Bradley N. Etter, JD
About Brad
Prior to forming the Law Office of Bradley N. Etter, APC, Mr. Etter was a principal in the Estate & Trust Services group at myCFO, Inc, (“myCFO”), a full service wealth advisory firm with hundreds of clients with an average net worth of approximately $150 million. Mr. Etter was responsible for implementing simple and complex tax efficient wealth transfer strategies and income tax planning strategies.
Prior to myCFO, Mr. Etter was a senior in the family wealth planning practice and investment advisory services of Arthur Andersen LLP (“Andersen”), Orange County and a financial consultant with Crane & Associates, a registered investment advisory firm, providing comprehensive, integrated financial planning.
Mr. Etter received his juris doctorate from Chapman University School of Law, graduating cum laude. He received his bachelor of science degree from California State University, Fullerton.
Mr. Etter serves on the Board of Governors for Chapman Law School and is an advisor to the Chapman Law School Tax Law Institute. He is also a member of the California Bar Association.
Mr. Etter concentrates his practice in the areas of estate planning, trust administration, charitable organizations and family business advisory services.
LAW OFFICE OF BRADLEY N. ETTER, APC
Our firm concentrates its focus in the areas of estate planning, family business consulting, trust administration, estate and gift tax planning, charitable organizations, income tax planning, and business formation.
We pride ourselves on how we serve our clients. Our approach is to take a comprehensive view to determine the client’s goals and objectives. We then develop and implement an integrated plan to achieve these goals and objectives. As circumstances warrant, we recommend cutting-edge sophisticated strategies tailored to each client’s unique facts.
Our capabilities consist of the full range of tax and estate planning solutions for individuals and families including:
- Minimizing current income tax
- Minimizing current gift tax and/or future estate tax
- Generation-skipping transfer tax planning
- Retirement planning strategies
- Revocable living trusts
- Testamentary wills
- Succession planning for family businesses
- Tax efficient charitable transfers
- Organizing charitable trusts and private foundations
- Proper ownership of life insurance
- Tax-deferred asset diversification
- Advanced gifting strategies
- Powers of attorney for property management and health care decisions
- Trust administration
- Asset protection
We also provide legal services in the choice of entity (i.e. corporations, partnership, or limited liability company) decision when forming a new business or altering an existing business including the preparation of all necessary documents.
To learn more about our practice, please contact us at (714) 544-5086 or email us at brad@etterlaw.com.