Brad Bolinger

Brad Bolinger is an experienced attorney and CPA. He has represented over 4,400 individuals and families to help them save significant amounts in estate and income taxes during his career.

Mr. Bolinger spent several years in D.C. working for top 100 law firms worldwide in tax and securities and financial regulations departments as well as Beijing, London, Hong Kong, Cayman and British Virgin Islands before returning to Texas to open his own firm in 2002.   He has more than 25 years of experience in estate and tax planning (wills, trusts, family limited partnership, dynasty trusts, generation skipping trusts and charitable planned giving).

Mr. Bolinger has helped individuals and families avoid the most common estate planning mistakes while protecting their assets. He has also helped them prepare and file various tax and other legal documents with the Internal Revenue Service (IRS), Securities and Exchange Commission (SEC) and other governmental entities, including foreign agencies dealing with offshore accounts.

Education

  • Georgetown University Law Center, Washington DC
  • LLM – Securities and Financial Regulations
  • 1998
  • Texas A&M School of Law, formally Texas Wesleyan, Fort Worth, TX
  • JD – Law Review
  • 1996
  • Oklahoma University, Norman, OK
  • BBA – Accounting
  • 1985

Publications & Seminars

  • Zero Estate Tax Planning
  • Estate Updates for All Families
  • Tax Smart Retirement Planning for financial planners, companies, CPAs and individuals

Representative Matters

Mergers & Acquisitions

First Colorado Bancorp, Inc. into Commercial Federal Corporation – $533 million
Wachtell, Lipton, Rosen & Katz (New York)

First Coastal Bankshares, Inc. into Centura Banks, Inc. – $117 million
Alston & Bird LLP (Washington, DC)

Lakeview Financial Corp. into Dime Bancorp, Inc. – $110 million
Sullivan & Cromwell (New York)

Pulse Bancorp, Inc. into First Source Bancorp, Inc. – $107 million
Patton Boggs LLP (Washington, DC)

Wayne Bancorp, Inc. into Valley National Bancorp – $79 million
Patton Boggs LLP (Washington D.C.)

1st Bergen Bancorp into Kearny Federal Savings Bank – $67 million
McCarter & English, LLP (Newark)

Representative Limited Partnership Transactions

Restructured Roll-up Transaction of Local Exchange Carriers – $15 million
Wilkie Farr & Gallagher (New York)

Bridge Loan to and Subsequent Restructure of Credit Facilities – $4.5 million
Kirkpatrick & Lockhart LLP (Los Angeles)

Purchase of Series A Preferred Stock – $1.5 million
Wilson Sonsini Goodrich & Rosati (Palo Alto)

Subordination Debt with Attached Warrants – $1.5 million
Jackson Walker L.L.P. (Dallas)

Multi-Creditor Line of Credit with Attached Warrants – $1.1 million
Kilpatrick Stockton LLP (Washington, DC)

Client Focused. Results Driven.