Woburn MASSACHUSETTS

ABOUT Ryan J. Swartz

Ryan advises individuals and families regarding various estate planning matters, including estate, gift, income and generation skipping transfer tax strategies. He advises fiduciaries in conservatorship, probate and trust administration matters. Ryan also counsels individuals and business owners regarding business succession planning and various asset protection techniques, including limited liability companies, asset protection trusts, and irrevocable Medicaid trusts.

Ryan completed a Judicial Clerkship with the Massachusetts Superior Court (2003-2004). He received his J.D., cum laude, from Suffolk University Law School (2003) and his B.A., cum laude, from the University of Massachusetts, Amherst (1999).

Professional & Association Memberships

•Massachusetts Bar Association
•American Bar Association
•National Academy of Elder Law Attorneys
•National Academy of Elder Law Attorneys, Massachusetts Chapter
•Boston Estate Planning Council
•Merrimack Valley Estate Planning Council

Recognition

•2015 North of Boston Business Magazine's 40 Under 40
•Honor Board member, Suffolk University Law School Journal of High Technology Law
•Presenter on Estate Planning and Probate Issues, National Business Institute

Seminar Replays

Protecting Inherited Assets with Discretionary Trusts and Prenuptial and Postnuptial Agreements (11/20/2015)

Articles & Presentations

Written By Ryan

•Lifetime Gifting to Reduce Massachusetts Estate Tax
•Estate and Gift Issues, Opportunities and Pitfalls in 2010

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Areas of LAW

  • Tax

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