Primary Focus Area
- Estate Planning
The Greater Lafayette Police Foundation
Other Focus Areas
Real Estate Law
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 has extensive experience with advanced planning techniques. He frequently utilizes a variety of complex trusts, including dynasty trusts, as well as family limited liability companies to mitigate estate tax exposure and provide appropriate asset protection. Not all plans, however, need to be complicated. Often estate tax savings and other goals can be accomplished without complex trusts and complicated plans.
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. It is important that all professionals and the client are aligned and understand how to carry out the ultimate plan.
Whether you need complex planning to mitigate Federal estate taxes, to make sure your family business 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 enjoys swimming, waterskiing, and spending time with his family.