50 Ways to Leave Your Legacy
Lunch will be served in the room from 11:45 to 12:45
Brad assists private foundations and public charities with navigating complex tax regulationsand procedures, including receipt and disposition of complex charitable gifts andparticipation in innovative forms of impactful philanthropy. He also advises on governance matters, guiding charities and other nonprofits through formation, reorganizations, mergers, affiliations, and dissolutions. Additionally, Brad advises private clients on securing their long-term goals related to preserving and protecting their wealth and executing their philanthropic endeavors. He counsels families on structured charitable giving, estate planning and lifetime gifting strategies. Brad was recognized as a Notable Practitioner assisting US and international high net worth families with philanthropy and trustsand estates planning in Chamber’s High Net Worth
guide. He is also a Fellow and Regent of theAmerican College of Trust and Estate Counsel.
Brad has 20 years of experience in private practice with national firms and also previously worked as a tax law specialist with the Exempt Organizations Division of the IRS in Washington, D.C. Before his legal career, Brad obtained advanced degrees in English language and literature and taught medieval literature at universities in the United Kingdom, Japan, and the United States.
