Bradford New Dewan

Bradford N. Dewan is a tax and estate planning attorney licensed to practice in the states of California, Hawaii and Wisconsin. During thirty years of practice, Mr. Dewan has emphasized tax planning for both individuals and their related business and charitable entities.

Mr. Dewan holds a Bachelor of Arts degree, cum laude, in Economics from Harvard University, a Masters of Business Administration in Finance from the University of California at Berkeley and a Juris Doctor degree from the University of Wisconsin, Madison. He is a memberof the Real Property, Probate and Trust Law Section of the American Bar Association and the Estate Planning and Tax Sections of the California Bar Association.  Mr. Dewan is a member of the Scripps Health Gift Planning Advisory Board.

Mr. Dewan’s law practice has focused on estate planning, both domestic and foreign. He has assisted his clients in evaluating and implementing, where appropriate, various sophisticated and complex strategies such as Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Intentionally Defective Irrevocable Trusts and Grantor Trusts. Mr. Dewan advises his clients on the multi-generational benefits of transferring and inheriting wealth in trust through the use of Dynasty Trusts and Beneficiary-Controlled Trusts. Mr. Dewan is a recognized expert in the tax and estate planning for pension plan benefits and Individual Retirement Accounts (IRAs). He is a frequent lecturer to various professional groups on the rules affecting distributions from qualified plans and IRAs, and the most effective strategies for transferring these unique assets to surviving spouses and the IRA owner’s children.