Martin A. Schwab

Partner at Bond, Schoeneck & King

Martin concentrates his practice in estate planning and the administration of estates and trusts with emphasis in related tax matters.

His estate planning practice includes the use of revocable trusts, life insurance trusts, charitable remainder trusts and other trusts designed to save estate taxes.

Martin has experience in the administration and settlement of a wide range of estates including estate accountings and Surrogate's Court proceedings relating to accountings. His practice includes estate planning for individuals with large pension, profit sharing and IRA accounts including strategies designed to maximize the deferral of income taxes imposed on those assets. It also involves estate planning for closely held business owners as well as litigation involving trusts and estates.

Martin is also experienced in personal income tax compliance and planning and asset protection planning. He is a certified public accountant.

Timeline

  • Partner

    Current role

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