Andrew Powell centers his practice on estate planning, business succession planning, charitable gift planning, taxation matters, and the administration of trusts and estates. Committed to addressing the unique needs of his clients, he serves as a trusted advisor, helping individuals and families preserve their legacy and secure their financial future.
With a focus on providing personalized, tax-efficient solutions tailored to each client's specific needs, Andrew excels in developing strategies that preserve and maximize generational wealth. He also counsels clients on estate planning considerations for closely held businesses, facilitating smooth ownership transitions and ensuring continued success for future generations.
In the areas of charitable gift planning and private foundations, Andrew advises clients of the formation and maintenance of private foundations, as well as the use of donor-advised funds and charitable trust structures that allow clients to make a meaningful impact on their preferred causes while optimizing tax benefits.
Andrew also provides valuable guidance and support throughout the probate and trust administration processes. His meticulous attention to detail ensures that estates and trusts are administered efficiently and precisely as intended by the decedent.
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University of Florida Levin College of Law, LL.M in Taw Law/Taxation, 2019
- Wake Forest University School of Law, J.D., 2015
- Wake Forest University School of Business, M.B.A., 2015
- Boston College, B.S., 2011; Business Management