Benjamin Michael Schwartz

Michaels financial services career spanned over a decade with the Banks National Estate Tax Division entirely concentrated in estate, gift and GST tax compliance, post-mortem planning and implementing lawful techniques to minimize the transfer taxes and fiduciary income taxes for the Banks high and ultra-high net worth relationships. During his accomplished trust banking tenure, Michael served as the senior post-mortem estate planner and the internal primary resource for the Banks Southeast region. He frequently lectured on technical topics to an array of audiences, and he authored articles on estate planning and tax concepts. Prior to joining Wells Fargo Bank (formerly Wachovia Bank), Michael worked at several Florida law firms in the capacity of attorney and legal clerk. He has represented clients in regard to probate, estate planning, transfer taxes, asset protection, philanthropic planning and retirement planning. Michael earned his Master of Laws (LL. M) in Estate Planning from the University of Miami School of Law. Michael also received his Juris Doctor from St. Thomas University School of Law and his Bachelor of Arts from the University of Florida. Michael is licensed to practice law in Florida. He is a member of the Florida Bar, the Estate Planning Council of Broward County, the Florida Bars Real Property, Probate and Trust Law Section, the Florida Bars Tax Section, Congregation Kol Tikvah, and Wealth Counsel. As a native of South Florida, Michael resides in Parkland, Florida. He is actively involved in his community. He is an avid collegiate and professional sports fan, and enjoys spending time watching his children sing, dance, play basketball and soccer. You can find Michael on Linked In @michaelschwartz.