*Tax Specialist certified by the State Bar of California Board of Legal Specialization
Gary D. Schwartz, JD, LLM has over thirty years of experience in tax planning for individuals, corporations, partnerships, and limited liability companies. He is able to create asset protection plans that include charitable trusts, foundations and other tax exempt entities as well as real estate trusts and real estate assets. His employment at two of the largest law firms in California and the United States, as well as a partnership at a well-known Illinois law firm and as outside legal counsel to Bank Trust departments, provides practiced experience in taxation and estate planning.
"Gary has extensive legal and tax experience with sophisticated estate plans and complex business transactions."
Gary's work in complex business transactions, including the acquisition, licensing, and development of FCC regulated cellular phone companies in Florida and Alaska; the permitting, acquisition and sale of FCC registered television stations in California, Idaho, and Oregon, and major real estate developments in Orange County and Monterey County, California provides practical experience in the legal aspects of complicated business transactions.
By representing Fortune 500 executives and other business professionals, including doctors, dentists, attorneys and celebrities, Gary has one of the most sophisticated tax practices and clientele in the Monterey, California area.
Prior to attaining his law license, Gary developed extensive management and transactional experience as a contact administrator and price analyst for the United States Air Force at Rockwell International in Anaheim, California, while working on the F-111 and the Minuteman Programs, which involved contracts worth tens of millions of dollars. He was awarded the Air Force Commendation Medal for Meritorious Service.