Bradley J. Frank

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.