Brandon Smith, JD, LL.M. Taxation
Director, Estate Planning & Employee Owner
Brandon serves as a subject matter expert for LNW clients, wealth managers and analysts, helping to identify appropriate tax, trust and estate planning strategies for the unique circumstance of individuals and families with multigenerational wealth. He also works closely with the LNW trust services team on matters pertaining to the firm’s trust companies in Washington State and South Dakota and is a member of the South Dakota entity’s Board of Directors. An important aspect of Brandon’s work is monitoring developments in tax and financial law at the federal and state levels to provide LNW colleagues and clients with proactive analysis and insights.
To his work, Brandon brings nearly two decades of legal and wealth management experience focused on trust and estate planning. Prior to joining LNW, he was a Wealth Strategist at UBS Financial Services in San Francisco and before that, a trusts and estate attorney with the Pittsburgh, Pennsylvania law firm Williams Coulson. He began his legal career with the Charitable Trusts and Foundations Division of the Attorney General for Pennsylvania.
Brandon strives to find estate planning solutions that provide optimal financial results and work well for each generation within the family. It is a balancing act to which he brings expertise, curiosity and a genuine desire to find solutions that withstand the test of time.
- Member of the Bar, Commonwealth of Pennsylvania and State of California
- Master of Laws in Taxation, Northwestern University Law School
- Doctor of Jurisprudence, Vanderbilt University Law School
- B.A. in History, Wake Forest University
Spending time with family and pursuing the next sports–related adventure, including running marathons and humbly hoping that each year is “the” year for the Pittsburgh Pirates.
