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Overview

Rosie Schwarz focuses her practice on estate planning, administration and related tax matters. Rosie advises high net worth clients on gift and estate tax planning, trust administration and business succession. Her work includes drafting trusts, wills and other estate planning documents; structuring and executing tax-efficient gifts; and managing the administration of decedent's estates.

Credentials

Education

  • University of California at Davis School of Law, J.D., Order of the Coif, Above the Line Editor, UC Davis Business Law Journal
  • University of California, Davis, B.A., Highest Honors

Bar Admissions

  • California

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