Mark Schaum | Estate Planning

Law Office of Mark A. Schaum, P.A.

Mark Schaum | Law Office of Mark A. Schaum, P.A.

Rating:

Firm Summary

Mark A. Schaum is  Board Certified in Wills, Trusts and Estates, and is also a Florida Certified Public Accountant.

Primary Areas of Practice: Estate, wealth transfer, and charitable planning including tax planning for individual income, gift, estate, and generation-skipping matters; estate and trust administration; business formation and planning including corporations, partnerships and limited liability companies.

Education: Graduate of the University of Miami School of Law (1985) and Board Member of the Law Review.

Bachelor of Business Administration, University of South Florida (major in accounting).

Membership & Affiliations:

• Florida Bar (member Real Property & Probate Section)
• Member Florida Institute of Certified Public Accountants
• Past Chair, Tax Section of South Palm Beach Bar Association
• Jewish Community Foundation of South Palm Beach County (Chair and past chair of Professional Advisory Committee, past Treasurer); 2010 Mitzvah Society Honoree recognizing long-term commitment to endowments benefitting the organization
• Endowment Committee of Temple Beth El (Boca Raton)
• Boca Raton Estate Planning Council-Board Member
• Jewish Federation of South Palm Beach County -Board Member
• Anti-Defamation League (ADL)- Professional Advisory Committee, Member
• Admitted  United States Tax Court

Personal:

• Born- New York, New York
• Married to Trish for over 30 years and they have two daughters, Samantha and Sydney.
• Hobbies include swimming, biking and running (sometimes in that order racing in triathlons, and various running and cycling events), and playing guitar.