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–Larry King,
Larry King Live, CNN
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"In Retire Secure!, CPA and estate planning attorney Jim Lange provides a road-map for tax-efficient retirement and estate planning. This is an invaluable resource for investors and planners alike."
–Charles Schwab
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"Retire Secure! (2nd) covers two areas particularly well - Roth IRA conversions and estate planning for IRA owners."
–Jane Bryant Quinn,Newsweek, Bloomberg.com
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Profile
Matthew
F. Schwartz, JD has worked with James Lange Law Offices for over five years.
Matt's practice focuses on estate planning and
estate administration with a strong emphasis on
retirement benefits. Matt and Jim work closely together to implement innovative retirement and estate planning solutions for our clients. Our clients especially value Matt's technical knowledge, commitment to
excellent service, and ability to get the job
done within reasonable time restraints.
Education
- Washington
University School of Law, St. Louis, MO, Juris Doctor, 1997
- Northwestern University, Evanston, IL, Bachelor of Arts, 1994
Professional and Community Involvement
- Member of
Allegheny County Bar Association Probate Section
- Recording Secretary of
the Allegheny Tax Society
- Financial Secretary of
the Executive Committee of the Board of Temple Emanuel of the South Hills
- Member of Initial Committe of Suburban Outreach of the United Jewish Federation
Professional Experience
- Associate,
Cohen & Grigsby, P.C., Pittsburgh, PA
- Associate,
Thorp Reed & Armstrong, LLP, Pittsburgh, PA
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