Michael S. Schwartz

Partner, Trusts & Estates Co-Chair

Schwartz, Michael

Michael S. Schwartz advises high-net-worth individuals, fiduciaries and family offices on sophisticated private client matters involving trusts and estates, as well as tax and succession planning.

Estate and Tax Planning

Mr. Schwartz's practice focuses on domestic and multijurisdictional estate planning for high-net-worth individuals, extending to all facets of estate, gift and generation-skipping transfer tax planning. Mr. Schwartz also works with his clients to achieve their philanthropic objectives, as well as asset protection considerations. His practice also focuses on succession and governance planning in contemplation of the transition of assets from generation to generation.

Estate and Trust Administration

Mr. Schwartz advises on all phases of estate and trust administration. This also includes representing fiduciaries, including banks and trust companies, and beneficiaries in contested fiduciary matters. He also has extensive experience with gift and estate tax audits.

International Expertise

In addition to complex domestic estate and trust planning and administration matters, Mr. Schwartz is considered one of the leading experts in the field of international estate and trust planning. His clients come from all over the globe, and have complex assets, family considerations and objectives.

Thought Leadership

Mr. Schwartz has been a frequent speaker and contributor to a variety of publications on issues relating to trusts, estates and succession planning. He has been elected as an officer of the Trusts and Estates Section of the New York State Bar Association, where he will serve as Treasurer in 2020; Secretary in 2021; Vice-Chair in 2022 and Chair of the section in 2023. He is also a member of the Board of Directors of the Estate Planning Council of New York City. In addition, Mr. Schwartz is a fellow of the prestigious American College of Trust and Estate Counsel (ACTEC).

Michael S. Schwartz advises high-net-worth individuals, fiduciaries and family offices on sophisticated private client matters involving trusts and estates, as well as tax and succession planning.

Chambers HNW 2019 Michael Schwartz

"Michael is intelligent, detail-oriented and follows up rigorously and responsibly."

Chambers High Net Worth 2019