Biography
Brad Fletcher’s practice is a robust client base of nonprofits and tax-exempt organizations, where he provides comprehensive legal representation, including guiding both private foundations and public charities through situations that are unique to tax-exempt organizations. Nonprofit clients look to Brad to help them form entities, obtain state and IRS tax-exempt status, obtain private letter rulings, represent them before the IRS and state taxing authorities, and develop and implement sophisticated tax and financial plans.
Brad also helps his clients minimize tax exposure and maximize individual wealth and organizational stability. Brad is a skilled and creative attorney with extensive experience in all matters related to individual and family wealth and estate planning, including trusts and wills, probate, marital deduction trusts, spousal lifetime access trusts, life insurance trusts, gift planning, marital property agreements, family limited partnerships, and gift and estate tax audits.
Representative Experience
- Develop strategies and structures to avoid unrelated business taxable income and minimize the associated risk
- Serve as tax counsel for a New Orleans-based tax-exempt organization, including managing an organizational restructuring and change in tax status, taking them from a private foundation to a public charity
- Serves as outside general counsel for several tax-exempt organizations including a Texas-based community foundation, a large botanical society, and a multi-location healthcare organization
- Created a nonprofit corporation that utilizes a large country music concert as their key fundraising activity in raising funds to further their mission of cancer research
- Successfully defended 501(c)(3) in IRS audits of their tax-exempt bonds
- Set up a California-based private foundation that focuses on providing healthcare services for Veterans
- Issues equivalency determinations for private foundations engaged in foreign grantmaking in a variety of countries, including Africa, Europe, South America, and Asia
Education
- J.D. Southern Methodist University Dedman School of Law
- LL.M DePaul University College of Law
- B.A. Southern Methodist University
Memberships
- Estate Planning Class Instructor for Southern Methodist University’s CFP Program
- Former Board Member, Notre Dame School
- IRS Tax Exempt/Governmental Entity Council
- Former Board Member, Dallas Parks Project
- Former Board Member, Prevent Blindness Texas
- Leadership Dallas
Achievements
- The Best Lawyers in America®, Nonprofit / Charities Law (2025), Trusts and Estates (2018-Present)
- The Best Lawyers in Dallas, D Magazine, 2016-2023