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.

Attorney Profile

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

Revocable trust

Revocable trust A Revocable trust in Valencia is a trust where one can amend or revoke as desired by the trust-maker. During the “life” of the trust, income earned is distributed to the grantor, and only after death does property transfer to the beneficiaries. Revocable Living Trusts may involve individual revocable trusts for single people and for married people.  […]

Estate Planning

Estate Planning Valencia CA Estate Planning  is the process of transferring of assets in expectation of death, which an individual or family arranges. The saving of the maximum amount of wealth is intended  for the beneficiaries and flexibility for the individual prior to death. Real estate is the owning of an asset by a person […]

Business planning

Business planning Why is a business planning hold prime significance to the health of any business? A business plan is a written description of your business’s future. It is a document that describes what you plan to do and how you plan to do it. Business Planning in Valencia can help perform a number of tasks […]

Probate and Trust Administration

Probate  Trust Administration  Many people wish to establish a revocable trust as the center piece of their estate plans instead of just last wills and testaments so that they can avoid a probate of part or all of their estates upon their deaths. On the off chance that the title to step property is held […]

Access Will

Access Will Know about the people who can access will? When someone dies, you have probably watched in the movies or on TV or read in a book about where a family gathers around a big table after a relative has died to listen to the reading of the will. While this is a false theatrical creation, it doesn’t […]