Andy focuses in two principal areas – working with closely-held businesses and assisting individuals with gift and estate planning.

The business planning aspect of Andy’s practice involves helping clients develop plans for the growth of their business, including the structure of the business entity, tax issues, agreements among owners, strategic agreements, and mergers and acquisitions. He often works with business owners for whom their business interest is their largest asset. He also frequently advises clients on the disposition of their interest in a business — whether transitioning to another generation, selling to a partner or third party, or other exit strategy.

Andy’s gift and estate planning practice involves helping clients develop and implement tax efficient strategies for the management and transfer of their wealth, including estate and gift tax planning, and the drafting of Wills, Revocable and Irrevocable Trusts of all types.

Andy received a B.A. from the University of Massachusetts, Amherst (1972), a J.D. degree from Boston College Law School (1975), and an LL.M. in Taxation from Boston University School of Law (1976). He is a member of the Massachusetts Bar and admitted to practice before the U.S. District Court, District of Massachusetts; U.S. Court of Appeals, First Circuit; U.S. Tax Court; U.S. Court of Claims; and U.S. Supreme Court.