Biography
Andy advises clients on complex tax and estate planning issues as well as preparation of wills, asset protection trusts, GST trusts, Charitable Remainder trusts and other complex estate and tax planning documents. Andy is also a Certified Public Accountant. Andy advises individuals and closely-held business owners on a variety of legal matters with a particular focus on contract negotiation and drafting, business and employment counseling, and helping business owners prepare for long-term succession.
Areas of Focus
+Trusts & Estates
- Advises individuals and families on estate and trust planning issues, including the implications of estate, gift, and GST taxes
- Advises clients on the administration of estates and trusts and on the estate planning processes
+Tax
- Representation before the Internal Revenue Service in connection with estate and gift tax audits and controversies
- Advises clients on the tax implications of entity structure
- Provides analysis of the taxation of M&A structures involving corporations, partnerships, and LLCs
+Business Organizations & Transactions
- Formation of business entities for businesses, service professionals, and real estate ventures
- On-going advice and counsel to business owners, including preparation and review of business contracts and agreements, shareholder agreements, and employment agreements
- Represents clients in the purchase or sale of their business or practice
- Represents clients in residential and commercial real estate transactions
+Immigration
Credentials
+Education
Campbell University School of Law, J.D., 2013
North Carolina State University, M.B.A., 2006
North Carolina State University, B.S., 2000
+Certifications & Specializations
Certified Public Accountant, North Carolina, 2009
+Notable Accomplishments
“Planning Implications of New Legislation for Digital Assets” – Andrew W. Blair and William Bissett
Journal of Financial Planning – December 2014 Cover Story
“When You Die, Who Can Read Your Email” – Interview by Rachel Silverman
Wall Street Journal – February 2, 2015
