Brad A. Galbraith works in the firm's Naples office and is Hahn Loeser's Indianapolis Office Co-Managing Partner. Brad provides creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals, and is a frequent speaker and author on various estate planning topics. 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 many thousands of CPAs throughout the United States. Brad is the co-author of The Florida Domicile Handbook, 2nd Edition
, a comprehensive guide for new Florida residents, and is the co-author of Strategies for Trusts and Estates in Florida, 2011 Edition. His newest books are titled, Family Limited Partnership Agreements Line by Line
, and Family Limited Liability Operating Agreements Line by Line
, both published by Thomson Reuters/Aspatore, and The Four Corners: Where Your Estate Plan Becomes a Living Legacy
, published by Shared Drive Media.
Brad is included in the 2007-2012 lists of "FIVE STAR: Best in Client Satisfaction Wealth Managers." He is also AV® Preeminent™ Rated by Martindale-Hubbell, its highest available rating for legal ability and professional ethics.