â€œHow do I help my client make informed choices? I begin any conversation with a client by listening with a focus on fully understanding their situation now, and any possible future situations that may arise or impact them. Next, in forming recommendations for their best interests, I present them with choices that identify both the pros & cons, the benefits & downsides; and then continue to communicate throughout design and drafting process.â€
Attorney Andrew C. Cohen provides focused legal services in these related areas:
â€¢ Estate planning
â€¢ Preparation of trusts and wills
â€¢ Advanced Planning matters
â€¢ Asset Protection
â€¢ Probate and Trust administration
â€¢ Special needs trusts and funding
â€¢ and Business planning
He simultaneously earned his law degree and masterâ€™s degree in business from the University of Pittsburgh, and has been a licensed attorney since 1997. In 2011, Mr. Cohen moved his law practice to the Santa Clarita Valley and now serves clients in Valencia, the Los Angeles area, and throughout all of Southern California.
Mr. Cohen counsels clients to optimize estate plans for their specific circumstances.
He is especially skilled at preparing estate plans for taxable and non-taxable estates.
He has specific experience utilizing a variety of transfer tools and advanced planning devices, including but not limited to:
â€¢ Living Trusts
â€¢ Pour-over Wills
â€¢ Durable Powers of Attorney
â€¢ Advance Health Care Directives
â€¢ Nominations of Guardians
â€¢ Irrevocable Life Insurance Trusts (ILITs)
â€¢ Intentionally Defective Grantor Trusts (IDGTs)
â€¢ Asset Protection plans
â€¢ and Gift Planning
Unlike many lawyers, Mr. Cohen benefits from the advantages of a multi-industry background, including work in real estate development and marketing.
On a personal level, Mr. Cohen relates naturally to families, and their needs and challenges. He lost his own mother at a young age. He and his wife, an elementary school teacher, have young children themselves. They are very involved with youth soccer (AYSO), baseball (Hart League), and chess (California Youth Chess League). From personal experience, he has a firsthand perspective of what families need.
For clients, he takes the time to evaluate each personâ€™s unique situation and financial holdings, understanding that people often have concerns and difficulties that are not always apparent to the casual observer.
â€¢ University of Pittsburgh School of Law, Juris Doctor
â€¢ University of Pittsburgh, Joseph M. Katz Graduate School of Business, Master of Business Administration
â€¢ Franklin & Marshall College, Bachelor of Arts in Business
Professional Affiliations & Memberships
â€¢ California Bar Association â€“ Trusts & Estates Section
â€¢ Santa Clarita Valley Bar Association
â€¢ Los Angeles County Bar Association â€“ Trust & Estates Section
â€¢ American Bar Association â€“ Estate Planning Section