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Jeffrey N. Schwartz
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

  • NYC Bar Association, Committee on Estate and Gift Taxation
    Report on the Section 2704 Proposed Regulations
  • NYC Bar Association, Committee on Estate and Gift Taxation: Memorandum in response to New Nork State Department of Taxation and Finance Technical Memorandum TSB-M-15(4)(M)
    Suggesting Modifications to Guidance Regarding Treatment for New York Estate Tax Purposes of Certain Deductions Allowable for Federal Estate Tax Purposes
  • NYSBA Tax Section: Memorandum Report 1299
    Report Regarding Throwback Tax Proposal Contained in Revenue Article VII, Part I of the 2014-15 New York State Executive Budget

Contact

  • 450 Lexington Avenue
    New York, NY
    10017
    P: +1 212 450 4957
    F: +1 212 701 5957

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