Florida Probate Attorney | Tennessee Probate Attorney | New York Probate Attorney | Washington DC Probate Attorney
Photo of Estate Planning Attorney The Andersen Firm
Home | Login | Contact Us
Photo of Probate Attorney The Andersen Firm   Toll Free Phone: 866.230.2206

 Toll Free Fax: 877.773.143
3
Estate Planning • Estate Settlement • Estate Litigation • Asset Protection • Elder Law
financial planners
Financial Advisors
Advantages of using The Andersen Firm over other law firms.
Photo of Estate Planning Attorney and Financial Planner
financial planners
Testimonials
At The Andersen Firm, we strive to fulfill our clients needs to the best of our potential. See what our clients are saying about us!
Testimonials
Photo of Probate Attorney Reviews
Events Sign Up
Helpful Articles
Photo of Estate Planning Attorney Articles
Planning Techniques
Advanced techniques for Estate Planning.
Photo of Estate Planning Attorney Articles
Estate Planning Mistakes
Common estate planning mistakes people make.
Photo of Estate Planning Attorney Articles
Private Foundations
Information on Private Foundations benefits.
financial planners
FAQ's
Planning for your future and the future of your family isn’t easy. We have answers to the most commonly asked questions.
Photo of Probate Attorney Help
Events Sign Up
In the News
Important news and announcements from The Andersen Firm.
Photo of Estate Planning Attorney and Financial Advisor

Estate Planning News

Attorney Julie Ann Garber Rejoins The Andersen Firm

April 8th, 2013

The Andersen Firm, A Professional Corporation, is pleased to announce Julie Ann Garber has rejoined the firm. Julie was with The Andersen Firm from 2004 through 2010 and most recently practiced with Becker & Poliakoff based in Fort Myers, Florida. She is also known worldwide for her Wills and Estate Planning Guide on About.com: http://wills.about.com.

Julie has been practicing in estate planning since 1995 and will continue to assist clients located throughout the State of Florida, with an emphasis on serving clients in Bonita Springs, Estero, Fort Myers, Key West, and Naples.

The Andersen Firm is an AV preeminent law firm practicing in the areas of Estate Planning, Estate Settlement, Estate Litigation, Asset Protection, and Elder Law, and is a multistate law firm with offices in Florida, New York, Tennessee, and Washington, DC.

Download PDF
Press Release | ttorney Julie Ann Garber Rejoins The Andersen Firm

William E. Andersen Sworn in to Supreme Court of the United States

March 4, 2013

William E. Andersen, Founder and President of The Andersen Firm, was sworn in to the Supreme Court of the United States Bar on motion of Attorney Ed Scales on March 4, 2013.

“I had a very enriching and humbling experience today as I was sworn in to the Supreme Court Bar. It’s actually surprisingly small but an incredibly beautiful courtroom, “says Andersen. Chief Justice John Roberts granted the motion for Mr. Andersen to practice in the Supreme Court of the United States.

Andersen has been practicing law for almost 30 years. He is a member of the New York, District of Columbia, Florida, and Tennessee Bars. Additionally, he is the lead author of The Pocket Guide to Trusts & Estates: Understanding Estate Planning, Estate Settlement, Estate Litigation, Asset Protection, and Elder Law.

The Andersen Firm is an AV preeminent law firm practicing in the areas of Estate Planning, Estate Settlement, Estate Litigation, Asset Protection, and Elder Law. The Andersen Firm is a multistate law firm with offices in New York, Washington D.C., Florida, and Tennessee.

Download PDF
Press Release | Andersen Sworn in to Supreme Court

Relocation and Expansion of New York City Office

March 1, 2013

The Andersen Firm is pleased to announce the relocation and expansion of our New York City office to 110 E. 37th Street at Park Avenue. “We believe the additional commitment of time and resources will allow us to better serve our clients” says Bill Andersen, a shareholder with The Andersen Firm.

The Andersen Firm is an AV preeminent law firm practicing in the areas of Estate Planning, Estate Settlement, Estate Litigation, Asset Protection, and Elder Law. The Andersen Firm is a multistate law firm with offices in New York, Washington D.C., Florida, and Tennessee.

Download PDF
Press Release | RELCOATION AND EXPANSION OF NEW YORK CITY OFFICE

Andersen, Named an Accredited Estate Planner

May 30, 2008

William E. Andersen, J.D., LL.M. (Estate Planning) is newly certified as an Accredited Estate Planner by the National Association of Estate Planners & Councils. 

The National Association of Estate Planners & Councils (NAECP) is a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards.  NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards.  NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need in estate planning. 

The Accredited Estate Planner (AEP) designation is a graduate level specialization in estate planning designation.  Mr. Andersen also holds a law degree (J.D.) from Vanderbilt University and a Masters of Legal Letters (LL.M.) from the University Of Miami School Of Law.  

 “At The Andersen Firm, we’re constantly improving our ability to serve you with added value, expanded services and innovative solutions,” Andersen said.  “We encourage our clients to look to us for all their needs in estate planning, corporate and tax law, employment, international law, health care law, business law, real estate law and litigation.”

Download PDF
Press Release | Andersen, Named an Accredited Estate Planner

Law Firm Opens New St. Augustine Location

January 10, 2008

On January 10, 2008 The Andersen Firm, A Professional Corporation, officially opened an new office at Harbour Island Executive Center in St. Augustine Florida. 

The office will service the estate planning, estate settlement, probate and estate litigation needs of the North Florida as well as the West Coast of Florida.

“We believe the need for quality estate-planning, estate settlement, probate and estate litigation over the next 10 years is tremendous in North Florida.  We have made the decision to increase our capabilities in this region, and position the firm to serve financial advisors and their clients even better,” said William E. Andersen, the President and CEO of The Andersen Firm. 

Matthew T. Harrod is the managing attorney for the North Florida office.  Matt earned his J.D. from Ohio Northern University and holds an advanced degree (LL.M.) in Taxation from the University Of Miami School Of Law.    

Download PDF
Press Release | Law Firm Opens New St. Augustine Location

Law Firm Opens Tri-Cities Office

September 4, 2007

On September 4, 2007 The Andersen Firm, A Professional Corporation, officially opened an office in The SunTrust Building in Johnson City Tennessee. 

The office will service the estate planning, estate settlement and estate litigation needs of the East Tennessee as well as South West Virginia.

“We believe the need for quality estate-planning, estate settlement and estate litigation over the next 10 years is tremendous in Tennessee and Virginia.  We have made the decision to increase our capabilities in this region, and position the firm to serve financial advisors and their clients even better,” said William E. Andersen, the President and CEO of The Andersen Firm. 

Andersen is a 7th generation Tennessean. He is a graduate of West Point, Vanderbilt School of Law School and holds and advanced degree (LL.M.) in estate planning from the University of Miami.    

Download PDF
Press Relase | Law Firm Opens Tri-Cities Office

Law Firm Opens New South Florida Office

September 4, 2007

On September 4, 2007 The Andersen Firm, A Professional Corporation, officially opened an office in The Tides Office Center at Bridgeside Square in Fort Lauderdale Florida. 

The office will service the estate planning, estate settlement and estate litigation needs of South East Florida.

“We believe the need for quality estate-planning, estate settlement and estate litigation over the next 10 years is tremendous in South Florida.  We have made the decision to increase our capabilities in Broward and Miami/Dade County, and position the firm to serve financial advisors and their clients even better,” said William E. Andersen, the President and CEO of The Andersen Firm. 

Anthony Felice, a graduate of West Point, University of Florida School of Law School and former Army officer has been selected as the attorney to manage the South Florida office and will be relocating there along with Erin Turner, the Chief of Staff and Jerry Saresky the firms Senior Paralegal. 

Download PDF
Press Release | Law Firm Opens New South Florida Office

Investment Services Acts Enhances Asset Protection

1. On July 1, 2007, the Investment Services Act was passed in Tennessee.
2. It became the seventh state and first southeast state to provide the type of asset protection normally provided offshore in such locations as Nevis, Jersey Island, and the Bahamas.
3. Asset protection is now available for individuals who are concerned about loosing their assets to unforeseen creditors.
4. IST is irrevocable. Trustees can be individuals or an institution.
5. The transferor cannot serve as trustee but can choose trustees and replace trustees.
6. Requires an affidavit that individual transferring assets has full right and title and is not defrauding creditors.
7. Asset protection attaches after the assets are in the trust for four years.
8. The transferor can direct the investment of the IST assets.
9. The transferor can receive the trust income.
10. The transferor can request up to 5% of the trust principal annually.
11. The transferor can receive additional distributions of principal based upon the discretion of the trustee. 12. The transferor can live in a home owned by the trust.
13. The transferor can veto distributions to other beneficiaries.
14. The transferor can direct the distribution of the transferor’s trust assets upon death to any one or more persons.
15. The transferor can remove the trustee and other trust advisors and appoint successors.
16. The IST can continue for 360 years.
Download PDF
Press Release |Investment services act enhances asset protection
Law Firm Names New Managing Attorney for Saint Augustine/ North Florida Office;
moves management and marketing functions to Saint Augustine
October 4, 2006

The Andersen Firm, A Professional Corporation, which serves clients in 38 markets from five offices, has relocated its management and marketing functions to St. Augustine effective October 1, 2006. 

The Andersen Firm will continue to service clients in estate planning, estate settlement and estate litigation throughout Florida and other markets; however, management and marketing functions are now handled from the St. Augustine office.

“We believe the need for quality estate-planning, estate settlement and estate litigation over the next 10 years is tremendous in North Florida.  We have made the decision to increase our capabilities in Saint Augustine and North Florida, and position the firm to serve financial advisors and clients even better,” said William E. Andersen, the President and CEO of The Andersen Firm. 

Andersen, a graduate of West Point, Vanderbilt Law School and University of Miami School of law (Estate Planning) has relocated to Saint Augustine, with his wife Jane, and son, Will, a sophomore at Flagler College.

In addition to Andersen, Erin Turner, the Director of Professional Alliances, and the marketing functions as well as a variety of back office functions have been relocated to Saint Augustine.  The Andersen Firm which has been in existence since 1990 first opened its office in St. Augustine in 2000. 

Download PDF
Press Release | Law Firm Names New Managing Attorney for North Florida Office
     
  Asset Protection Planning | Elder Law | Estate Litigation | Probate | Estate Settlement | Retirement Asset Planning | Estate Planning Mistakes
Trust Administration | Estate Planning Techniques | Financial Advisor Resources | Living Wills | Private Foundations

 
© 2008/2013. The Andersen Firm, A Professional Corporation. All Rights Reserved.