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

  • 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

  • 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.

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...