Moore & Van Allen Law Firm, Attorneys
Practice Areas
  • B.A., University of North Carolina at Chapel Hill, 1997, with distinction; Herbert Worth Jackson scholar; Phi Beta Kappa; Honors Program; Phi Eta Sigma
  • J.D., University of North Carolina at Chapel Hill, 2000, with honors; Maurice T. Van Hecke Law scholarship; Staff, Journal of International Law
  • North Carolina, 2000
100 North Tryon Street
Suite 4700
Charlotte, NC 28202-4003

Bradley (Brad) T. Van Hoy

Member
Overview
News & Events
Publications
Professional Affiliations

A member of Moore & Van Allen’s Wealth Transfer Planning Team, Brad Van Hoy has significant experience in assisting high net worth clients, family offices and closely held business owners achieve their estate, tax, asset protection, family, business and charitable planning goals. Whether crafting an estate or tax plan, advising on estate or trust administration issues, providing counsel with respect to closely-held business operation and succession issues, assisting in the purchase or sale of a client’s business, or advising family offices, Brad enjoys working collaboratively with his clients and their other advisors to devise and implement the client’s desired plan efficiently and effectively.

A speaker on estate and tax planning topics, Brad provides sophisticated advice and counsel across a broad range of estate, gift and generation-skipping transfer tax issues and planning techniques, including testamentary estate and tax planning, structuring and implementing sophisticated lifetime leveraged gifting techniques such as sales to defective grantor trusts, grantor retained annuity trusts (GRATs), gift and sale transfers of interests in limited partnerships and limited liability companies, and insurance planning.

For his family office clients, Brad enjoys working with the family members and partnering with their family office team to address the family's estate, tax, philanthropic, family education and generational succession needs, helping to structure their family business ventures and investment opportunities in tax efficient, asset protected, multi-generational trust and entity structures through a coordinated estate and tax plan.

With respect to his clients who are closely held business owners, Brad works as a trusted advisor with the owner and the owner’s family, providing counsel regarding the purchase or sale of a business, the structuring of business succession plans and the transfers of interests in the businesses to subsequent generations.

Van Hoy’s representative client services include:

      Estate Planning

      Tax Planning

      Asset Protection Planning

      Family Office Advising

      Estate and Trust Administration (including supervising the preparation and filling of estate tax returns and fiduciary income tax returns)

      Premarital Agreements

      Insurance Planning

Past Speaking Engagements

  • "Federal and State Recent Developments," North Carolina Bar Association 39th Annual Estate Planning and Fiduciary Law Program, July 2018
  • "Gift Tax/Uniform Transfers to Minors Act," North Carolina Bar Association 2017 Estate Planning and Probate Law Survey Course, September 2017
  • "Estate Planning Update," North Carolina Bar Association 2011 Annual Review, October 2011
  • "Recent Updates," North Carolina Bar Association Estate Planning and Fiduciary Law Section Annual Meeting, July 2011
  • “Eye of the Storm,” A Review of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010,” NC Bar Association, Webinar, February 2011
  • “Estate Planning Update,” 2011 Annual Review, Mecklenburg County Bar Association, Charlotte, NC, February 2011
  • “Who, When, How and What of CRATS, CRUTS, CLATS, and CLUTS,” Lorman Education Services Seminar, Charlotte, NC, September 2006

Of Note

  • Included in Business North Carolina's 2017 Legal Elite list and Business North Carolina's 2014 Legal Elite Young Guns list
  • Board Member, Charlotte Christain School Board of Trustees, 2017-present
  • Board Member, Queens University Estate Planners Day Steering Committee, 2015-present 
  • Board Member (2014-present) and Treasurer (2017-present), InReach Board of Directors (Non-profit organization)
  • Foundation For The Carolinas Cabinet of Professional Advisors, 2012-2013
  • Served as Co-Chair of the Estate Planning and Probate Section of the Mecklenburg Bar Association (2009-2010)
  • Served on the Public Service Advisory Committee of the North Carolina Bar Association (2006-2009)
  • Served on the CLE Committee for the Estate Planning and Fiduciary Law Section of the North Carolina Bar Association (2005-2008) 
  • Selected for inclusion to the 2010 North Carolina Rising Stars list, which is included in the North Carolina Super Lawyers magazine

Publications

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Professional Affiliations

  • Mecklenburg County Bar Association: Past Co-Chairman, Estate Planning and Probate Section
  • North Carolina Bar Association:  Taxation Section and Estate Planning and Fiduciary Law Section
  • American Bar Association:  Taxation Section and Real Property, Probate and Trust Law Section
  • Charlotte Estate Planning Council, Member