Brad F. Westerfield
Office Information
Brad is based in our London office, where he advises on international tax, trust and estate planning. He is a frequent presenter on cross-border US tax issues.
Biography – View PDF Bio
- Associations
- Bar Admissions
- Distinctions
- Education & Honors
- Experience
- In the News
- Papers, Presentations, & Publications
- Recent Blogs
Bar Admissions
- New York, 2007
- Connecticut, 2007
- Mississippi, 2006
Distinctions
- Chambers HNW
- Private Wealth Law (Foreign Experts) (London (Firms)), 2018-2021
- Who's Who Legal
- Private Client, Thought Leader, 2020
- Private Client, 2020
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
- Advise 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 tax and estate planning from a US perspective.
- Advise US and non-US individuals and businesses on structuring their investments from a US perspective.
- Advise on the establishment and taxation of US and foreign trusts from a US perspective.
- Advise individuals on the relinquishment of US citizenship or lawful permanent residency (green card) status.
- Advise individuals, financial institutions and trust companies regarding US federal tax compliance, including FATCA and the IRS Voluntary Tax Disclosure programs.
In the News
- Chambers High Net Worth 2021 Recognizes Seven Butler Snow Attorneys
- Chambers High Net Worth 2020 Recognizes Six Butler Snow Attorneys
- Chambers High Net Worth 2019 Recognizes 4 Butler Snow Attorneys
- Chambers High Net Worth 2018 Recognizes 4 Butler Snow Attorneys
- Butler Snow Named Runner-Up for International Law Firm of the Year – USA in Citywealth Magazine’s 2018 Magic Circle Awards
- Who’s Who Legal Recognizes 10 Butler Snow Attorneys
- Butler Snow Ranked One of USA's Leading Product Liability Firms by Who's Who Legal
- Butler Snow Adds Office at Asia's Front Door - Mississippi Business Journal
- Leading U.S. Law Firm Butler Snow Continues International Expansion - Reuters More...
- Butler Snow Makes International Push Into Asia - Memphis Business Journal
- US Firm Butler Snow Builds Asia Presence - The Global Legal Post
- Butler Snow Law Firm Builds Asia Presence - The Tennessean
- Mississippi's Butler Snow Opens in Singapore - The Asian Lawyer
- 60 Second Interview with Kurt Rademacher - STEP Journal
- Goodbye Uncle Sam - Relocate Magazine
- Wealthy Asians Dash to Ditch US Passports
- Butler Snow Receives Tozzoli Award from Mississippi World Trade Center
- Butler Snow Finalist for International Legal Team of the Year
- 3,000 Americans Ditch Their Passports
- UM Accountancy Alumni Find Success in International Tax Practice
- Butler Snow Selected as Society of Trust and Estate Practitioners’ 2013 North American Team of the Year Finalist
Papers, Presentations, & Publications
- Co-Presenter, “Classification of Trusts in the US,” Guernsey Annual STEP Conference, June 2017.
- Presenter, “United States: Tax, Estate Planning & the EU Succession Regulation,” The Law Society Private Client Section Cross Border Conference, London, March 2016.
- Presenter, “So Your Clients Want to Move Their Structures to the United States?”, STEP International Client SIG Conference, December 2015.
- Presenter, “Planning for the Super Rich – US/UK Planning,” Offshore Investment Conference, London, July 2015.
- Presenter, “Tackling the Complexities of the Interaction between US / UK Tax Regimes,” Transcontinental Trusts 2015, Geneva, Switzerland, June 2015.
- Presenter, “Estate & Tax Planning for the U.S. Citizen in the UK – Expatriation,” IBC Private Client Conference, London, May 2015.
- Presenter, “The HNW Same Sex Family: Going Global,” ABA Section of International Law, AIJA Conference, Brighton, April 2015.
- Presenter, “US/UK Estate Planning and Procedure,” The Law Society Private Client Section Cross Border Conference, London, March 2015.
- Quoted, "Wealthy Asians dash to ditch US Passports," Asian Investor, December 2014 More...
- Co-Author, “ACA Finance Panel,” the American Magazine, December 2014.
- Presenter, “Catching Up If You Are Out of Compliance,” American Citizens Abroad Town Hall Meeting, London, December 2014.
- Presenter, “Efficient US/UK Estate and Trust Planning,” IBC Private Client Series Conference, London, November 2014.
- Presenter, “US/UK Estate Planning and Joint Property Issues,” US Expatriate Tax Year-End Conference, London, October 2014.
- 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.
- Co-Presenter, "US/UK Tax Issues for Americans Residing in the UK," London, 2012.
- Co-Presenter, "Integrated US/UK Estate Planning," London, 2012 and 2011.
- Co-Presenter, "The US HIRE Act – Catching Overseas Structures to Ensure Internal Compliance," STEP Conference Isle of Man, November 2010.
- Co-Author, "Uncompensated Use of Trust Property Taxable to United States Persons," Briefing Note, May 2010.
- Co-Author, "Death of the US Death Tax? Not all Roses for Families with UK Connections," The Offshore & International Taxation Review, Vol. 14, Iss. 3, 2010.