Attorney Profile

“How 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.”

Andrew C. Cohen serving families like yours.

Attorney Andrew C. Cohen provides focused legal services in these related areas:

  • Estate planning
  • Preparation of trusts and wills
  • Advanced Planning matters
  • Asset Protection
  • Probate and Trust administration
  • Special needs trusts and funding
  • and Business planning

He simultaneously earned his law degree and master’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:

  • Living Trusts
  • Pour-over Wills
  • Durable Powers of Attorney
  • Advance Health Care Directives
  • Nominations of Guardians
  • Irrevocable Life Insurance Trusts (ILITs)
  • Intentionally Defective Grantor Trusts (IDGTs)
  • Asset Protection plans
  • 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 person’s unique situation and financial holdings, understanding that people often have concerns and difficulties that are not always apparent to the casual observer.

Education

Bar Admissions

  • California
  • Pennsylvania

Professional Affiliations & Memberships

Recent Posts

Who Controls Trust Assets?

Will I lose control of my property and assets if I place them into a trust? With a revocable living trust, you will not lose control of the property and assets that you place in the trust. “Revocable” means that you can revoke or amend the trust whenever and however you wish, and “living” means […]

The Importance of Lifetime Estate Planning

Failure to Plan Can Have Devastating Results Estate Planning is a valuable process that can benefit nearly everyone during their lives, their children and future generations.   Unfortunately, many people learn this far too late to make a useful difference.  Designing and creating a thoughtful, well-structured estate plan will allow you to have peace of mind […]

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