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Andrew M.
Logan

Associate

Andrew M. Logan focuses his practice in the areas of trust and estate planning and administration, taxation, business planning, and the representation of closely held businesses. His clients include individuals with modest to substantial wealth, entrepreneurs, executives, and family business owners.

Let's Talk
460 Norristown Road, Suite 110
Blue Bell, PA 19422
Email: alogan@wispearl.com
Assistant
Ginny Nevedale
Phone: 610-825-8400
Fax: 610-828-4887

Mr. Logan counsels his clients on all aspects of wealth transfer planning, with a focus on structuring estate plans that protect wealth and promote growth, while minimizing transfer taxes. He has prepared various legal documents in implementing these plans, including wills, financial powers of attorney, advanced health care directives, grantor trusts, insurance trusts, and family limited partnerships.

In addition, Mr. Logan also works extensively with both businesses and business owners in all stages of the business life cycle. At the launch of a new business, he counsels his clients on the various legal structures available, including proprietorships, limited partnerships, limited liability companies, professional service companies, and S-Corporations. As the business grows, he advises clients on both the legal and tax matters related to the effective operation of the company, such as structuring compensation arrangements, negotiating the sale or acquisition of stock or assets, and structuring reorganizations. As the business reaches maturity, Mr. Logan advises clients on techniques for the smooth transition of both ownership and management responsibilities to the next generation.

A graduate of Elon University School of Law, Mr. Logan holds a Master of Laws in Taxation and Estate Planning Certificate from the Villanova University Charles Widger School of Law. He received his undergraduate degree from the University of North Carolina at Wilmington.

Representative Matters
  • Counseled numerous high net worth individuals and their families in structuring estate plans that promote the intergenerational transfer of wealth while also protecting assets from the claims of creditors.
  • Assisted the owner of an S-Corporation in successfully recapitalizing the company with both voting and non-voting stock and then making a gift of the non-voting stock to an irrevocable trust for the benefit of his children.
  • Established a family limited partnership on behalf of a married couple for the purposes of asset management and protection as well as enabling the discounting of gifts to trusts for the benefit of their children and grandchildren.
  • Successfully handled the administration of a complex estate involving multiple closely held business interests, including valuing the business interests for federal estate tax and Pennsylvania inheritance tax purposes.
  • Represented an executor in the surcharge of an individual who acted as agent under power of attorney during the decedent’s lifetime.
  • Assisted a closely-held business in successfully developing a succession plan that allowed the founding members to maintain control of operations while also transferring ownership to the next generation.
  • Negotiated the terms of an operating agreement on behalf of a minority owner to prevent ownership dilution.
  • Restructured a consulting firm to promote tax savings and liability protection by moving from a corporation to a limited partnership with multiple wholly owned limited liability company divisions.
  • Represented an international company in its acquisition of a natural resource company with a $25 million senior secured term loan facility.

Client Alert – GDPR: A Potential Trap for Unwary U.S. Companies

June 14, 2018

By Michael G. Trachtman and Andrew M. Logan


Read More >>

Bar Admissions

Pennsylvania

New Jersey

United States Tax Court

Education

Villanova University Charles Widger School of Law (LL.M., Taxation; Certificate in Estate Planning)

Elon University School of Law (J.D.)

University of North Carolina at Wilmington (B.S.)

Professional and Civic Memberships

Pennsylvania Bar Association

Montgomery Bar Association, Probate and Tax Section

Montgomery County Estate Planning Council

Andrew M.
Logan

Associate

Andrew M. Logan focuses his practice in the areas of trust and estate planning and administration, taxation, business planning, and the representation of closely held businesses. His clients include individuals with modest to substantial wealth, entrepreneurs, executives, and family business owners.

Let's Talk
460 Norristown Road, Suite 110
Blue Bell, PA 19422
Email: alogan@wispearl.com
Assistant
Ginny Nevedale
Phone: 610-825-8400
Fax: 610-828-4887

Mr. Logan counsels his clients on all aspects of wealth transfer planning, with a focus on structuring estate plans that protect wealth and promote growth, while minimizing transfer taxes. He has prepared various legal documents in implementing these plans, including wills, financial powers of attorney, advanced health care directives, grantor trusts, insurance trusts, and family limited partnerships.

In addition, Mr. Logan also works extensively with both businesses and business owners in all stages of the business life cycle. At the launch of a new business, he counsels his clients on the various legal structures available, including proprietorships, limited partnerships, limited liability companies, professional service companies, and S-Corporations. As the business grows, he advises clients on both the legal and tax matters related to the effective operation of the company, such as structuring compensation arrangements, negotiating the sale or acquisition of stock or assets, and structuring reorganizations. As the business reaches maturity, Mr. Logan advises clients on techniques for the smooth transition of both ownership and management responsibilities to the next generation.

A graduate of Elon University School of Law, Mr. Logan holds a Master of Laws in Taxation and Estate Planning Certificate from the Villanova University Charles Widger School of Law. He received his undergraduate degree from the University of North Carolina at Wilmington.

Representative Matters
  • Counseled numerous high net worth individuals and their families in structuring estate plans that promote the intergenerational transfer of wealth while also protecting assets from the claims of creditors.
  • Assisted the owner of an S-Corporation in successfully recapitalizing the company with both voting and non-voting stock and then making a gift of the non-voting stock to an irrevocable trust for the benefit of his children.
  • Established a family limited partnership on behalf of a married couple for the purposes of asset management and protection as well as enabling the discounting of gifts to trusts for the benefit of their children and grandchildren.
  • Successfully handled the administration of a complex estate involving multiple closely held business interests, including valuing the business interests for federal estate tax and Pennsylvania inheritance tax purposes.
  • Represented an executor in the surcharge of an individual who acted as agent under power of attorney during the decedent’s lifetime.
  • Assisted a closely-held business in successfully developing a succession plan that allowed the founding members to maintain control of operations while also transferring ownership to the next generation.
  • Negotiated the terms of an operating agreement on behalf of a minority owner to prevent ownership dilution.
  • Restructured a consulting firm to promote tax savings and liability protection by moving from a corporation to a limited partnership with multiple wholly owned limited liability company divisions.
  • Represented an international company in its acquisition of a natural resource company with a $25 million senior secured term loan facility.

Client Alert – GDPR: A Potential Trap for Unwary U.S. Companies

June 14, 2018

By Michael G. Trachtman and Andrew M. Logan


Read More »