Brad Frank transforms ambitious goals and complex legal challenges into clear, actionable strategies for businesses and individuals navigating personal and professional milestones. His versatile experience spans estate and corporate planning, empowering clients to make informed decisions with confidence and ease.
Brad's approach to realizing client objectives goes beyond legal advice – he becomes a trusted ally in his client’s journey. By seamlessly blending technical knowledge with a keen understanding of each client's unique circumstances, he crafts tailored solutions that often address both immediate concerns and long-term goals. This holistic perspective ensures that legal strategies align with the client's vision for success.
In the realm of business law, Brad excels at guiding family and closely held enterprises through daily issues and critical impasses. From inception and financing to acquisitions and succession planning, he provides comprehensive legal support at every stage of development. His skill in negotiating contracts, structuring joint ventures, and facilitating asset sales proves invaluable in securing his client’s commercial interests.
Beyond the boardroom, Brad applies his sharp legal acumen to personal estate planning. He delves into sophisticated tax strategies, charitable giving opportunities, and asset protection techniques, often uncovering innovative approaches that extend well beyond traditional wills and trusts. This multifaceted skill allows Brad to design robust, forward-thinking plans that focus on safeguarding client legacies.
Experience
- Brad has worked with high-net worth clients to implement various gifting strategies to undertake significant wealth transfers and to reduce estate tax exposure. These techniques have ranged from GRATs and sales to defective trusts, to the use of derivatives and use of complex charitable strategies. A number of these techniques have been completed through the use of asset protection structures, both domestic and foreign.
- Brad has worked with numerous business owners to structure ownership of their businesses, particularly as it relates to voting control, distribution decisions, and buy-sell arrangements. This extensive participation on the front end has allowed Brad to provide valuable advice to minority shareholders in disputes related to ownership. Specifically, Brad represented minority shareholders of a manufacturing business regarding alleged mismanagement, misuse of corporate funds and other violations of fiduciary duties to the minority shareholders. The dispute was resolved for the benefit of the minority shareholders, and resulted in a buyout of the minority shareholders at a significant multiple over what the majority shareholders had initially offered.
Credentials
Education
- Columbia Law School, J.D., 2003, James Kent Scholar, Harlan Fiske Stone Scholar
- The Wharton School of the University of Pennsylvania, B.S., 2000, magna cum laude
Bar Admissions
- Minnesota
- Pennsylvania (Inactive)