OverviewBrad’s practice includes all areas of estate and business succession planning. He serves as a trusted advisor to individuals, families, and companies seeking to cost-effectively structure or transfer businesses. Clients value Brad’s responsiveness, particularly his ability to help them understand complex property and tax law concepts. His background as a certified public accountant (CPA) provides him with a valuable perspective in counseling through financial matters. His practice includes:
- Estate planning
- Business succession planning
- Charitable planning
- Trust and estate administration
ExperienceHighlights of Brad’s wealth preservation practice include:
- Assisted with intergenerational transfers of closely held businesses, maintaining the viability of the companies while minimizing tax implications for both the older and junior generations.
- Helped clients use increased tax exemptions to effectively transfer assets for the benefit of the family. Created tax efficient trusts to purchase business interests in order to reduce taxable estate of business owner/seller
Honors & Recognitions
- Leading Private Wealth Law Lawyer, Chambers High Net Worth Guide, 2021–Present
- Top 10 Influential Private Wealth Law Attorneys in Wisconsin, Business Today, 2023
- “Lawyer of the Year," The Best Lawyers in America©, 2020
- The Best Lawyers in America©, Trust and Estates, 2013–Present
- The Midwest’s Best Lawyers©, Trust and Estates, 2021
- Leaders in the Law, Wisconsin Law Journal, 2017
- "Wisconsin Super Lawyers" list, Super Lawyers magazine, 2014–Present
- Marquette University Business Administration Alumni Association Service Award, 2012
Professional Activities
- Member, Children's Wisconsin Planned Giving Council
- Fellow, ACTEC (American College of Trust and Estate Counsel)
- Member, Milwaukee Estate Planning Association
- Member, American Bar Association
- Member, State Bar of Wisconsin
- Past Chair, Real Property, Probate and Trust Law Section
- Member, Milwaukee Bar Association
- Member, Wisconsin Institute of Certified Public Accountants
Related NewsNews August 15, 2024 News July 29, 2024 News June 6, 2024 News April 30, 2024 News January 23, 2024 News November 22, 2023 News August 17, 2023 News June 5, 2023 News April 27, 2023 Publication April 9, 2020 Publication March 30, 2020
|
back to top |