Practice Areas

Attorney Steven J. Schwartz concentrates his practice in the areas of family business planning, mergers and acquisitions, corporate law, and estate planning. Steve’s practice involves representation of principals in family business planning (including exit planning for business owners), representation of individuals and corporations in the purchase and sale of business enterprises, strategic planning for the future of clients’ businesses, and providing advice as to alternatives in financing through loans and venture capital.


Boston University, J. D., 1966
Accounting, Babson College, B. S. B. A., 1963


1967, Massachusetts
1984, New York


Hampden County and Massachusetts Bar Associations
New York State Bar Association


Best Lawyers® in America, 2013, 2014
Shareholder, since 1969, Shatz, Schwartz and Fentin, P.C.
Massachusetts Super Lawyers,  2004 – 2005, 2007 – 2009, 2011 – 2012 – 2013
Martindale-Hubbell Rated: AV
Staff attorney, Neighborhood Legal Services, Inc., of Springfield, 1967-1969


“A Primer on the ESOP”
“Eight Alternatives to Transfer Your Business”
Exit Planning Strategies”
“Corporate Cross Guarantees – Risks for a Bank”
“Closely Held Business Issues”
“Succession Planning”
“Transitional Planning”
“Family Succession Checklist for the Credit Department”
“Maintaining your Partnership with your Lender”
“How Should a Bank Deal with a Limited Liability Company as a Borrower”

Professional and Community Activities:

The William J. Gould Associates, Inc. (Gould Farm –  a residential therapeutic community), Director, Executive Vice President and Chairperson, Governance Committee, Executive Committee
The Pioneer Valley Council Boy Scouts of America, Executive Committee and Board of Directors
The Berkshire Hatchery Foundation – is the only volunteer-run hatchery in the nation. The hatchery works in cooperation with the U.S. Fish & Wildlife Service to support research and development of fish species and health, Member of the Board of Directors
Attorneys for Family-Held Enterprises (AFHE), Member
Family Firm Institute (FFI), Member
Springfield Technical Community College, major gifts campaign, steering committee, Member
World Affairs Council, Inc., former Member of the Board of Directors
Parents Fund, Rhode Island School of Design, Founder and former Chairperson
Institutional Advancement Committee, Rhode Island School of Design, former Member
Western New England Enterprise Forum, former President
Springfield Tax Club, former President
Urban League, former Director
Jewish Community Center, former Director
South End Community Center, former Vice President and Director

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