With 35 years of experience as a trusts and estates lawyer, 32 of them in Naples, Florida, Andrew focuses his practice on family wealth transfer planning, estate and trusts settlement and administration. As an estate planning, trusts and probate lawyer, Andrew designs estate plans (wills, trusts and beneficiary designations) with an emphasis on wealth protection and tax efficiency. He makes use of modern trust law and trust provisions to maximize flexibility for trustees and beneficiaries to react to changing laws and family circumstances.
With passion and diligence in establishing client objectives, he guides clients to the desired plan to best implement their tax and nontax planning objectives, providing comfort and assurance that it is being done right. With consistent and regular use of trust protector provisions and powers in clients’ trust agreements, Andrew provides a generally court-free, flexible, efficient method to respond to clients’ changing needs in light of changes to the tax laws, state trust law and changing family circumstances.
At Hahn Loeser
Andrew’s work at Hahn Loeser focuses on estate planning for Florida residents, including domicile change, defensive domicile planning and preparation of Florida estate planning documents, as well as advice regarding charitable gifts, life insurance, retirement plan distributions, qualified personal residence trusts, GRATS, CRTs, CLTs, private foundations and multigenerational planning.
As a partner in the Naples office, he has represented individuals, families and multiple generations of families in the tax-efficient transfer and preservation of wealth using leading-edge tools and techniques to accomplish client objectives. His trademark is effective communication and plan refinement through customized flowcharts or blueprints of proposed documents.
Certified for more than 25 years as a Specialist in Wills, Trusts and Estates by The Florida Bar, Andrew works extensively with individual trustees, corporate trustees, financial planners, accountants and insurance agents, serving as an adviser and counselor in the settlement and administration of trusts and estates, and as a trust protector. He advises clients on avoidance of state gift and estate taxes, as well as planning for large IRAs. His clients view him as not just their attorney but as a trusted estate planning and family adviser.
Andrew has also delivered hundreds of presentations to clients, other professionals and the public on estate planning and estate and trust settlement matters.
He arrived at Hahn Loeser in 2005 as a lateral, with an independent and growing practice, making the move because of the firm’s expertise and the broad experience of its trust and estates group.
Andrew regularly attends professional meetings and luncheons in his practice area. He formerly served as president of EP Council of Naples and the American Cancer Society, Collier County Unit. Andrew is a former board member of Park Shore Association, Ovarian Cancer Alliance of Southwest Florida, and YMCA of Naples Endowment Board.
A native of Flint, Michigan, Andrew is a competitive golfer. He enjoys traveling and listening to College Teaching Co. audiobooks about history, religion and philosophy.
Central Michigan University, B.S.B.A., 1977
Thomas M. Cooley Law School, J.D., cum laude, 1980
University of Miami, LL.M., estate planning, 1981
Collier County Bar Association: member, Trusts and Estates Section
The Florida Bar: member, Real Property, Probate & Trust Law, and Taxation sections
Estate Planning Council of Naples Inc.: board of directors, past president
Admitted to the Florida Bar, 1981
AV® Preeminent Rated, Martindale-Hubbell®, 25 years
“Florida Legal Elite,” Florida Trend Magazine, 2014, 2016, 2017
“Men of Distinction” Honoree, Education Foundation of Collier County, 2010
The Best Lawyers in America, Trusts and Estates, 2003-16
Florida Super Lawyers, 2006-15
2010 Legacy Award, American Red Cross: Collier County Chapter