Bradley T. "Brad" Van Hoy

Brad Van Hoy brings more than 20 years of experience in advising high-net worth individuals, closely-held business owners, executives, and family offices with their estate, tax, business, and philanthropic planning needs. Brad builds long-term relationships with his clients, guiding them through their unique opportunities and challenges, and helping them to realize, protect, and leave a legacy with what they have worked so hard to build.

Whether crafting an estate or tax plan, advising on estate or trust administration issues, providing counsel with respect to closely-held business structuring and succession issues, assisting in the purchase or sale of a client’s business, or advising family offices, Brad works collaboratively with his clients and their other advisors to devise and implement their desired plan efficiently and effectively.

Brad provides sophisticated advice and counsel across a broad range of estate, gift, and generation-skipping transfer tax issues and planning techniques, including testamentary estate and tax planning, structuring and implementing sophisticated lifetime gifting techniques (e.g., sales to defective grantor trusts (IDGTs), irrevocable life insurance trusts (ILITs), and other insurance planning, spousal lifetime access trusts (SLATs), and beneficiary defective inheritance trusts (BDITs)), and gifts and sales transfers of voting and non-voting interests in limited partnerships and limited liability companies.

With respect to his clients who are closely held business owners, Brad works as a trusted advisor with the owner and the owner’s family, providing counsel regarding the purchase or sale of a business, the structuring of business succession plans, and the transfers of interests in the businesses to subsequent generations.

For his family office clients, Brad works with the family members and partners with their family office team to address the family's estate, tax, philanthropic, family education, and generational succession needs, helping to structure their family business ventures and investment opportunities in tax efficient, asset protected, multi-generational trust and entity structures through a coordinated estate and tax plan.