Meet Our Professionals

Andrew F. Dana

Partner
Charlotte | 704.335.9863
Fax | 704.334.4706
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Andrew Dana focuses his practice on trust and estate planning, with experience in a variety of additional areas reflecting his clients’ needs. Andrew believes in direct and efficient counsel with the goal of minimizing taxes, safeguarding assets, and assisting families in achieving the goals they set for themselves.

Representative Experience

  • Worked with individuals and families, both U.S. and foreign, to create lasting plans for estates of all sizes.  
  • Structured net operating loss carrybacks for real estate developer resulting in income tax refunds significant enough to require the Joint Committee on Taxation of the United States to sign off and approve.
  • Successfully represented a spouse’s irrevocable trust with nine-figures in assets in a South Carolina divorce proceeding.
  • Created international structure for a private operating foundation with activities in three continents.

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Honors & Awards

  • Business North Carolina magazine's "Legal Elite" in Tax & Estate Planning, 2016-2019
  • North Carolina Super Lawyers Rising Star, 2011-2019
  • Recipient of the 2009 Conservation Volunteer of the Year Award (Catawba Lands Conservancy)
  • NYU Law Dean’s Graduate Award, 2007
  • NYU Law Morris M. Geifman Memorial Scholarship, 2006
  • W&L Law James W.H. Stewart Tax Law Award, 2006
  • West Award for Outstanding Scholastic Achievement, 2004

Memberships

  • Queens University, Estate Planners Day, Executive Planning Committtee, 2008-2015
  • Catawba Lands Conservancy, Lands Acquisition Committee, 2007-2014