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Marianna Schwartsman

Estate planning Attorney at Brooklyn, NY

5.0   47 reviews
  • Licensed for 16 years
    State NY
    Acquired 2008
    Status
    Due to Register within 30 Days of Birthday No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Marianna

Learn Marianna’s areas of practice.

5
Practice areas
  1. Estate planning
    20%
    Planning for high net worth individuals; planning for families; asset protection; planning for entrepreneurs; planning for pre-IPO; planning for sale of business or divestiture of business interest; planning for families; planning for artists/ IP

    17 years

  2. Trusts
    20%
    Drafting trusts for grantors; asset protection trusts; supplemental needs trusts; trusts for pets; trusts for spouses; qualifies domestic trusts for spouses who are not citizens; marital trusts; credit shelter trusts; fiduciary representation

    17 years

  3. Business
    10%
    Business succession planning; divestiture of business interests; planning for retirement; planning for inter-generational businesses; planning for family partnerships;planning for sub-chapter S owners; creating and amending operating agreements

    17 years

  4. Partnership
    10%
    Operating agreement; transfers of shares / interests between partners; buyouts; planning for exit; planning for closely held businesses; planning for death of partners; succession planning; distributions; partnership freezes

    8 years

  5. Probate
    10%
    Court filing of Wills; probate proceedings; administration proceedings; administration c.t.a. proceedings; contested probate; inventory preparation; preliminary letters of administration;

    17 years

  6. Wills and living wills
    10%
    Drafting Wills and last directives; probate of Wills; pour-over Wills; trusts created under Wills; appointment of guardians under Wills

    17 years

  7. Elder law
    5%
    Planning for loss of capacity; preventing elder abuse; planning for succession of business interests; planning for retention of financial interests and retention of business control for elder population; powers of attorney; health care proxies

    17 years

  8. International law
    5%
    Planning for cross-border citizens; planning for purchase of real estate in the US by nonresident aliens; planing for cross-border marriages; foreign trusts; streamline disclosure; FBARs; foreign income amnesty programs

    17 years

  9. Marriage and prenuptials
    5%
    Drafting trusts for marital planning

    8 years

  10. Tax
    5%
    Tax effective methods of transfer of property; transfer taxes; gifts; estate taxes; generation-skipping transfer taxes; planning for pass-through entities

    14 years

Marianna Schwartsman is the principle of the Firm. Prior to starting her own private practice, Marianna practiced law at the New York City law firm of Katten Muchin Rosenman LLP and the Long Island law firm of Meltzer Lippe Goldstein and Breitstone LLP, where she focused her practice in the trusts and estates area of law. She focused on estates and trusts administration, domestic and international estate planning, sophisticated domestic and international taxation, and asset preservation. She advised CEOs of major corporations, high net worth individuals, multinational businesses, families, business owners, artists, entrepreneurs and charitable organizations.

Marianna continues to practice in all aspects of personal representation of individuals, families, and businesses, as well as representation of fiduciaries. She successfully administers estates of significant volume and complexity, starting with probate and through all the post-mortem tax elections and allocations and distributions. Marianna specializes in advising fiduciaries and families through all stages of estates and trusts administration.

As a planner, Marianna works with families and individuals who own a great variety of assets such as art, intellectual property and significant real estate and business holdings in the United States and abroad. Marianna serves as personal and family adviser in connection with business, management, philanthropic and related personal goals for her clients. Marianna counsels clients on estate planning opportunities that arise in connection with both the formation and sale of closely held businesses. Marianna’s practice successfully balances intra-generational dynamics in families with efficient tax, business and charitable/philanthropic planning. She has particular experience advising clients in business and family disputes. Marianna advises clients on cross-border planning, including gifting, income and estate planning, and other issues for cross-border families and multi-jurisdictional citizens and trusts. Marianna helped many clients to come forward and become compliant under the offshore voluntary disclosure program with the Internal Revenue Service.

In her practice, Marianna works with nonprofit entities, advises such entities on tax compliance and has obtained tax-exempt status for them. Marianna also advises founders and managers of not-for-profit entities regarding formation, administration, compliance, transfer of assets and dissolution with a particular focus on private foundation issues.

Marianna is a 2007 graduate of Fordham University School of Law, Summa Cum Laude, and is admitted to practice in New York.

Marianna is fluent in Russian. She is active in community affairs, especially with respect to raising funds and awareness for the arts programs, enrichment and education of children in public schools in New York.

Photos and videos

Location

Schwartsman Law Group, PLLC
4121 18th Avenue
Brooklyn, NY, 11218
Schwartsman Law Group, PLLC
590 Madison Avenue
21st Floor
New York, NY, 10022
Schwartsman Law Group, PLLC
1129 Northern Blvd
#404
Manhasset, NY, 11030
Schwartsman Law Group, PLLC
118-35 Queens Blvd
#400
Forest Hills, NY, 11375
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Reviews

5.0 / 5.0
  47 customer reviews
5 Star
 
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Posted by Vadim | January 7, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Very happy with the lawyer!
Me and my wife needed a legal help for our estate planning purposes. So we have decided to choose Marianna Schwartsman at Schwartsman Law Group. She did what we needed and did it very professionally. She have answered all the questions we asked. Plus she was very nice and friendly with. We are very happy with this firm. Would recommend to our friends. Thank you. Vadim
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Posted by Collin Morgan | January 6, 2020
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Recommend!
I had the pleasure of working with Marianna after the death of my mom. It was a difficult time, and I appreciated Marianna’s thoughtful counsel and excellent guidance throughout that period. The entire process went very smoothly. Each step along the way was clearly explained. Recommend! I had the pleasure of working with Marianna after the death of my mom. It was a difficult time, and I appreciated Marianna’s thoughtful counsel and excellent guidance throughout that period. The entire process went very smoothly. Each step along the way was clearly explained. Recommend!
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Posted by Damian Greer | December 30, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Marianna Schwartsman was great to work with
Marianna Schwartsman was great to work with. She helped us feel comfortable understanding the different options. She also made sure we were taken care of. She responded very quickly and was always available when we had questions
Posted by Dayna Booth | December 26, 2019
This review is from a person who hired this attorney.
| Hired Attorney
I highly recommend Marianna Schwartsman!
I had Marianna put together my will, asset protection and some other documents. Sheis very personable and doesn't try to push one product over another. She was great with explaining my options for what I was trying to accomplish. Marianna’s fees are also very reasonable. Glad I was able to find her
Posted by Emmy Daniel | December 24, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Thanks to Marianna Schwartsman!
My husband and I knew what we wanted for our future, Schwatsman Law helped us file the correct paperwork and write up our wishes. It’s never fun to do, but it is a comfort to know our children will be taken care of. Also, our paperwork is complete for our two daughters to take care of whatever our needs may be. I highly recommend Marianna, as she is a pleasure to work with and very knowledgeable
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Posted by Felicia | December 23, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Thanks for everything Marianna!
Mrs. Schwatrsman was wonderful to work with. She was very sensitive to all our family's planning needs and provided our family the documents that fit our planning needs well within her promised deadline. Great professional service which made it an easy decision to hire her for everything that our family will need!! Thanks again for everything Marianna!
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Posted by Barry O'Neal | December 4, 2019
This review is from a person who hired this attorney.
| Hired Attorney
We recommend her to everyone!
We are very thankful for Mrs. Schwatsman’s work on our behalf. She has done wills and trusts for us. Everything has been done well, and very much to our satisfaction. We recommend her and her staff to everyone
Posted by Gerard | December 2, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Thank you Marianna!!
It has been a pleasure to work with Marianna Schwartsman for the past two years. We recommend her to any of our colleagues or clients who may be looking for a good, reputable attorney and always get great feedback from them after their dealings with her. Her experience, honesty, and efficiency are beyond reproach! I highly recommend Schwartsman Law Group! Thank you Marianna!!
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Posted by Mary Lane | November 25, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Thanks!
Mrs. Schwartsman helped us set up our estate planning documents. She made it quick, easy, and painless. Surprisingly affordable as well! We waited until a little late and She went out of her way to make our business a priority ahead of our first child being born - we got it done with just a few days to spare. Having all our documents in order is a relief. Thanks!
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Posted by Leonard Floyd | November 22, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Perfect job!
I highly recommend Schwartsman Law Group. Mrs. Schwartsman and her staff are totally knowledgeable, professional, and thorough. I did my estate planning and trust work her and everything was accomplished perfectly
Posted by Beverly Shields | November 18, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent work!
The attorneys in this law firm are dedicated and hardworking. Marianna was the one who attended to me and helped me with the marital protection process. She put in her best to make sure everything worked out well. Keep up the excellent work!
Posted by Patricia Boone | November 7, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Thanks to Marianna Schwartsman!
Thanks to Marianna for all her help with my asset protection. The first time we met, I was nervous, but she assured me that everything will be fine. She's highly professional and honest. Everything went well, and I'm super grateful. 100 percent reliable
Posted by Silvia | November 1, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Perfect service!
Marianna Schwartzman did a great job for me helping with the living trust. Everything went so smoothly and easy. The perfect approach to the service
Posted by Blaise | October 28, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent service!
Excellent service. This team was very helpful and professional. Marianna Schwartsman went above and beyond for me. I could barely imagine, it would be so easy to deal with estate planning in Manhattan
Posted by George | October 25, 2019
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
I trust Marianna Schwartsman!
This law firm is exceptional. Marianna is a person of integrity, highly professional, and smart. She provided legal advice and guidance for estate planning and helped me make the right decisions. I'm delighted.100 percent trusted!
Posted by Alison | October 22, 2019
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
I highly recommend this firm
The attorneys here provide excellent services. With a free consultation, I was able to meet with Marianna to get the information and helped I need. Thanks to her and the fantastic staff. The process went well, and I now have asset protection
Posted by Justin | October 18, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Simply an amazing attorney in her field
We as in my brother recently lost her mother of which we had to deal with probate, not fun by any stretch. However Marianna allowed us to focus on the after death process by handling as much as she could for us. Marianna processed everything smoothly and kept it as simple as possible when explaining to my brother and I. Marianna expressed a great deal of compassion, professionalism and understanding. Marianna alwasy returned calls most often communixstion right away or same day and it didn't matter she is on a train a bus, at her desk or about to walk out of court. I have been dealing with attorneys for 15 years not in this field but never found an ESQ that made their client assured like she did. I would recommend her to anyone that is dealing with the situation like mine.
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Posted by INNA | October 18, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Great Job!!!!
Dear Marianna! Thank you for your help and kind attention! I was trying for a long time to find a an attorney who could help me with putting together a special needs trust. I am so happy that we were able to work with you! Your kind attention, your knowledge, your support help us tremendously. Now I can have a peace of mind knowing that person in need is protected. Thank you!
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Posted by Spencer | October 8, 2019
This review is from a person who hired this attorney.
| Hired Attorney
I highly recommend Marianna Schwartsman!
I contacted the Schwartsman Law Group concerning my company’s papers. They checked all the docs within 2 hours and corrected all the mistakes we had. Many thanks to Marianna Schwartsman! They have an individual approach to the client for sure. Very polite staff. If you need help with legal services, then contact Schwartsman Law Group
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Posted by Roman | October 3, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Thanks
I love Marianna Schwartsman always to handle my real estate issues, she is never in a rush and always gets the job done. This law firm and her attorneys have remained a real blessing to me; they are the reason I am still in business, thanks
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Cost

Rates
  • Free Consultation 60 minutes
  • Hourly Rates $ 425-425 per hour
  • Retainer Sometimes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 8.7 (Excellent)

Work Experience

  • Managing Partner
  • Schwartsman Law Group, PLLC
  • 2019 - Present
  • Of Counsel
  • Meltzer Lippe Goldstein & Breitstone
  • 2016 - Present
  • Associate
  • Katten Muchin Rosenman, LLP
  • 2007 - 2016

Education

  • Fordham University School of Law
  • JD - Juris Doctor
  • 2007
  • City University of New York, Hunter College
  • BA - Bachelor of Arts
  • 1999

Associations

  • American Bar Association
  • 2016 - Present
  • New York State Bar Association
  • 2007 - Present
  • New York County Lawyers' Association
  • 2007 - Present

Languages Spoken

  • English
  • Russian

Honors and Awards

  • Client Champion Award- Gold
  • Martindale-Hubbell
  • 2019

Publications

  • JD Supra
  • 2015 Year-End Estate Planning Advisory
  • 2015
  • JD Supra
  • Eight Key Estate Planning Opportunities Arising from the Supreme Court's Decision on Same-Sex Marriage
  • 2015
  • JD Supra
  • 2014 Year-End Estate Planning Advisory
  • 2014

Speaking Engagements

  • Asset Protection, CLE Event
  • Asset Protection
  • 2019
  • Anatomy of a Trust
  • Anatomy of a Trust
  • 2019

Attorney endorsements

Received (3)
Given (1)
Endorse Marianna
Probate Attorney | May 15
Relationship: Worked together on matter
"I endorse this lawyer. Mariana is a professional, highly knowledgeable and compassionate attorney."
Business Attorney | Apr 10
Relationship: Opposing Counsel on matter
"I endorse this lawyer."
Estate planning Attorney | Mar 07
Relationship: Worked together on matter
"I endorse this lawyer."