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Michael S. Schwartz

Partner

F: (646) 603 3442
Overview Insights News Education and Credentials Recognition and Community

Overview

Michael Schwartz advises high net worth individuals, fiduciaries and family offices on sophisticated private client matters involving trusts and estates, including tax and succession planning. His 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. Michael also assists clients with succession and governance planning in contemplation of the transition of assets from generation to generation.

In addition, Michael advises fiduciaries and beneficiaries on all phases of estate and trust administration. He also has extensive experience with gift and estate tax audits.

Michael is a leading voice in the field of trusts and estates. He has been a frequent speaker, author and contributor to publications on issues relating to trusts, estates and succession planning. He has been ranked as a leading private client lawyer in New York in Chambers HNW* since the inception of its rankings. In 2023, he was elected to serve as Chair of the Trusts and Estates Law Section of the New York State Bar Association, where he has also served as Vice-Chair, Treasurer and Secretary. He was a former member of the Board of Directors of the Estate Planning Council of New York City, where he currently serves as Co-Chair of the International Estate Planning Committee. In addition, Michael is a Fellow of the prestigious American College of Trust and Estate Counsel (ACTEC). He is an Adjunct Professor of Law at Fordham University School of Law in New York City, teaching a class entitled Trusts and Estates Drafting, and is the co-author of the 14th edition of the Practicing Law Institute treatise entitled Stocker on Drawing Wills and Trusts, which is updated annually.

* No aspect of these advertisements has been approved by the highest court of any state. See Awards Methodology.

Insights

News

Education and Credentials

Education
New York University School of Law, J.D., 2007
University of Illinois, B.A., 2004
Admissions
State of New York
U.S. District Court, Southern District of New York
U.S. Tax Court
Affiliations
New York State Bar Association, Trusts and Estates Section, Chair, 2023; Vice-Chair, 2022; Secretary, 2021; Treasurer, 2020; First District Representative, 2019; Chair of the Estate and Trust Administration Committee, 2017-2018
Estate Planning Council of New York City, International Estate Planning Committee, Co-Chair, 2022-2023; Board of Directors, 2019-2022
American College of Trust and Estate Counsel (ACTEC), Fellow
Society of Trust and Estate Practitioners (STEP)

Recognition and Community

Recognition

Chosen for inclusion in Chambers HNW Guide (Chambers & Partners) as a leading lawyer for wealthy individuals and families in New York, 2019-2022

Recipient of the Trusts and Estates Distinguished Author Award, 2017

No aspect of these advertisements has been approved by the highest court of any state. See Awards Methodology.

Community

Fordham University School of Law, Adjunct Professor