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Probate; Wills, Trusts and Estate Planning; Income and Estate Tax
Click here to email Allan Schwartz
Credentials
PERSONAL INFORMATION
- Born Brooklyn, New York, December 26, 1945
PROFESSIONAL EXPERIENCE
- Attorney, United States Department of the Treasury,
Internal Revenue Service, 1973-1979
- Graham, Hodge, Larson and Hume, P.A.
Fort Lauderdale, Florida
- Baskin and Sears, P.A. (Shareholder)
Boca Raton, Florida
- Baskin and Steingut, P.A. (Shareholder)
Boca Raton, Florida
EDUCATION
- Queens College (B.A. 1967)
- St. John's University (J.D., 1972)
- University of Miami (L.L.M., in Taxation, 1973)
PROFESSIONAL AFFILIATIONS
- The Florida Bar
- American Bar Association (Member, Taxation Section)
- American Jewish League
BAR ADMISSIONS
- Admitted to Florida 1973
- Florida U.S. District Court, Southern District of Florida
- U.S. Tax Court (1979)
REPRESENTATIVE CLIENTS
- Guest lecturer for various securities brokerage firms and life insurance companies including Smith Barney, Merrill Lynch,
Manual Life, Financial and Allianz Life.
- Representation of Estates involving negotiations with the Internal Revenue Service and in matters of contested Wills and
Trusts.
- Extensive experience in income and estate planning as well as creditor planning involving significant multimillion dollar
estates and for high wealth individuals.
PERSONAL INTERESTS
- Avid Sports Enthusiast
- Music and Theater
- Money Management
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