Bradley M. Van Buren

Private Wealth Services Group
Partner

www.hklaw.com

Boston


tel: 617-305-2086
email: bradley.vanburen@hklaw.com





Bradley M. Van Buren is a member of the Private Wealth Services Group in the firm's Boston office. He concentrates his practice in the areas of estate and gift planning, business succession planning, estate and trust administration, and the related areas of estate, gift, generation-skipping transfer tax and income taxation.
Prior to joining Holland & Knight LLP, Mr. Van Buren was a tax manager at Deloitte & Touche LLP, where he specialized in estate and gift planning. His practice included reviewing estate and gift plans and implementing tax efficient transfer techniques for high-net worth clients.

Professional Honors & Awards

•  Rising Star, Massachusetts Super Lawyers magazine

Memberships

•  American Bar Association
•  Boston Bar Association
•  Massachusetts Bar Association
•  New York Bar Association

Speaking Engagements

•  Wealth Transfer Taxes, The Boston Security Analysts Society, Inc, Trust Essentials for Portfolio Managers Seminar, May 3, 2007

Published Articles & Books

•  "2008 Year-End Tax Planning," Private Wealth Services, Alert - November 26, 2008
•  "2007 Income Tax Planning," Private Wealth Services, Newsletter - Year End 2007
•  "Reestablishing Domicile in Massachusetts," July 2007
•  "Reestablishing Domicile in Massachusetts," Boston Bar Association Trusts & Estates
Newsletter, Summer 2007
•  "Summary of the Tax Increase Prevention and Reconciliation Act," Private Wealth Services, Newsletter - Fall 2006
•  "Impact of Federal Securities Law on Administration of Grantor Retained Annuity Trust," Banking & Financial Services Policy Report, Vol. 25, No. 8. Republished in white papers for Family Office Exchange (Fox) 2006 Fall Forum., August 2006
•  "MA Gen. Law Ann. ch 65C Section 4: Massachusetts Decedents from 'Sponge Tax' States with Real and Tangible Personal Property, with Situs in Massachusetts Subject to Massachusetts Estate Tax," Lexis-Nexis, Matthew Bender Publishing, State Tax Practical Insights, 2006
•  "MA Gen. Law Ann. ch. 65C Section 2: Lifetime Gifting an Effective Strategy to Minimize Massachusetts Estate Tax," Lexis-Nexis, Matthew Bender Publishing, State Tax Practical Insights, 2006
•  "MA Gen. Law Ann. ch. 65C Section 3: Differing Federal and Massachusetts Estate Tax Exemption Amounts Create Trap for the Unwary," Lexis-Nexis, Matthew Bender Publishing, State Tax Practical Insights, 2006
•  "MA Gen. Law Ann. ch. 65C Section 3: Massachusetts Has Decoupled from the Federal Transfer Tax System and Permits an Estate Tax Exemption for Massachusetts Estate Tax Purposes that is Less than the Federal Exemption Amount," Lexis-Nexis, Matthew Bender Publishing, State Tax Practical Insights, 2006
•  "MA Gen. Law Ann. ch. 65C Section 3A: Massachusetts Permits a Separate Massachusetts Qualified Terminable Interest Property Election," Lexis-Nexis, Matthew Bender Publishing, State Tax Practical Insights, 2006
•  "MA Gen. Law Ann. ch. 65C Section 4: Nonresident Decedents with Property Having Situs in Massachusetts Subject to Massachusetts Estate Tax if 'Adjusted Taxable Estate' in Excess of Massachusetts Estate Tax Exemption," Lexis-Nexis, Matthew Bender Publishing, State Tax Practical Insights, 2006
•  "MA Gen. Law Ann. ch. 65C Sections 2A and 3A: Massachusetts Recognizes Qualified Domestic Trusts for Non-U.S. Citizen Spouse for Massachusetts Marital Deduction Purposes," Lexis-Nexis, Matthew Bender Publishing, State Tax Practical Insights, 2006
•  "MA Gen. Law Ann. ch. 65C Sections 4 and 5: Interests in Massachusetts Companies with Valid Business Purpose Owned by Nonresident Decedents Deemed Intangible Property and Not Includible in Massachusetts Gross Estate," Lexis-Nexis, Matthew Bender Publishing, State Tax Practical Insights, 2006
•  "MA Gen. Law Ann., ch 65C Sections 2 and 3: Taxable Gifts Made by Decedent During Lifetime Reduce Massachusetts Estate Tax Exemption Available at Death," Lexis-Nexis, Matthew Bender Publishing, State Tax Practical Insights, 2006
•  "Income Tax Planning," Private Wealth Services, Newsletter - Winter 2005
•  "Retirement Benefits: Should I Trust the Asset," New York State Bar Association Trusts and Estates Law Section Newsletter, Spring 2000

Practices

Taxation
Tax Controversy and Tax Litigation
Asset Protection Trusts
Estate Planning and Administration
Family Businesses
Venture Capital and Private Equity
Private Wealth Services

Education

Albany Law School Union University, J.D., with honors
Boston University School of Law, L.L.M., Taxation
Potsdam, The State University of New York, B.A., magna cum laude

Bar Admissions

New York
Massachusetts