Andrew Michael Nerney concentrates his practice on providing sophisticated counsel to high-net-worth individuals and families, including same-sex married and unmarried couples, to create tax-efficient wealth transfer strategies through estate, tax, business succession, and asset protection planning.

Andrew has notable experience counseling clients on exemption capture planning, drafting estate planning documents, assisting with the preparation of gift tax, estate tax, and fiduciary income tax returns, assisting individuals with the establishment and maintenance of tax-exempt organizations, foundations, and trusts, as well as conducting extensive research on income, estate, generation-skipping transfer, and capital gains taxation.

Andrew is also experienced at assisting fiduciaries and beneficiaries with estate and trust administration matters. He regularly represents fiduciaries before the probate and surrogate’s courts in estate administration proceedings. In addition, Andrew is experienced in aiding in the reformation and decanting of existing trusts to improve their income and estate tax efficiency and utility.

Finally, Andrew also advises individuals interested in planning for charitable giving and changing domicile for tax purposes.

Since no two families are alike, Andrew gives particular attention to the unique and personal circumstances of each client he counsels. He prides himself on developing and implementing advanced planning that achieves the subjective goals identified by his clients.