Taxation, Trust, and Estate Implications for Digital Assets

Rick is a partner with Bradley in Nashville. He is a member of the firm's Tax and Trusts and Estates practice groups. Rick practices at the intersection of business, tax and estate planning.

A significant portion of his practice involves advising private companies and their owners, directors and executives on an array of state and federal tax, governance and corporate matters. Rick regularly assists with matters ranging from early-stage structure and funding to mid-stage buyouts and divorces to late-stage exits. He has substantial experience in handling all phases of closely held business acquisitions, sales, mergers, restructures and divorces, with an emphasis on Tennessee and federal tax planning in connection with such transactions. Rick advises family-owned companies with succession and exit planning matters, including preparing buy-sell agreements, stock restriction agreements and other internal governance documents.

Rick also devotes a substantial portion of his practice to estate planning. This dovetails well with his private company representation. Rick assists high net worth individuals and families with wealth preservation and transfer matters. He has significant experience helping clients tailor their estate plans to meet familial goals in a tax efficient manner. Rick advises on federal transfer and income taxes, and drafts wills, revocable and irrevocable trusts, intentionally defective grantor trusts, asset protection trusts, charitable trusts, family limited partnerships and other estate planning documents. Within this framework, Rick also represents fiduciaries and beneficiaries with trust and estate dispute and administration matters.

Rachel holds a Bachelor’s and Master’s degree from Middle Tennessee State University and holds a Tennessee CPA license. In 2013 she was selected as one of the 35 CPA’s under the age of 35 for the American Institute of CPAs (AICPA) Leadership Academy.

As a Tax Manager for Blankenship CPA Group she helps her clients with various tax compliance and bookkeeping needs. Her clients cover a broad range of industries including creative professionals and entrepreneurs looking to start a new business. She has years of experience specializing in tax within Middle Tennessee at both public accounting firms and publicly traded companies.

She has served on the Nashville Chapter Board of Directors within the Tennessee Society of CPAs; serving as president during 2018-2019. Rachel, a Nashville native, currently resides in Mt Juliet with her husband and son. She enjoys volunteering in her community and serves as the Treasurer for the Mt Juliet Help Center, a local non-profit.