Andrew C. Spitler primarily practices in the area of estate planning. He provides customized estate planning solutions tailored to fit the needs of his clients. While a plan may be simple or complex, he selects the correct documents based on client needs, loved ones, assets, possible taxation, and potential risks. In selecting the correct documents he goes far beyond simply choosing a template to apply to a client. Andrew strongly believes that clients need to understand their documents, the importance of properly funding trusts and/or establishing beneficiary designations, and the need for ongoing review, to ensure clients remain protected in light of changes in applicable laws, changes in assets, and changes in family relationships in the years following the creation of an estate plan.
Some of his areas of practice within estate planning are: Lifetime planning; Multi generational planning; Planning for non citizens; Special needs planning; Disability planning; Health care planning; Tax planning for taxes such as estate, gift, generation skipping, capital gains, tax basis matters; Qualified plans such as pensions, IRAs, and 401K planning; Asset protection planning; and Charitable planning. Some specific documents Andrew prepares are: Wills, Living Trusts, Irrevocable Trusts, Special Needs Trusts, Charitable Trusts, Heath Care Powers of Attorney, Financial Powers of Attorney, Living Wills, and HIPAA Authorizations.
Andrew also assists clients in Trust Administration, Probate proceedings, and Non-Probate Transfers. Upon the death of a loved one, the survivors are left with many confusing and difficult tasks to settle an estate. Following the death of a loved one, Andrew excels at supporting his clients during this emotionally difficult and confusing time. While in many instances the timeline to settle an estate can be long, Andrew is available throughout the process to take as much of the legal burden away from his clients as possible. In addition to accomplishing the steps needed to transfer assets, he also advises on steps beneficiaries can take to protect their inheritance through appropriate planning.
Andrew also forms and advises clients with regard to entity formation for business, estate planning and asset protection. He can seamlessly incorporate business interests into an estate plan. Additionally, Andrew is also a licensed Arizona real estate agent, a certified short sale and foreclosure resource, a certified probate real estate specialist, and can help clients in need of foreclosure and other real estate matters such as short sales, deeds-in-lieu and loan modifications.
Andrew is a member of the Central Arizona Estate Planning Society, and is a lifetime member of the Miami University Alumni Association and the University of Toledo Alumni Association. He volunteers with Pets on Wheels of Scottsdale by spending time at local hospitals and recovery facilities and other community events with his Cairn Terrier Mazey, and also volunteers for Col. Potter Cairn Terrier Rescue Network to transport surrendered dogs.
Andrew is originally from Ohio and is a third-generation attorney. After beginning his practice in Ohio he relocated to Arizona in 2009. He enjoys spending time with his wife and business partner Amanda, as well as being outdoors golfing, hiking, biking and with his dogs. He also loves to travel and work on home improvement projects in his spare time.
J.D., The University of Toledo College of Law, 2005. During law school, Andrew was a member of the Moot Court team where he was an individual award winner in regional oral arguments and he was a part time clerk for Ohio Supreme Court Justice Alice Robie Resnick during the summer of 2004.
M.B.A., The University of Toledo College of Business Administration, 2005. Honors graduate.
B.S. in Business, Management Information Systems Major, International Business Minor, Miami University, 2001.
State Bar of Arizona
State Bar of Ohio – license currently on inactive status