Atty. Andrew Ross

• Andrew Ross is Of Counsel at Cooper Levenson
• He is based in the firm’s New York office
• Andrew concentrates his practice in the areas of estate planning for individuals and families, estate and trust administration, estates litigation, tax-exempt organizations and tax controversy and planning
• He also speaks conversational Spanish

Practice Highlights

• Mr. Ross has represented high net-worth individuals in estate planning and estate administration for $1MM to $1B estates
• He advises Advise Tax-Exempt Organizations
• In addition to his extensive work with estate planning and estate and trust administration, Mr. Ross establishes and advises tax-exempt organizations
• In his over 30-year legal career, he has handled Will contests, contested accounting proceedings, and all aspects of trusts and estates litigation, including pleadings, discovery, trials, motions and appeals
• Mr. Ross also handles United States Tax Court litigation
• He prides himself on trying to make complicated estate plans for all of his clients - both high net worth clients and clients with smaller estate - understandable to those clients
• Mr. Ross has: •Represented three of four children in suit against the fourth child to set aside Probate of Will (New Jersey) that left mother’s $10 million Estate to the fourth child. •Represented in Surrogate’s Court two of three children in family who have not received a distribution from their father’s $20 million Estate in over eight years, where third child is controlling the Estate. •Represented Taxpayer in IRS Offshore Voluntary Disclosure Program (“OVDP”) who had $25 million in offshore accounts undeclared on FBAR. •Obtained from IRS TE/GE function a first tier abatement of Chapter 42 excise taxes of over $3 million for a large Private Foundation. •Recapitalized a $75 million privately held auto dealership to arrange for family gifts / succession planning - Buy/Sell Agreement, Defective Grantor Trust for same client •Represented a $100 million Private Foundation in IRS Voluntary Disclosure related to self-dealing and taxable expenditure issues. •Handled an IRS Audit of a client who made $8 million Gifts in 2011