V-CARDChad is an Associate in the firm's Trusts and Estates Group. His practice is primarily devoted to estate planning, tax planning, business succession planning, and matters involving the administration of trusts and estates.
Chad enjoys working with families to achieve their various estate planning objectives including succession planning for closely held businesses, life insurance planning, asset protection planning, 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 Probate Section of the American Bar Association, serving on its Estate Planning and Administration for Business Owners, Farmers and Ranchers Committee. Chad is a member of the Tax Law Section and the Real Property, Probate, and Trust Law Section of The Florida Bar, where he serves on the IRA and Employer Benefits and Probate Law and Procedure Committees. Chad is also a member of the Tampa Bay Estate Planning Council and volunteers with Success 4 Kids and Families, Inc. and the Child Abuse Council.
Trusts and Estate Administration
Florida State University, cum laude, 1998 (J.D.)
University of Miami, 2004 (L.L.M.)
The Florida Bar
Hillsborough County Bar Association