Profile

As a member of the firm’s Estate Planning and Corporate & Tax practice groups, Andrew represents individuals, families, business owners, executives and professionals in all aspects of tax and estate planning, business succession planning, asset protection planning, charitable planning and estate and trust administration.

Andrew’s practice involves advising closely-held businesses and high net worth individuals with regard to estate, gift and generation-skipping transfer taxes, as well as the preparation of estate plan documents for young couples with minor children.

Additionally, Andrew routinely counsels both individual and institutional fiduciaries on a variety of matters, and he has extensive experience in the formation and operation of non-profit entities, including private foundations, public charities, supporting organizations and other tax-exempt organizations.

EDUCATION

George Mason University, B.A., 2008

Dickinson School of Law, J.D., 2011

Georgetown University Law Center, LL.M., Taxation, 2013, with distinction, Certificate in Estate Planning

MEMBERSHIPS

American Bar Association, Taxation Section

American Bar Association, Real Property, Trust and Estate Law

Pennsylvania Bar Association

Lancaster Bar Association

Lancaster County Estate Planning Council, Board of Directors

Georgetown University Law Center Tax LL.M., Alumni Interviewer

COURT ADMISSIONS

U.S. Tax Court

Bar Admissions

Pennsylvania

New Jersey

PUBLICATIONS

November 11, 2016 - McNees Insights Newsletter - Estate Planning
IN THIS ISSUE: IRS Simplifies Rules for Correcting Late Rollovers l Controlling From the Grave - Incentive Trusts l Life Insurance Due Diligence In Estate Planning

August 24, 2016 - IRS Proposes New Rules for Valuing Interests in Family-Owned Businesses
McNees Insights Estate Planning News

March 27, 2016 - McNees Insights - Estate Planning
In this issue: Estate Planning For Real Property l Spousal Lifetime Access Trusts l Spendthrift Trusts – How to (Properly) Protect A Beneficiary From Herself

March 16, 2015 - Orphans' Court Litigation

October 19, 2014 - McNees Insights - Estate Planning - Fall 2014
In this issue: Year-End Tax Planning 2014  l  Pennsylvania Makes Significant Changes to Power of Attorney Law  l  Have You Reviewed Your Estate Plan Recently?

June 20, 2014 - McNees Insights - Estate Planning
 - Summer 2014
In this issue: Transitioning The Family Business to the Next Generation  l  Charitable Trusts and Estate Planning  l  Recent Tax Developments

May 20, 2014 - Orphans' Court Update
Requesting, Obtaining and Reporting the Personal Information of the Beneficiaries of a Trust

May 19, 2014 - McNees Insights - Estate Planning - Spring 2014
In this issue: Who Gets Your IRA? – Six Common Mistakes  l  Estate Planning for Digital Assets  l  Post-Production Issues and Oil & Gas Leases

July 9, 2013 - McNees Insights - Asset Planning and Federal Taxation - Summer 2013
In this issue: Qualified Family Business Exemption for Inheritance Tax  l  3.8% Medicare Tax on Net Investment Income  l  Payable on Death Accounts – Pros and Cons

Contact Info

Practice Groups