Derek Schwartz

Biography

Derek A. Schwartz concentrates his practice in areas of wealth preservation, estate planning, wills and trusts, asset protection, probate and the tax and business legal needs of professionals. Derek earned his bachelor degree in accounting from Emory University and his law degree from the University of Florida Levin College of Law. At the University of Florida, Derek served as a tax editor to the Florida Tax Review and was a member of the Florida Law Review. Formerly associated with the law firms of Holland & Knight, LLP and Greenberg Traurig. Derek also focuses on the drafting and implementation of limited liability companies, foundations, family limited partnerships as well as the design and effectuation of tax favored and asset enhancement strategies.

Practice Areas
  • Estate Planning
  • Asset Protection Planning
  • Discretionary Self-Settled Spendthrift Trust Planning
  • Domestic and Foreign Entity and Trust Planning
  • Pre and Post Marital Planning
  • Probate, Trust and Guardianship Administration
  • Income Tax Planning
  • Fiduciary Estate/Gift/GST Tax Return Preparation
  • Business Succession Planning and Corporate Formations
  • Real Estate Sale and Investment Transactions
  • Title Insurance
EDUCATION

J.D., University of Florida College of Law, Gainesville, Florida

B.A., Emory University
Major: Accounting

JURISDICTIONS ADMITTED TO PRACTICE

Florida

PAST EMPLOYMENT POSITIONS
  • Greenberg Traurig, P.A.
  • Holland & Knight LLP
  • Shutts & Bowen LLP