Brad’s practice concentrates on representing tax exempt organizations. He assists private foundations and public charities with navigating complex tax regulations and procedures, including receipt and disposition of complex charitable gifts and participation in innovative forms of impactful philanthropy. Brad also advises on governance matters, guiding charities and other nonprofits through formation, reorganizations, mergers, affiliations, and dissolutions.
Additionally, Brad advises private clients on securing their long-term goals related to preserving and protecting their wealth and executing their philanthropic endeavors. He counsels families on structured charitable giving, estate planning and lifetime gifting strategies as well as coordination of tax and legal requirements for cross-border families. Brad was recognized as a Notable Practitioner assisting US and international high net worth families with philanthropy and trusts and estates planning in Chamber’s 2018 High Net Worth guide.
Brad has over a decade of private practice with national firms and also previously worked as a tax law specialist with the Exempt Organizations Division of the IRS in Washington, D.C. Before his legal career, Brad obtained advanced degrees in English language and literature and taught medieval literature at universities in the United Kingdom, Japan, and the United States.
Brad is also a Senior Vice President of Hemenway Trust Company, a New Hampshire based private fiduciary firm.
“Philanthropists, charities, and socially minded companies are seeking increasingly innovative ways to leverage the impact of social investments. Effective solutions require careful balancing of individual investment goals, community impact, and legal and governmental constraints. Helping clients align these disparate concerns to find new ways to further their personal and charitable goals is incredibly rewarding.”