Chad is a Shareholder and Chair of the firm's Trusts and Estates Group. As a Board Certified Wills, Trusts & Estates Attorney, his practice is primarily devoted to estate planning, estate, gift and generation-skipping transfer, tax planning, business succession planning, charitable planning, tax controversy matters against the Internal Revenue Service and matters involving the administration of trusts and estates.
Chad enjoys working with families to achieve their various estate planning objectives including succession planning closely-held businesses, life insurance, wealth preservation, planning with private foundations, and planning for families with young children. Chad also works with family members and professional fiduciaries through the probate and trust administration process after a death and the related post-mortem tax issues.
Chad is active in both professional activities and the community. He is a member of the Real Property, Trust and Estate Law Section of the American Bar Association, serving on its Estate Planning and Administration for Business Owners, Farmers, and Ranchers Committee. He serves on the Wills, Trusts and Estates Certification Committee for The Florida Bar and is a member of The Florida Bar's Real Property, Probate, and Trust Law Section, where he serves on the Executive Council and several committees. He is also a member of the Leadership Tampa Class of 2014 and the Tampa Bay Estate Planning Council. Chad currently serves on the Board of Directors of The Tampa Museum of Art Foundation, on the Board of Directors for The Tampa Museum of Art Operations and Special Events, Inc., on the Advancement Committee of the Tampa Bay History Center, and the University of Tampa Financial Ambassadors Council. He is the immediate past chair of the Board of Success 4 Kids and Families, Inc.
Articles in the National Law Review database by Charles W. Callahan, III