Attorneys

*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 D. Schwartz, JD, LLM

SLG – Schwartz Law Group, Inc.
200 Clock Tower Place, Suite E-103
Carmel, CA 93923
Tel. 831-625-6255
Fax. 831-886-1684
Email
vCard

LinkedIn

Practice Areas
Tax Planning
Estates & Trusts
Business
Real Estate

Admissions
State of California Bar
State of Illinois Bar

Education
LLM
 (Taxation), Golden Gate University, School of the Law
JD, Loyola University of Los Angeles, School of the Law
BS (Accounting), Indiana University

Specialization
*Certified Specialist in Taxation Law, The State Bar of California Board of Legal Specialization

“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.

© Schwartz Law Group, Inc. All Rights Reserved. 200 Clock Tower Place, Suite E-103 Carmel, CA 93923

P.O. Box 22650, Carmel, California 93922-0650 | Telephone (831) 625-6255.

ATTORNEY ADVERTISING. Results depend on a number of factors unique to each matter. Prior results do not guarantee a similar outcome.
If you wish to report an accessibility issue, have any questions or need assistance, please contact us at (831) 625-6255.

 

 

 

 

 

 

 

Attorneys

*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.

© Schwartz Law Group, Inc. All Rights Reserved. 200 Clock Tower Place, Suite E-103 Carmel, CA 93923

P.O. Box 22650, Carmel, California 93922-0650 | Telephone (831) 625-6255.

ATTORNEY ADVERTISING. Results depend on a number of factors unique to each matter. Prior results do not guarantee a similar outcome.
If you wish to report an accessibility issue, have any questions or need assistance, please contact us at (831) 625-6255.

Gary D. Schwartz, JD, LLM

SLG – Schwartz Law Group, Inc.
200 Clock Tower Place, Suite E-103
Carmel, CA 93923
Tel. 831-625-6255
Fax. 831-886-1684
Email
vCard

LinkedIn

Practice Areas
Tax Planning
Estates & Trusts
Business
Real Estate

Admissions
State of California Bar
State of Illinois Bar

Education
LLM
 (Taxation), Golden Gate University, School of the Law
JD, Loyola University of Los Angeles, School of the Law
BS (Accounting), Indiana University

Specialization
*Certified Specialist in Taxation Law, The State Bar of California Board of Legal Specialization