning Internship Program of University of Missouri-Kansas City (September 10, 2004)
  • Speaker, Sophisticated Uses of Charitable Lead Trusts, Red Cross Seminar, April 21, 2004, Clayton, Missouri)
  • Estate Planning Symposium, October 24, 2002, Springfield, Missouri

OTHER ATTORNEYS

Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
ACCEPT the terms or Cancel the email.

Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
ACCEPT the terms or Cancel the email.

Call Now Button