Andrew is a member of the firm’s Trusts & Estates Practice, where he assists clients on a wide range of estates and trusts matters. His area of focus includes planning for complex estates, tax planning, and counseling fiduciaries and beneficiaries on estate and trust administration, including contested matters.
Within his practice, Andrew has a particular focus on assisting clients with estate and trust planning and administration matters that present cross-border tax and probate issues. Specifically, Andrew has experience advising on estate planning for Canadian residents with U.S. citizenship or U.S. citizen beneficiaries. This includes experience advising clients with respect to U.S. gift and estate tax, purchases of U.S. real property by non-residents, and cross-border trust and business planning, including with respect to the PFIC, CFC, and Accumulation Distribution tax regimes.
Recognitions
- Listed, Upstate New York Super Lawyers Rising Stars (Estate and Probate) 2022 - 2023
- Managing editor, The Journal of Law & Politics
