Chad Callahan’s practice is primarily devoted to estate planning, estate, gift and generation-skipping transfers, tax planning, business succession planning, charitable planning, tax controversy matters against the IRS and matters involving the administration of trusts and estates. He is board certified in Wills, Trusts & Estates by the Florida Bar.
Chad enjoys working with families to achieve their various estate planning goals, including succession planning for closely held businesses, life insurance, wealth preservation, planning with private foundations, and planning for families with young children. He also works with family members and professional fiduciaries through the probate and trust administration process after a death and the related post-mortem tax issues.