Andrea Kushner Ross

Andrea Kushner Ross

Director—Wealth Strategies Group

Andrea Kushner Ross is a Senior Vice President and Director of the Wealth Strategies Group and is located in Bernstein’s Los Angeles office. She works with Bernstein clients and their professional advisors to develop comprehensive wealth management and wealth transfer strategies. Before joining the firm in 2015, Andi was a shareholder at Weinstock Manion, ALC, and a partner at Karlin & Peebles LLP, advising high-net-worth clients on estate, tax and charitable planning. She is a member of the State Bar of California, by which she has been certified as a specialist in both taxation law and estate planning, trust and probate law. Andi was named a Southern California Rising Star and a Super Lawyer by Super Lawyers Magazine. She currently serves on the executive committee (trusts and estates section) of the Beverly Hills Bar Association and is a member of both the taxation and trusts and estates sections of the Los Angeles County Bar Association. She has also served on the executive committee (taxation section) of the State Bar of California and was a former chair of the taxation section of the Beverly Hills Bar Association. Andi holds a BA (cum laude) in political science from the University of California at Los Angeles; a JD from the University of Southern California at Los Angeles; and an LLM in taxation law from Loyola Law School of Los Angeles.

Thinking About Making a Charitable Pledge?

Thinking About Making a Charitable Pledge?

by Andrea Ross
For many wealthy philanthropists in the US, structuring a charitable gift as a pledge is quite appealing: It’s typically a way to make a large gift in installments to your alma mater, local hospital, or another non-profit you admire. Here are a few issues to consider before you enter into an agreement with a qualified charity to give it a large sum over a set period of time.

Philanthropy


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