Jeffrey N. Schwartz
  1. Partner

As a partner in Davis Polk’s Trusts and Estates Department, Mr. Schwartz counsels individuals, professional fiduciaries and financial institutions on matters relating to estate planning, charitable giving and the administration of trusts and estates. In addition to advising high-net-worth individuals on tax matters, the operation of private foundations and estate planning in general, including in connection with the formation of private investment funds and the gifting of “carried interests” in such funds, Mr. Schwartz also advises financial institutions such as JPMorgan Chase in connection with their personal trust services businesses.

Of Note

Past Membership
  • Member, Committee on Estate and Gift Taxation, New York City Bar Association, (2014- 2017)
  • Served on the Executive Committee of Tax Section, New York State Bar Association
  • Co-Chair, Committee on Estates and Trusts of Tax Section, New York State Bar Association, 2002-2010
  • Member, Trusts, Estates and Surrogate’s Courts Committee, New York City Bar Association, 2004-2007, 2011-2013

Professional History

  • Partner, 2000-present
  • Associate, 1991-2000

Articles and Books

Bar Admissions

  • State of New York

Education

  • A.B., University of Michigan, 1988
    • with high distinction
  • J.D., Harvard Law School, 1991
    • magna cum laude