Keith Bradley AM

Exceptional guidance through a complex family trust restructuring

When our family needed to restructure a multi-generational trust following my father's passing, the complexity was daunting. We engaged Keith Bradley AM of BAL Lawyers based on his specific recognition in Wealth Management and Succession Planning. From our first meeting in his Houston office, his command of the intricate tax implications and state-specific fiduciary laws was evident. Keith didn't just provide legal documents; he facilitated a series of thoughtful family meetings to ensure our intentions were clear and aligned, preventing future discord. His approach demonstrated the deep, practical experience his profile suggests. The process involved navigating nuanced provisions for a family business and diverse beneficiary needs, which he handled with remarkable professionalism and foresight. The final plan he crafted is both robust and flexible, securing our legacy. His calm, authoritative guidance turned a potentially stressful undertaking into a structured, positive outcome. We have profound confidence in his work and have already recommended him to colleagues facing similar succession challenges.