Brad D. Frandsen

Associate

Mr. Frandsen is an Associate in the Firm’s Estate Planning, Estate Administration, and Probate practice group. He advises clients and their families on how to best preserve and protect their wealth from estate and generation-skipping transfer taxes and potential creditors.

Biography

Mr. Frandsen is an Associate in the Firm’s Estate Planning, Estate Administration, and Probate practice group. He advises clients and their families on how to best preserve and protect their wealth from estate and generation-skipping transfer taxes and potential creditors. Mr. Frandsen prepares trust and estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, living wills, and healthcare declarations. He also has experience in business transactions, business planning and formation, and labor and employment.

Mr. Frandsen graduated summa cum laude from Arizona State University W.P. Carey School of Business in 2012 with a B.S. in Finance. He attended Arizona State University Sandra Day O’Connor College of Law, where he graduated cum laude and earned his J.D. in 2016.  During his time in law school, Mr. Frandsen served as an extern with Former Arizona Supreme Court Justice Andrew Gould and the City of Tempe, City Attorney’s Office. After law school, he worked as a tax consultant at a leading global accounting firm, where he focused on exempt organization tax compliance and planning. Mr. Frandsen pivoted to estate planning to take a more active role in helping families achieve their wealth management and charitable planning goals.

Admissions

Admitted to Practice

  • Arizona (2017)

Representative Experience

  • Collaborate with individuals and families to develop comprehensive estate plans tailored to fit their unique and specific needs
  • Advise high net worth families on the creation, funding and use of sophisticated planning techniques to minimize estate and generation-skipping transfer taxes
  • Work with high net worth individuals and business owners to implement asset protection strategies for wealth preservation
  • Assist business owners in developing business succession plans for key employees and descendants

Media and Presentations

Presentations

  • Estate Planning for Digital Assets,” Sun Health Foundation (August 4, 2022)
  • “Asset Protection Planning: Ethics and Strategies,” (May 16, 2022)
  • “Estate and Asset Protection Planning: Spousal Lifetime Access Trusts,” (May 13, 2022)
  • Co-Presenter, “State Taxation of Non-Grantor Trusts: Opportunities, Pitfalls, and Planning,” (April 2021)

Memberships

Jennings Strouss Diversity and Inclusion Committee

  • Member

Central Arizona Estate Planning Council

  • Member

Community Involvement

Homeless Legal Assistance Project

  • Board Member (2019 – present)
  • Treasurer (2019 – present)

Project C.U.R.E

  • Supplies Packer (2014-2021)

Banner Health

  • Volunteer (2010-2012)

Honors and Awards

  • CALI Awards, Legal Advocacy, Gift & Estate Tax