Steve Andreasen concentrates on estate planning, with an emphasis on personalized needs and creative tax planning. Steve creates sophisticated tax, trust and business strategies that help transfer family wealth and preserve assets, and advises clients in the administration of living trusts. He also develops and implements charitable giving plans, and counsels clients in pre- and post-nuptial agreements.
Practice Highlights
- Works with small-business owners and real estate developers/owners in structuring integrated estate and business plans
- Assists clients with the creation of private foundations as a centerpiece of an estate plan focused on charitable goals
- Has represented executors and trustees in connection with the efficient administration of estates, from relatively modest estates to those approaching $1 billion in value
- Counsels clients in the formation of pre- and post-nuptial agreements and other property status agreements
- Works with clients on the creation of legal structures (such as partnerships and LLCs) to facilitate tax-advantaged gifting strategies