Serving clients in The Andersen Firm’s Johnson City and Fort Lauderdale offices
Estate & Tax Planning Attorney Chad Whitfield is a Partner and Managing Attorney at The Andersen Firm. He has extensive tax, planning, and design expertise within the estate, trust, and wealth planning niche. His clients benefit from his practical application of estate planning techniques, asset protection strategies, and succession planning structures. Chad also cultivates and maintains enduring relationships with HNW (high net worth) and UHNW (ultra-high net worth) clients and colleagues through dedication, integrity, and commitment to excellence.
Growing up in South Florida as an only child, I quickly learned the importance of hard work and perseverance. From an early age I knew I wanted to be an attorney. I was the first person in my family to attend college. I fell in love with the sport of tennis and realized I could utilize this passion to further my education and my ultimate goal of becoming an attorney. I enjoyed playing Division I tennis for four years and was fortunate enough to win a conference championship and achieve Academic All-American distinction.
After my graduation from law school in 1996, I immediately began working for a boutique estate planning law firm. The reality that I could influence and assist individuals and families with the preservation and protection of their wealth solidified my desire to become an estate and wealth planning counsel. Over the past 24 years, with my Tennessee and Florida licenses, I have designed and implemented hundreds of estate plans to secure my clients’ estate planning and wealth transfer goals. It is rewarding and fulfilling to observe families experience and realize the importance of a proper estate plan design. I have devoted the past 24 years of my life to ensuring my clients and their families are protected and provided for through thoughtful and competent estate planning advice.
Estate & Tax Planning Attorney Chad Whitfield received his J.D. from St. Thomas University School of Law, Miami, FL in 1996, and his B.A. in Political Science & English from East Tennessee State University in 1993. He is a former board member and past president of the Tri-Cities Estate Planning Council, has served as General Counsel for the Johnson City Chamber of Commerce and Johnson City Chamber Foundation, 2011-2019. Chad was recognized by the Business Journal “Forty Under 40”, Super Lawyers, RisingStar and published on Asset Protection in the Business Journal. Chad is a frequent lecturer and speaker on estate planning and tax planning. He is a member of the Florida Bar, the Tennessee Bar, the U.S. Tax Court, WealthCounsel and Tri-Cities Estate Planning Council.
Chad and his wife Lisa have been happily married for 26 years and reside in Johnson City, TN. They are the proud parents of three children ages 23, 20, and 18.