Bradley R. Coppedge

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 charitable remainder trusts, charitable lead trusts and private foundations, and regularly assists clients with the creation of tax-exempt 501(c) organizations. He also advises clients on pre-nuptial and post-nuptial agreements, and represents both individual and corporate trustees in fiduciary matters, including changes in trustees, trust modifications, trust terminations and similar matters. He works with clients to create Special Needs Trusts (SNTs), both for self-settled and third-party donor...