Summary
Andrew is a seasoned trusts and estates attorney with over 40 years of experience, mostly spent serving families in Naples, Florida. He has been certified by The Florida Bar as a Specialist in Wills, Trusts, and Estates for more than three decades.
Andrew focuses on advanced estate planning, wealth transfer, and multigenerational strategies. He helps individuals and families develop customized plans that emphasize tax efficiency, asset protection, and long-term goals. His planning often includes tools like CRTs, CLTs, QPRTs, GRATs, and private foundations.
Known for his client-centric approach, Andrew uses flow charts to engage clients in customizing their estate planning documents and he uses explanatory side letters to children and trustees to focus on client intent regarding benefits and control, as well as to ensure alignment with each client’s objectives.
He collaborates closely with trustees, financial advisors, accountants, and insurance professionals to deliver seamless implementation and administration. Andrew also advises on post-death trust and estate settlement, and is a key resource for clients managing large IRAs and qualified plan distributions.
To accommodate evolving tax laws and family needs, Andrew regularly includes trust protector provisions that provide flexibility to accomplish trust amendments without court involvement.
A frequent speaker to clients and professionals alike, Andrew is valued not only for his legal expertise but also as a trusted family advisor who brings clarity, confidence, and long-term assurance to every plan.
Awards
Best Lawyers in America, Tax Law, Trusts and Estates, 2003-2025
Best Lawyers in America, Fort Myers Lawyer of the Year, Trusts and Estates, 2022
Florida Super Lawyers, selected for inclusion, 2006-2024
Florida Trend, Legal Elite, 2014, 2016-2017
Naples Illustrated, Top Lawyer, Trusts and Estates, 2018, 2020-2024
All Service Areas
Education
- University of Miami, Estate Planning (1981)
LL.M
- Western Michigan University Cooley Law School (1979)
J.D., cum laude
- Central Michigan University (1977)
B.S.B.A.
Admissions
- State - Florida
Speeches and Publications
- Panelist, “Estate Planning Discussion,” Ciccarelli Advisory Group, January 2017
- Panelist, “Enhancing and Protecting Clients’ Estate Plans with Use of Trust Protector Provisions in Trust Agreements,” Collier County Bar Association, Trusts and Estates Section, May 2017
Professional Affiliations
- American Bar Association
Member, Real Property, Trust and Estate Law Section
- The Florida Bar
Member, Real Property, Probate & Trust Law and Taxation Sections
- Collier County Bar Association
Member, Trusts and Estates Section
- Estate Planning Council of Naples
Past President, 1992-1993
Community Involvement
- American Cancer Society
Past President, Collier County Unit, 1990
- American Cancer Society
Past Chair, Income Development Subcommittee on Planned Giving, Florida Division, 1994
- Naples Botanical Garden
Planned Giving Committee, 2019-2021
- YMCA of Naples
Endowment Board, 2000-2004