J. Andrew P. Stone

Adjunct

Phone: (312) 589-2410
E-mail: astone@kozlaw.com



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Mr. J. Andrew P. Stone counsels individuals, families, fiduciaries and family offices on all aspects of estate planning, estate administration and wealth transfer planning. Andrew’s practice includes significant experience with closely-held family businesses and the multi-generational families that own and control these businesses. He also focuses on international aspects of tax and estate planning for U.S. beneficiaries of foreign trusts, non-U.S. families with U.S. connections, foreign executives in the U.S. and U.S. citizens residing abroad.

Andrew is an active member of the Society of Trust and Estate Practitioners (STEP) and serves as Chair of STEP's Chicago Branch. He is a member of the American Bar Association and is co-chair of the International Tax Planning Committee of the Section of Real Property, Trust and Estate Law. He also serves on the Board of Trustees of the John C. Proctor Endowment, Peoria, Illinois, and on the Professional Advisory Committee of the Chicago Community Trust. Andrew serves as an adjunct faculty member teaching International Estate Planning in Northwestern University School of Law's Tax LL.M. program.

While in law school, Andrew was a John M. Olin Scholar in Law and Economics and was an articles editor for the Cornell Journal of Law & Public Policy. Prior to law school, he studied history at the Westfälische Wilhelms-Universität, Münster, Germany, as a recipient of a German Academic Exchange Service Scholarship. 

Andrew speaks regularly on tax and estate planning topics and is a co-author of “Role of the Trustee” (Illinois Institute of Continuing Legal Education-Trust Administration Handbook). Andrew is a graduate of Cornell Law School (J.D.) and Washington University in St. Louis (B.A., summa cum laude, Phi Beta Kappa). He is admitted to practice in Illinois.

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Areas of Expertise

  • Taxation