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Overview

An estate planning attorney and former finance professional, Brad enjoys knowing he’s protected a client for decades into the future.

Brad advises clients on estate planning, drafts estate documents and develops long-term strategies to preserve wealth, provide for families and protect businesses. Alongside his estate preparation work, Brad has experience with tax laws governing private foundations and charitable organizations. His goal is always to keep the client’s overall asset protection strategy front and center, and ensure that his detailed work supports that strategy.

Brad formerly worked on the estate planning team of a national financial services firm. He quickly observed that much of the strategizing was performed by estate planning attorneys. These were the professionals who shaped clients’ futures and developed plans to protect families and businesses. Brad recognized this was meaningful help he wanted to provide, and pursued a legal degree so his work would have a greater impact on clients.


Service

Education

  • J.D., Arizona State University Sandra Day O'Connor College of Law
    • Pro Bono Distinction
    • CALI Awards in Legal Advocacy and Gift & Estate Tax
    • Arizona State Law Journal, Articles Committee
    • NYC Bar Moot Court Competition
    • Homeless Legal Assistance Project
  • B.S., Arizona State University W.P. Carey School of Business
    • summa cum laude

Admissions

  • Arizona
  • U.S. District Court, District of Arizona

Professional Associations and Memberships

  • State Bar of Arizona
  • Rumpole Inn of Court
Experience
  • Drafted trust and estate planning documents, including wills, revocable and irrevocable trusts, financial and medical durable powers of attorney, living wills, healthcare declarations, qualified spousal trusts and life insurance trusts.
  • Helped clients devise effective and practical business succession plans.
  • Regularly advised on sophisticated planning techniques, including creating and gifting or selling assets to irrevocable trusts.
Outside the Office

Brad enjoys exercising and getting outdoors. He’s especially fond of hiking in and around Arizona’s South and Superstition Mountains.

Community Leadership