Michael J. Schaum regularly advises high-net-worth individuals and families on sophisticated tax and wealth-transfer strategies designed to preserve and transition wealth across generations. Michael’s practice focuses on trusts and estates; federal estate, gift and generation-skipping transfer taxes; asset protection strategies; tax planning for businesses and succession arrangements; individual income tax planning; and tax-efficient charitable giving.  

  • New York University School of Law, LL.M. (in Taxation)
  • St. Thomas University College of Law, J.D., magna cum laude
  • Florida State University, B.S., Economics

  • Florida

  • Michael J. Schaum, Stepping Up Basis in Living Taxpayer Assets with Upstream Wealth Transfers through Intentionally Defective Grantor Trusts, 36 St. Thomas L. Rev. 80 (2023).