Tax planning

Maximizing Your Financial Well-Being

At Schwartsman Law Group, we understand that effective tax planning is a cornerstone of sound financial management. Our dedicated team of legal professionals specializes in comprehensive tax planning services, offering strategic guidance to optimize your tax position and preserve your wealth.

Foreign Estates

Navigating the tax implications of foreign estates requires specialized expertise. Our experienced attorneys assist you in understanding and managing tax obligations related to foreign estate holdings.

Foreign Trusts

We provide guidance on the complex tax considerations associated with foreign trusts, ensuring compliance with U.S. tax laws while maximizing benefits.

Non-Resident Aliens

For non-resident aliens with U.S. assets, our team offers expert advice on minimizing tax exposure while navigating the intricacies of U.S. tax regulations.

Cross-Border Marriages

Cross-border marriages introduce unique tax considerations. We help couples with international ties navigate tax implications and plan strategically for their financial future.

Estate and Gift Taxes

Our tax planning services include in-depth strategies for minimizing estate and gift taxes, ensuring that your assets are preserved for future generations.

LLCs and Partnerships

For business owners, proper tax planning for limited liability companies (LLCs) and partnerships is essential. We assist in optimizing tax structures to align with your business goals.

How We Can Assist You

Expert Tax Knowledge - Our attorneys possess a deep understanding of U.S. and international tax laws, providing you with comprehensive and informed guidance.
Tailored Strategies - We create customized tax plans that consider your unique financial situation, goals, and international factors.
Compliance and Reporting - We ensure full compliance with tax laws and reporting requirements, helping you avoid potential pitfalls.
Tax Optimization - Our goal is to minimize your tax liability while maximizing your financial well-being, enabling you to retain more of your hard-earned assets.
Tax planning

Why Choose Us

  1. Proven Expertise: Our team’s extensive experience in tax planning equips us to handle even the most complex tax situations.

  2. Global Perspective: We possess a global perspective on tax matters, allowing us to provide guidance that transcends borders.

  3. Results-Oriented Approach: Our focus is on achieving tangible results that enhance your financial security and prosperity.

  4. Client-Centered: We prioritize your needs, providing personalized solutions that align with your goals and aspirations.

Secure Your Financial Future

Tax planning is a critical component of financial success. Contact Schwartsman Law Group today to schedule a consultation and learn how our tax planning services, including foreign estates, foreign trusts, non-resident aliens, cross-border marriages, estate and gift taxes, and LLCs/partnerships, can provide you with peace of mind and confidence in your financial future. Your financial well-being is our priority, and we’re committed to helping you navigate the complexities of taxation with expertise and diligence.

Legal Solutions for Lasting Security.

Assets protection planning
Your Assets, Our Priority.

Your Trusted Advisors in Comprehensive Trusts and Estates Services

At Schwartsman Law Group, we take pride in being your dedicated partners, committed to securing your legacy and guiding you through the intricacies of trusts and estates law. Contact us today to embark on a journey of comprehensive and personalized legal solutions that reflect your unique needs and aspirations.

Client Testimonials

Read amazing things past clients have said about the team at Schwartsman Law Group
Evan Marmer
Evan Marmer
1 September 2023
Marianna and her associates are extremely knowledgeable in handling and setting up special needs trusts for people who receive SSI or Medicaid or both.
chris Sklavounakis
chris Sklavounakis
23 August 2023
Marianna is very knowledgeable on estate matters. She was great at understanding my personal needs and tailored the trust to reflect them. She also took the time to explain various trust provisions. I would highly recommend her for all estate needs.
Millie Yee
Millie Yee
21 August 2023
Marianna helped my mother set up a trust. She and her team are professional, courteous and truly caring. She knows her stuff and you are in great hands! Would definitely recommend her services!
Michael A. Vaynshteyn
Michael A. Vaynshteyn
19 August 2023
I had the pleasure of working with Marianna at Schwartsman Law Group, and I can't express enough how incredibly impressed I am with her dedication, expertise, and overall commitment to providing exceptional legal services. From the very beginning of my case, Marianna demonstrated an unparalleled level of professionalism and genuine care. Marianna's knowledge of the law is truly remarkable. She possesses a deep understanding of intricate legal matters, and her ability to explain complex concepts in a clear and concise manner was instrumental in helping me grasp the details of my case. Her attention to detail and thorough research were evident in every aspect of her work, ensuring that nothing was overlooked. Thank you, Marianna, and thank you, Schwartsman Law Group, for providing a truly outstanding legal experience!
Jackie Mays
Jackie Mays
18 August 2023
Marianna is not only an EXCELLENT lawyer but truly cares about her clients. She handled by uncles' estate and not only was she professional but a truly caring person. Everything was handled perfectly! I would highly recommend her, if you need a GREAT attorney, she is it!! Thank you!
Olga Averin
Olga Averin
18 August 2023
I have worked professionally with Marianna for over 10 years. I admire her professionalism, attention to details, responsiveness and courtesy. Marianna is one of the best trust & estate lawyers I worked with. I highly recommend her for anyone who needs assistance in the trust and estate area.
Gregory P.
Gregory P.
18 August 2023
My previous attorney worked diligently on my case for over a year. We reached a point where I needed a stronger, more knowledgeable attorney to represent me. Suffice to say, Marianna Schwartzman was recommended to me by my first attorney, and I knew it was a good fit from the moment we met. In a very short time since Marianna took over my case, very important legal matters are being addressed. My goal is to achieve resolution of my case, and with Marianna being at the helm, it gives me confidence that my case will reach a positive result. In conclusion, if you're looking for a highly knowledgeable, no nonsense attorney to fight for your case, you will not be disappointed in hiring Marianna Schwartzman Law Group. Sincerely yours. G.
Maria Hernandez
Maria Hernandez
17 August 2023
Marianna Schwartsman, is the person you want on your corner, she is the best! She is professional, knowledgeable, passionate and caring; 5 starts are not enough to rate her. I highly recommend her.
Selena Bee
Selena Bee
9 June 2023
Marianna is an excellent choice for your trust and estate needs. She helped me through the probate process when my husband passed away. I'm so grateful to have had her representation during this time. Marianna absolutely knows her stuff and is a true professional. I have no reservations recommending Marianna Schwartsman for your trust and estate needs.