Andy’s practice focuses on business succession planning, estate planning and wealth transfer, and estate administration for individuals, business owners, and farmers. He spends time with his clients to understand their unique situation and help them determine the best way to transition their assets and values to the next generation. Andy recognizes that our complex legal and tax environment can make it easier to build an estate than to determine the best way to distribute it. His experience has taught him that fair is not always equal and equal is not always fair.
For each high net worth family, Andy identifies tax planning strategies to ensure that they are able to maximize the value of their legacy. In doing so, he works with other professionals including CPAs, Investment Advisors, Financial Planners, and Insurance Agents to ensure that each professional’s perspective is considered as decisions are made.
Andy has handled a variety of legal matters in the areas of estate planning, estate administration, real estate and business. His experiences include:
Estate Planning: Andy has extensive experience with advanced planning techniques, various trust options, and other tools to create plans to address your unique circumstances. He frequently sets up family limited liability companies to provide an efficient means of transitioning assets to the next generation.
Estate Administration: Andy has experience administering probate and non-probate estates of all types. He makes sure that tax burdens are minimized by taking advantage of opportunities such as minority interest and lack of marketability discounts, as well as alternate valuation dates and methods.
Real Estate: Andy has represented landlords and tenants in office, retail, farm, industrial, and ground lease negotiations, as well as buyers and sellers in commercial and farm real estate transactions. He has helped clients in land use and zoning matters including residential, commercial, and mixed use developments. He has guided clients through Section 1031 tax-deferred exchanges including reverse, deferred, simultaneous, and improvement exchanges. In addition, he has worked with his clients in utilizing the more flexible Section 1033 tax-deferred exchanges.
General Business: Andy’s experiences include both transactional and operational experiences.
Transactional matters include new entity formations, mergers, spin-offs, dissolutions, re-organizations, and traditional business sales including both stock and asset transactions.
Operational matters include license and distribution agreements, joint venture agreements, packaging agreements, confidentiality, non-competition, and non-solicitation agreements, voting agreements, options, and buy/sell agreements.
In the scope of transactional and operational matters, he has represented lenders and borrowers in structuring and documenting financing packages and secured transactions.
Dispute Resolution: Andy has helped many of his clients resolve situations and disputes that arise in the course of their business transactions by finding creative solutions and applying rationale thought to each situation.
Whether you need complex planning to mitigate Federal estate taxes, to make sure your farming operation stays in the family, to treat your children fairly, to provide for a child with special needs, or to benefit your favorite charities, Andy has the experience and expertise to help you make your decisions and put your plan in place.
Andy obtained a BS in Economics, Honors Program, from Purdue University before graduating from The National Law Center at The George Washington University in Washington, DC. He has served on numerous local boards and two terms on the Tippecanoe County Council. Through his active ownership in businesses outside of the law, Andy has gained personal experience in many situations often faced by clients. He is currently serving as a committee chair and vice president of the Board of Directors of Westminster Village of West Lafayette, Inc. He enjoys triathlons, waterskiing, and spending time with his family.