Carl M. Markus holds the CPA designation and previously practiced in the public accounting industry for more than 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 including the purchase and sale of real estate, lease and other contract negotiations and business sales, and mergers and acquisitions. He has successfully represented clients before the Internal Revenue Service and the Missouri Department of Revenue at both the audit and appeals levels.

Bar Admissions

  • Missouri, 1986
  • Illinois, 1996
  • U.S. Tax Court, 1989

Education

  • Saint Louis University School of Law, St. Louis, Missouri
    • J.D. – 1985
  • St Louis University
    • M.F.N. – 1985
  • St Louis University
    • B.S. (Cum Laude) – 1981
    • Major: Accounting

Published Works

  • “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

Honors and Awards

  • Martindale-Hubbell, AV Peer Review Rating

Professional Associations and Memberships

  • Bar Association of Metropolitan St. Louis, Member, 1992 – Present
  • Missouri Society of Certified Public Accountants, Member, 1988 – Present

Pro Bono Activities

  • Knights of Columbus, Council 10136
  • St. Elizabeth’s Adult Day Care Centers, Inc., board member