Ross, Andrew

Overview

Andrew Ross is Of Counsel at Cooper Levenson. He is based in the firm’s New York office. Mr. Ross 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.

Mr. Ross earned his Bachelor of Arts in Psychology and English from Columbia University, his Juris Doctor from Brooklyn Law School, and his LL.M. in Taxation from Boston University School of Law.

Mr. Ross speaks conversational Spanish.

He is admitted to practice in:

• All Courts of the State of New York
• All Courts of the State of Massachusetts
• United States District Court for Eastern District New York
• United States District Court for Southern District New York
• United States Tax Court

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.