NAPFA Fall 2024 National Conference Speaker
Brian Balduzzi JD, Tax LL.M., MBA, CFP®
Brian Balduzzi works as a Private Client Services Attorney at Faegre Drinker in its Philadelphia, New York, and Princeton offices, advising clients on tax-efficient strategies, business succession opportunities, and legacy and charitable planning. Balduzzi is also an adjunct professor in tax, estate planning, finance, accounting, and business law. In 2019, he was selected for the American Bar Association (ABA) Real Property and Trust and Estate (RPTE) Fellowship, serving on the DEI Committee, Vice Chair of the Non-Tax Financial Planning Committee, and Co-Chair of the IRA Distributions Committee. Since 2021, he has served as Chair of the ABA Young Lawyers Division RPTE Committee. Balduzzi serves on the Publication Committees for NAEPC, Associate Editor for the ABA TYL, Editorial Board for the FPA Next Generation Planner, and on the Professional Development Education Committee for NAPFA. In 2022, he was honored with the American College of Trust and Estate Counsel (ACTEC) Young Leaders Fellowship.