Brad is in our London office, where he focuses his practice on Private Client and Wealth Management, Estate and Trust Planning, and International Tax and Trust Planning. He is a frequent presenter on US tax issues.

Biography

Associations

Bar Admissions

  • New York, 2007
  • Connecticut, 2007
  • Mississippi, 2006

Education & Honors

  • New York University, LL.M., Taxation, 2006
  • Mississippi College, J.D., cum laude, 2005
  • University of Mississippi, M.Tax., 2000
  • University of Mississippi, B.Accy., 1999

Experience

  • Assist ultra high net worth families and their advisors with respect to US federal income, estate and gift tax issues, with a particular emphasis on integrated US/UK estate planning and pre-US/UK tax immigration planning.
  • Assist fiduciaries of trusts with US person beneficiaries.
  • Assist individuals with the relinquishment of US citizenship or lawful permanent residency (green card) status, and attendant US tax consequences.
  • Assist individuals with the relinquishment of US citizenship or lawful permanent residency (green card) status, and attendant US tax consequences.
  • Assist individuals, financial institutions and trust companies regarding US federal tax compliance, including FATCA and the IRS Voluntary Tax Disclosure programs.
  • Assist individuals with respect to the US federal tax implications of divorce.

Publications

  • Quoted, "3,000 Americans ditch their passports," CNN Money, 17 February 2014.
  • Presenter, "US Taxation of Non-US Trusts," US Expatriate Year-End Planning Conference, London, October 2013.
  • Co-Author, "Landmark US Supreme Court Decision May Extend US Tax Benefits to UK Civil Partners," Planning Notes International, Vol. 2013, June 28, 2013.
  • Presenter, "US Tax Issues in Divorce," London, March 2013.
  • Presenter, "US Tax Update and Introduction to Passive Foreign Investment Companies (PFICs)," London, February 2013.
  • Co-Author, "Crossing the Divide: US Tax-saving Opportunities for UK-based Americans," Northwest Resident Magazine, February 2013.
  • Co-Presenter, "US Citizens Abroad: Tax and Legislative Updates in an Ever-evolving World," London, October 2012.
  • Co-Author, "Transatlantic Thinking – Flexible Solutions for Those Facing a Planning Conundrum," April 2012.
  • Presenter, "US Taxation of Trusts (for UK Practitioners)," London, March 2012.
  • More...