Steven J. Schwartz

Steven J. Schwartz

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Professional Background

Professional Vision

Founding Attorney Steven J. Schwartz, a resident of Monterey, concentrates his practice in the areas of family business planning, mergers and acquisitions, corporate law and estate planning. His 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. Attorney Schwartz is a graduate of Boston University Law School (1966) and Babson College (1963). Regularly selected to both the Super Lawyers and The Best Lawyers in America© lists, he is known as a veteran and leader of the law.

Education

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

Highlights

Bar Associations

  • 1967, Massachusetts
  • 1984, New York

Admitted to Practice

  • Massachusetts
  • New York

Honors and Awards

  • The Best Lawyers in America©, 2013–2021
  • Massachusetts Super Lawyers, 2004, 2005, 2007, 2008, 2009, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020
  • Community Foundation Award

Publications

  • “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?”

Community Activities

  • The William J. Gould Associates, Inc. (Gould Farm – a residential therapeutic community)
  • The Berkshire Hatchery Foundation, member of the Board of Directors – the hatchery works in cooperation with the U.S. Fish & Wildlife Service to support research and development of fish species and health
  • Attorneys for Family-Held Enterprises (AFHE), Member
  • Family Firm Institute (FFI), former member
  • Springfield Technical Community College, major gifts campaign, steering committee, former member
  • The Pioneer Valley Council Boy Scouts of America, member of the Advisory Board, former Executive Vice President on the Board of Directors
  • 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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