Jonathan A. Schwartz

Jonathan A. Schwartz is a Partner in the firm’s Trusts & Estates and Taxation practice groups and is admitted to practice before the U.S. Tax Court.

He advises individuals and families on sophisticated estate and tax planning, with a particular focus on structures designed around how clients actually create and use their wealth. His practice covers planning for business founders before significant liquidity events, multigenerational real estate families, and clients seeking to transfer appreciating assets to future generations and charitable organizations while limiting income and transfer tax consequences.

His planning also accounts for the family issues that can complicate the transfer of wealth. He has structured succession plans that give future generations a way out of shared family investments and trusts designed to reduce potential conflict between spouses and children in blended families.

After graduating from law school, Jonathan clerked for the Honorable Vito L. Bianco in the New Jersey Tax Court. He is licensed in New Jersey and New York and currently serves on the Board of Trustees of the Jewish Community Foundation of Greater Metrowest New Jersey.

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