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Robert D. Schwartz, Esq., CPA

Mr. Schwartz is both an Attorney and a Certified Public Accountant. He practices in the areas of estate planning and administration, as well as in real estate.  By combining his legal and financial knowledge, Mr. Schwartz is able to provide a high quality of service to his clients, and is well suited in matching his clients' overall goals and objectives with the appropriate planning techniques.

Since establishing his firm in 1996, Mr. Schwartz has prepared over five thousand Revocable Trusts for his clients.  Mr. Schwartz also has experience with some of the more complicated estate planning techniques, such as setting up Irrevocable Life Insurance Trusts, Generations Skipping Tax Planning and Family Limited Partnerships.

Finally, Mr. Schwartz has been instrumental in guiding his clients through the tasks associated with estate and trust administration after the death of a loved one.  His many years of experience allow him to serve as both an advisor and a partner during difficult times.

A native of Florida, Mr. Schwartz lives in Palm Beach County with his wife and three children.

  • Attorney at Law
  • Certified Public Accountant
  • Graduated with Honors from University of Florida Levin College of Law
  • Graduated cum laude from Florida State University
  • Member of the Taxation, Real Property, and Probate section of the Florida Bar
  • Member of the Elder Law section of the Florida Bar
  • National Speaker on Estate Planning
  

ROBERT D. SCHWARTZ
Attorney at Law and Certified Public Accountant


Trusts can play a crucial role in ensuring that your life savings is passed on properly. Trusts serve a wide range of purposes and their benefits include:

  • Avoiding the probate process;
  • Assuring privacy;
  • Providing for those that require care, such as minors and those with special needs and even yourself if you are incapacitated;
  • Ensuring your legacy is properly managed;
  • Providing personal and financial safeguards for family and other beneficiaries;

AT OUR FIRM


Personal attention and care is an important feature of the service attorney Robert Schwartz provides to his clients. You will work directly with him to determine if a trust or a combination of several types of trusts in your estate plan will meet your needs and goals. His commitment is to help you design a strategy that is right for you and your family.

Many types of trusts exist. Each type has different features designed to meet the needs of different people. As your attorney, Robert Schwartz can assist you with all types of trusts both revocable and irrevocable, including:

  • Revocable Living Trusts
  • Charitable Trusts
  • Miller (Special Needs) Trusts
  • Irrevocable Life Insurance Trusts
  • Qualified Residence Trusts
     

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