Scott Swain

Practice Areas

Scott Swain is Chair of the Tax Practice and Trust & Estates Practice. His clients consist of high-net-worth individuals, business owners, public and private charities, and fiduciaries of large trusts and estates. He provides legal services in all facets of tax and estate planning, probate and trust administration, business entity structure and formation, asset protection, and charitable giving.

Mr. Swain’s estate planning practice includes tax-efficient estate plans, wills, trusts, marital agreements and powers of attorney. He focuses on sophisticated gift, estate and generation skipping transfer tax planning techniques to minimize taxes on transfers of wealth from one generation to the next. He also assists with asset protection strategies and establishing and operating private foundations, donor-advised funds and other charitable giving vehicles. Mr. Swain represents personal representatives, trustees, beneficiaries and creditors in probate court proceedings, as well as unsupervised trust and estate administrators.

Mr. Swain’s practice also involves federal and local tax law. He assists high-net-worth clients in income and transfer tax planning, and preparing and defending audits of federal estate tax, gift tax, and generation-skipping transfer tax returns. He assists closely held business owners in succession planning and ownership structures to facilitate tax planning and smooth transition of business ownership.