About Whitney M. Schwartz

Whitney M. Schwartz concentrates her practice on estate and gift tax planning, trust administration, and probate. She advises high-net-worth individuals and families regarding tax-efficient transfers so that they may preserve family wealth. Whitney has experience drafting a wide range of trusts, including revocable living trusts, defective grantor trusts, irrevocable life insurance trusts and charitable trusts. Additionally, she is experienced in all aspects of trust administration, business succession planning and the probate process. She is certified by The State Bar of California Board of Legal Specialization as a specialist in Estate Planning, Trust and Probate Law.

Planning for tomorrow brings peace of mind today

Whitney has the ability to explain complex issues in simple terms. She finds that clients who may be overwhelmed at the prospect of estate planning end up finding the entire process far easier than they anticipated.

Whitney advises high-net-worth individuals and families regarding tax-efficient transfers so that they may preserve family wealth.

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Practice Focus

  • Private wealth
  • Transactional tax planning