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


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


  • 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 non-US individuals and businesses in structuring their US investments and US individuals and businesses in structuring their non-US investments.
  • 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.

Papers, Presentations, & Publications

  • 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 
  • Co-Author, “ACA Finance Panel,” the American Magazine, December 2014.
  • More...