Marianna Schwartsman is the principal 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.