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With over 25 years experience, Brad is recognized as a regional leader in estate planning and administration, including related matters such as tax-planning advice for individuals and families with high net worth. This work includes the preparation of wills, revocable and irrevocable trusts, life insurance trusts, family partnerships, advanced trust techniques (GRATs, CRUTs, SLATs and GST trusts) and gifting and transfer documents. He also advises clients on charitable planning, such as chari...