Biography

Brad is a partner with the firm and co-partner-in-charge of Hahn Loeser's Indianapolis office. He also practices out of the firm's Naples office. Brad focuses on providing creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals. He is board certified in Wills, Trusts and Estates by the Florida Bar Association.

Brad began his professional career as a Certified Public Accountant. After switching to the practice of law and seeing the ineffectiveness and inefficiency of traditional planning methods, he endeavored to find a better way to assist his clients with estate, tax and business planning. As an estate planning attorney, he developed a model designed to provide clients with comprehensive, personalized estate, tax and business succession plans that withstand the test of time.

Brad maintains an Indiana CPA license and is a frequent presenter on estate and tax planning topics to CPAs and attorneys at conferences and continuing education events throughout the United States. Additionally, Brad is the co-author of an extensive continuing education program for CPAs which has been published and distributed nationally. That program, titled Estate Planning for CPAs, has also been presented to thousands of CPAs throughout the United States.

Brad is admitted to practice in Indiana, Florida, and before the U.S. Tax Court.

Among his accomplishments, Brad was named to the 2010 list of "FIVE STAR: Best in Client Satisfaction Wealth Managers."

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Notable Cases