Michael G. Schwartz

Practice Areas

• Taxation
  • Federal Taxation
    • Business Planning
    • Executive Compensation
    • Financing and Equity Transactions
    • Mergers, Acquisitions, and Divestitures
    • Partnerships, LLCs, Joint Ventures, and S Corporations
    • Real Estate
    • Tax Controversies
• Trusts, Estates, and Wealth Transfer
  • Estate Planning
  • Probate and Trust Administration
  • Probate, Trust, and Fiduciary Litigation
  • Tax-Exempt Organizations

Industries

• Manufacturing
• Restaurants, Food, and Beverage
• Retail and Wholesale Trade

Education

• University of Florida Fredric G. Levin College of Law, LL.M., 1992
• University of Cincinnati College of Law, J.D., 1991
• University of Pennsylvania, Wharton School of Business, B.S., 1988

Bar & Court Admissions

• Ohio

Mr. Schwartz is a partner in the Vorys Cincinnati office and a member of the probate and tax practice group.  He represents individuals and closely-held businesses in all facets of estate and business planning.  His estate planning experience ranges from simple to the most complex estate plans.

Career highlights include:

• Being one of only four attorneys in Ohio certified as a dual specialist by the Ohio State Bar Association in the practice areas of Federal Taxation Law and Estate Planning, Trust and Probate Law
• Serving as outsourced general counsel to several closely-held businesses in a variety of service and manufacturing industries

Mr. Schwartz is a member of the Ohio State Bar Association, the Cincinnati Bar Association and the Cincinnati Estate Planning Council.

Mr. Schwartz is a frequent speaker on advanced estate and business planning topics at professional education seminars, including the Southwest Ohio Tax Institute,  the Advanced Estate Planning Institute and the Midsouth Estate Planning Conference.

Mr. Schwartz received his LL.M. from the University of Florida Fredric G. Levin College of Law, his J.D. from the University of Cincinnati College of Law and his B.S. from the University of Pennsylvania, Wharton School of Business.

Professional and Community Activities

• Cincinnati Estate Planning Council, Board Member, 2006-present
• Cincinnati Bar Association, Board of Trustees, Member, 2001-2004
• Wharton Club of Cincinnati, Past-President, 1995-1996

Honors & Awards

• American College of Trust and Estate Counsel (ACTEC,) Fellow, 2008-present
• The Best Lawyers in America, Tax Law, 2007-2010
• The Best Lawyers in America, Trusts and Estates, 2007-2010
• Ohio Super Lawyers, Closely Held Business, 2004-2006, 2009

News

• Vorys ranked #1 law firm in Ohio on 2010 Best Lawyers in America® list
• 70 Vorys Attorneys Recognized as 2009 Ohio Super Lawyers
• Vorys Attorneys Named on 2009 Best Lawyers in America List
• Vorys Elevates Seven Attorneys to Partner
• Vorys named the "2008 Leading Ohio Law Firm" by Best Lawyers

Events

• 2009 American College of Trust and Estate Counsel Ohio Seminar

Publications

• "Enhanced Scrutiny in a Change of Control Scenario Under Lyondell: Director Actions and the Duty to Act in Good Faith," co-author, Lexis Nexis Corporate and Securities Law Center

• Estate Tax Alert
• Attorney-Client Privilege: Representing Trustees in Ohio