Photo of Bradley W. Lard

Brad Lard's practice primarily involves estate and trust planning and administration, with an emphasis on the related income, estate, gift and generation-skipping transfer tax issues. In addition, Brad is actively engaged in representing individual and corporate fiduciaries (executors and trustees) in administrating and litigating estate and trust matters. View articles by Brad

Investment CycleFamily foundations that distribute grants to worthy charitable organizations to accomplish their philanthropic goals are a familiar part of the charitable landscape. While grant making is an important part of the work of family foundations, it is not the only tool in a family’s philanthropic tool kit. A family foundation may also invest its assets

Donation CheckWe recommend waiting to choose a giving vehicle (or vehicles) until you have a clear sense of your family’s philanthropic objectives. Once identified, those philanthropic goals, in addition to tax and operational considerations, will inform the selection of the right vehicle for your family. This segment will provide an overview of a few of the