With more than three decades of practice, Brad Dougherty represents closely held and family businesses and individuals in business transactions and estate planning and administration. Brad is particularly valued for his skill in achieving client objectives by applying his knowledge and experience to obtain the desired result.
Brad advises on the formation and operation of corporations, partnerships and limited liability companies, as well as representing entities as corporate legal counsel. He also works with individuals to plan their estates to achieve their goals while minimizing taxes and transfer costs, assisting them with the selection and preparation of appropriate estate planning instruments ranging from wills and trusts to integrated transfer strategies.
In addition, Brad advises personal representatives, trustees and guardians on the administration of estates, trusts and guardianships and the preparation of state and federal estate and inheritance tax returns. He advocates for individual and corporate fiduciaries in trust and estate controversies and litigates estate, trust and guardianship disputes.
Regardless of the complexity of the matter at hand, Brad remains dedicated to serving his client with integrity and professionalism. He draws upon many years of practice in the law and the practical application of legal theory to everyday scenarios in order to help clients find solutions that make sense for their business and family. Notably, Brad is appreciated for his ability to listen carefully to each client’s specific needs and concerns in order to clearly define the critical issues involved and design the right strategy going forward.
In addition to his analytical skills, pragmatism and legal acumen, Brad is experienced in the many facets of conflict resolution and the challenges inherent in family dynamics. Thoughtful, considerate and respectful, Brad seeks to facilitate solutions that address all party interests while achieving his client’s objectives.
Professional and Community Involvement
Member, Probate, Trust and Real Property Section, Indiana State Bar Association
Member, Indianapolis Bar Association
Member, Estate Planning Council of Indianapolis
Member, Estate Planning and Administration Executive Council, Indianapolis Bar Association
Member, Professional Advisor Leadership Council, Central Indiana Community Foundation (CICF)
Panelist, Indiana Continuing Legal Education Forum
Regular presenter at continuing education seminars pertaining to estate planning and the creation and utilization of business entities