More About Brad
Brad Dillon is a partner on the CFIPerennial team focused on tax, trust, and estate advisory, developing and implementing creative and comprehensive wealth transfer strategies that align with clients’ wishes. He reviews clients’ tax and estate planning documents to ensure that each plan accurately and holistically reflects the family’s philosophy and needs while maximizing tax efficiency and creditor protection.
Prior to joining CFIPerennial, Brad worked at UBS advising ultra high net worth families to help them achieve their tax, estate planning, and philanthropic objectives. Brad began his career in private legal practice, most recently at Milbank in New York City, where he practiced in the firm’s trusts and estates department.
Outside of CFIPerennial, Brad is an adjunct professor at Fordham Law School, where he teaches courses on trusts and estates. In addition, Brad is on the editorial board of the Estate Planning Journal, where he is a regular contributor to the current developments column. Brad also co-chairs the multi-state practice section of the New York State Bar Association’s Trusts and Estates Law section. Finally, Brad is regularly quoted in the media on tax policy matters, and is a frequent lecturer and author, having published dozens of articles in industry-leading journals, including Journal of Taxation, Estate Planning, Trusts and Estates, and Leimberg.
Brad earned a BA in mathematics and philosophy from Indiana University (summa cum laude), a JD from UCLA School of Law, where he was an editor of the UCLA Law Review, and an LLM (Master of Laws) in taxation from NYU School of Law. Brad lives in New York City with his husband, twins, and dog.