Andru DonatelliLEGAL COUNSEL
Contact Details
Areas of Expertise
- Corporate Law
- Estate Planning
- Trusts
- Retirement Planning
- Wills
- Financial Advice
Qualifications
- JD-MBA, Law & Business
- BS, Commerce
Andru has many years of broad-based legal and executive experience, having also worked for major corporations in management capacities and worked internationally.
As a dynamic speaker and coach over the last 15 years, Dru has presented to and trained thousands of financial advisors nationally in the areas of business, financial and estate planning, retirement income planning, charitable strategies, and insurance planning. These advisors represent major wirehouses such as Merril Lynch, UBS, Morgan Stanley, independent firms such as LPL and Raymond James, and Key Bank and CUSO, among others.
Dru received his Bachelor of Science (Commerce) Degree Cum Laude from Santa Clara University, where he also received his Juris Doctorate (JD) and Masters in Business Administration Degrees (MBA).
Publications
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The world’s economies in 2023
How will the world’s major economies fare in 2023? The global growth rate in 2023 is set to reach 2.9%, according to the IMF’s (International Monetary Fund) January update. This represents a decrease from the 3.2% initially forecasted for 2022. This is also a 0.2% increase since October’s IMF update, fuelled mainly by factors such
February 3, 2023 -
Markets last week 31/01/2023
United States The stock market resumed its winning streak, as investors appeared to welcome some encouraging signs that the economy might avoid a recession in 2023. Consumer discretionary stocks performed particularly well, thanks in part to a significant increase in Tesla shares last week following a positive outlook from CEO Elon Musk. Consumer staples, health
January 31, 2023 -
What should you do with your ISA?
What should you do with your ISA if you are leaving the UK? Approximately 30% of adults in the UK hold an ISA account. The number of ISA holders among British expatriates isn’t explicitly known. However, it would be reasonable to assume that the majority have held or still hold such an asset based on
January 31, 2023 -
Boost your state pension by £55k
How you may be able to boost your UK state pension by up to £55,000 In approximately three months, the government’s initiative, which enables individuals (a man born after 5 April 1951 or a woman born after 5 April 1953) to supplement any missing periods in their national insurance history, will end on the 5th
January 26, 2023