NJ: 973.376.0909 |
BRAD M. KAPLAN Tax, Trusts and Estates
Areas of Practice
Education
  • New York University School of Law, LL.M (Taxation), 2000
  • Rutgers School of Law, J.D., Tax Honors with Distinction, 1997
  • Brandeis University, B.A., 1994
Bar and Court Admissions
  • New Jersey, 1997
  • New York, 1998
  • U.S. Court of Appeals, Third Circuit
  • U.S. Court of Appeals, Second Circuit
  • U.S. District Court, District of New Jersey
  • U.S. District Court, Southern District of New York
  • U.S. District Court, Eastern District of New York
  • United States Tax Court

BRAD M. KAPLAN

Of Counsel

Brad Kaplan’s practice focuses largely on providing tax advice for business and individuals, trusts and estates work, and general corporate law, including mergers and acquisitions, tax and business representation of closely held businesses, their owners and families. In his capacity as transactional counsel to his clients, Brad has structured and negotiated purchase and sale transactions ranging from the acquisition of a minority interest in a closely-held limited liability company to the divestiture of nine subsidiaries of a Fortune 500 conglomerate.

In addition to serving as an advisor to his corporate clients, Brad works with his individual clients to create and implement estate plans that clearly delineate the manner in which his clients desire to transfer their assets upon their passing and minimize the various tax obligations associated with the transfer of wealth. Brad also represents wealth advisors and institutional trust companies in connection with the administration of trusts and private foundations.

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Recognition

  • Rated as AV Preeminent by Martindale-Hubbell
  • Named by Worth Magazine as one of the Top 100 Attorneys in the U.S. serving private clients
  • Selected by New Jersey Super Lawyers
  • Honored by the New Jersey Law Journal as one of the Top 40 Attorneys in New Jersey under age forty
  • Honored by NJ Biz magazine as one of the Top 40 Business and Community Leaders in New Jersey under age forty

Community and Public Service

  • Pro Bono Legal Counsel – PTOs of the Chathams

Professional Activities

  • The American Bar Association
  • The New Jersey State Bar Association
  • The New York State Bar Association
  • Adjunct Professor – Union County College

Publications

  • “Traditional Estate Planning for Non-Traditional Couples,” New Jersey Law Journal (February 2009)
  • “Best Practices in Succession Planning for Closely-Held Business,” Family and Business Succession Planning Strategies (July 2009)
  • “Autism Awareness: Creating an Estate Plan that Cares for Your Child,” New Jersey Law Journal (August 2009)
  • “Apply Tax Planning Ideas to Improve Retirement Distributions,” Practical Tax Strategies (July 2003)
  • “Watch Out for Stock Option Tax Traps,” Workspan (September 2002)
  • “Taking Stock of Estate Planning Strategies for Options,” Practical Tax Strategies (August 2000)
  • “Disability Buy-Outs,” Tax Ideas, July 1999 and Practical Tax Strategies (June 1999)
  • “Pre-Death Planning For The Terminally Ill,” 52 N.J.L.J. 728 (1998). “IRS Imposes Unexpected Tax on Split-Dollar Insurance,” Taxation for Lawyers (September 1997)

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    New Jersey
    180 River Road
    Summit, New Jersey 07901
    T: 973.376.0909
    F: 973.376.0903
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