Practice Expertise
- Tax
- Private Wealth Advisors
Areas of Practice
- Private Wealth Advisors
- Tax
Profile
Andre has experience drafting and reviewing tax planned wills, revocable trusts and various ancillary estate planning documents for high net worth and ultra-high net worth individuals. With respect to estate administration, he assists clients with the administration of both taxable and non-taxable estates, including the funding of testamentary trusts. Andre also represents fiduciaries in connection with probate procedures, trust and estate administration, trust modifications, resignation and appointment of fiduciaries, release of grantor trust powers, distribution and termination of trusts, the preparation of federal Gift and Estate Tax Returns, allocations and elections associated with the Generation-Skipping Transfer Tax, and analysis of matters pertaining to Estate, Gift and GST Taxes.
Education
BA, Texas A&M University, 2013
Areas of Practice
- Private Wealth Advisors
- Tax