Practice Expertise

  • Tax
  • Private Wealth Advisors
  • Tax-Exempt, Nonprofits and Charities
  • Private Equity

Areas of Practice

  • Private Equity
  • Private Wealth Advisors
  • Tax
  • Tax-Exempt, Nonprofits and Charities

Profile

Andrew's practice focuses on all areas of tax and estate planning.

Andrew's practice focuses on all areas of tax and estate planning, business succession planning, probate, estate and trust administration and tax-exempt organizations.

Relevant Experience

  • Advised individuals on all aspects of family wealth preservation and wealth transfer planning.
  • Prepared complex estate planning instruments, including charitable lead trusts, charitable remainder trusts, dynastic generation-skipping trusts, life insurance trusts, revocable living trusts and wills.
  • Assisted individual clients on gift and estate tax reduction, post-mortem planning and probate avoidance.
  • Created numerous charities and private foundations.
  • Structured family limited partnerships, limited liability companies and other entities to achieve asset protection, limited liability, state franchise tax minimization, valuation discounts and management control.
  • Counseled on business succession planning for complex, multi-generational family businesses.
  • Advised large charities on planned giving, gift acceptance policies, supporting organizations, endowment protection, trust administration and gift structuring.

Bar Admissions

  • Missouri
  • Texas

Education
BBA, University of North Dakota, 1989

Areas of Practice

  • Private Equity
  • Private Wealth Advisors
  • Tax
  • Tax-Exempt, Nonprofits and Charities

Professional Career

Significant Accomplishments
  • Advised individuals on all aspects of family wealth preservation and wealth transfer planning.
  • Prepared complex estate planning instruments, including charitable lead trusts, charitable remainder trusts, dynastic generation-skipping trusts, life insurance trusts, revocable living trusts and wills.
  • Assisted individual clients on gift and estate tax reduction, post-mortem planning and probate avoidance.
  • Created numerous charities and private foundations.
  • Structured family limited partnerships, limited liability companies and other entities to achieve asset protection, limited liability, state franchise tax minimization, valuation discounts and management control.
  • Counseled on business succession planning for complex, multi-generational family businesses.
  • Advised large charities on planned giving, gift acceptance policies, supporting organizations, endowment protection, trust administration and gift structuring.


Professional Associations
  • Member, Taxation Section, American Bar Association
  • Member, Real Property, Probate and Trust Law Section, American Bar Association
  • Member, Probate, Trusts and Estates Section, Dallas Bar Association
  • Member, North Texas Chapter of the National Committee on Planned Giving
  • Member, Dallas Estate Planning Council


Blogs

Hunton Immigration and Nationality Law

The Hunton & Williams LLP Immigration practice, part of the firm's Labor and Employment Team, is concentrated in two major areas. First our work involves advising American and foreign businesses about obtaining the most appropriate temporary and permanent work visas for executives, professionals, and other skilled foreign workers. Careful planning and documentation are necessary to ensure the greatest chance of success. We also represent our clients in any negotiations or administrative...

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