Are you Brad A. Galbraith? Claim this page now or Cliam yourself lawyer page
I am the managing partner for my firm and I focus my practice on estate planning, as well as estate and trust administration and probate. I provide creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals, and am a frequent speaker and author on various estate planning topics. I am board certified in Wills, Trusts and Estates by the Florida Bar Association.
I began my professional career as a Certified Public Accountant. After switching to the practice of law and seeing the ineffectiveness and inefficiency of traditional planning methods, I endeavored to find a better way to assist my clients with estate, tax and business planning. As an estate planning attorney, I developed a model designed to provide clients with comprehensive, personalized estate, tax and business succession plans that withstand the test of time.
| Brad A. Galbraith: | Member at The Galbraith Law, PLLC |
 |
9045 Strada Stell Ct., Suite 106 Naples, FL 34109 |
| Website: | https://www.galbraith.law/ |
| Phone: | 239-325-4070 |
| Fax: | 239-325-4080 |
| Offices: |
Galbraith Law, PLLC
|
| Association name | Position name | Duration |
|---|---|---|
| Indiana State Bar Association | Member | N/A |
| Indianapolis Bar Association, Estate Planning and Administration Section | Member | N/A |
| Indiana State Bar Association | Member | 1994 - 1900 |
| Indiana State Bar Association | Member | N/A |
| Indianapolis Bar Association, Estate Planning and Administration Section | Member | N/A |
| WealthCounsel | Member | N/A |
| WealthCounsel | Member | N/A |
| WealthCounsel | Member | 1999 - 1900 |
| Collier County Bar Association | Member | N/A |
| Florida Bar | Member | N/A |
| American Association of Attorney-Certified Public Accountants | Member | N/A |
| Collier County Bar Association | Member | 2001 - 1900 |
| Florida Bar | Member | 2001 - 1900 |
| American Association of Attorney-Certified Public Accountants | Member | 2001 - 1900 |
| Collier County Bar Association | Member | N/A |
| Florida Bar | Member | N/A |
| American Association of Attorney-Certified Public Accountants | Member | N/A |
| Award name | Grantor | Date granted |
|---|---|---|
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2017 |
| Super Lawyer | Florida Super Lawyers | 2017 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2017 |
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2016 |
| Super Lawyer | Florida Super Lawyers | 2016 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2016 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2015 |
| Florida Super Lawyer | Florida Super Lawyers | 2015 |
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2015 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2014 |
| Florida Super Lawyer | Florida Super Lawyers | 2014 |
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2014 |
| Five Star Best in Client Satisfaction Estate Planning Attorney | Five Star Professional | 2013 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2013 |
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2013 |
| Florida Super Lawyer | Florida Super Lawyers | 2013 |
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2012 |
| Five Star Best in Client Satisfaction Wealth Manager | Five Star Professional | 2012 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2012 |
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2011 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2011 |
| Five Star Best in Client Satisfaction Wealth Manager | Five Star Professional | 2011 |
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2010 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2010 |
| Five Star Best in Client Satisfaction Wealth Manager | Five Star Professional | 2010 |
| Five Star Best in Client Satisfaction Wealth Manager | Five Star Professional | 2009 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2009 |
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2009 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2008 |
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2008 |
| Five Star Best in Client Satisfaction Wealth Manager | Five Star Professional | 2008 |
| Five Star Best in Client Satisfaction Wealth Manager | Five Star Professional | 2007 |
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2007 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2007 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2006 |
| Board Certified - Wills, Trusts & Estates | Florida Bar Board of Legal Specialization and Education | 2006 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2005 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2004 |
| AV Preeminent 5.0 out of 5 Peer Review Rated | Martindale-Hubbell | 2003 |
| Summa Cum Laude | Indiana University School of Law | 1994 |
| Executive Managing Editor | Indiana Law Review | 1993 |
| Certified Public Accountant | Indiana Professional Licensing Agency | 1991 |
| School name | Degree | Graduated |
|---|---|---|
| Indiana University | BS - Bachelor of Science | 1988 |
| Indiana University | BS - Bachelor of Science | 1988 |
| Indiana University School of Law, Indianapolis | JD - Juris Doctor | 1994 |
| Indiana University School of Law, Indianapolis | JD - Juris Doctor | 1994 |
| State | Number | Status | Acquired | Updated |
|---|---|---|---|---|
| IN | Active In Good Standing | 1994 | 11/13/2021 | |
| MO | Inactive | 2001 | 11/13/2021 | |
| FL | 494291 | Member in Good Standing | 2001 | 04/25/2019 |
| Publication name | Title | Date |
|---|---|---|
| Book | Intentionally Defective Grantor Trusts Line By Line | 2016 |
| Book | Florida Domicile Handbook | 2015 |
| Book | Disinherit The IRS | 2014 |
| Book | The Four Corners | 2012 |
| Book | Florida Domicile Handbook | 2011 |
| Book | Family Limited Partnership Agreements Line By Line | 2011 |
| Book | Family LLC Operating Agreements Line By Line | 2011 |
| Book | Strategies For Trusts and Estates In Florida | 2011 |
| Indiana Law Review | Recent Developments in Contract and Commercial Law | 1997 |
| Indiana Law Review | Judicial Developments in Corporations, Contracts and Commercial Law | 1996 |
| Indiana Law Review | 1994 Developments in Commercial Law and Consumer Protection Law | 1994 |
| Indiana Law Review | Vacatur of Commercial Arbitration Awards in Federal Court | 1993 |
| Conference name | Title | Date |
|---|---|---|
| UBS Presentation | Florida Domicile and Estate Planning for Ohio Residents | 2013 |
| UBS Presentation | Florida Domicle and Estate Planning for Indiana Residents | 2013 |
| Newspapers In Education Foundation | Florida Domicile | 2013 |
| Monthly Meeting | Income and Estate Tax Planning | 2013 |
| CPA Continuing Education Event | Florida Domicile | 2013 |
| Newspapers In Education Foundation | Florida Domicile | 2012 |
| Monthly Meeting | Income and Estate Tax Planning | 2012 |
| Newspapers In Education Foundation | Florida Domicile | 2011 |
| Monthly Meeting | Income and Estate Tax Planning | 2011 |
| Annual Sumposium | Collaborating With CPAs | 2006 |
| Merrill Lynch Women's Symposium | Understanding Generation Skipping | 2003 |
| Continuing Education | Estate Planning for CPAs | 2002 |
| Continuing Education | Estate Tax Planning | 2001 |
| Continuing Education | Estate Tax Planning | 2001 |
| Annual Symposium | Family Limited Partnerships | 1998 |
| Title | Company name | Duration |
|---|---|---|
| Senior Accountant | Deloitte & Touche | 1988 - 1991 |
| Senior Accountant | Deloitte & Touche | 1988 - 1991 |
| Associate | McTurnan & Turner | 1994 - 1996 |
| Associate | McTurnan & Turner | 1994 - 1996 |
| Managing Partner | Galbraith Associates, P.C. | 1996 - 2009 |
| Managing Partner | Galbraith Associates, P.C. | 1996 - 2009 |
| Partner | Hahn Loeser & Parks, LLP | 2009 - 2016 |
| Partner | Woods Weidenmiller Michetti Rudnick & Galbraith, PLLC | N/A |
| Partner | Woods Weidenmiller Michetti Rudnick & Galbraith, PLLC | 2016 - 1900 |
| Partner | Woods Weidenmiller Michetti Rudnick & Galbraith, PLLC | N/A |
| Owner/Managing Partner | Galbraith, PLLC | N/A |
| Owner/Managing Partner | Galbraith, PLLC | 2017 - 1900 |
| Owner/Managing Partner | Galbraith, PLLC | N/A |
