Carl M. Markus
Carl M. Markus holds the CPA designation and previously practiced in the public accounting industry for over eight years. He advises individuals and closely-held business owners in all aspects of estate and asset protection planning. This includes everything from drafting simple wills and trusts with little or no transfer or income tax consequences, to complicated multi-million dollar business succession and asset protection planning involving multiple generations with significant transfer and income tax consequences.
Mr. Markus also advises business owners and businesses on the creation and structuring of business entities and ongoing legal matters for those businesses including the purchase and sale of real estate, lease and other contract negotiation and business sales, acquisitions and mergers. He has successfully represented clients before the Internal Revenue Service and the Missouri Department of Revenue at both the audit and appeals levels.
Carl earned his J.D. from Saint Louis University School of Law
"Corporate Practice Update," 15 Hour Review of the Law, UMKC School of Law, 2009
"Helping Your Client Select the Best Entity Option," National Business Institute, 2006, 2007, 2009
"Estate Planning Basics," National Business Institute, 2006
Co-author, "Requirements for Foreign Corporation's Doing Business in Missouri," BNA Corporate Practice Series, 2006
"Tax Issues in Estate Planning and Probate in Illinois," National Business Institute, 1998
"Illinois Sales & Use Tax," Lorman Education Services, 1998
Martindale-Hubbell, AV Peer Review Rating
Saint Louis University Bequest and Gift Council, Member
Planned Giving and Endowment Council of the Archdiocese of St. Louis, Member
Knights of Columbus, Council 10136
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