Stuart M. Horwitz, the founding member of The Horwitz
Group, LLC, has over 24 years of business, tax, estate
and probate planning experience. He is one 1 of only 5
attorneys in the state of Ohio to be a Certified Specialist
Previous Employment:
- Frantz Ward, Cleveland, Partner
- Roetzel & Andress, Akron, Partner
- Kohrman Jackson & Krantz, Cleveland, Associate
Educational Background:
- Masters of Law in Taxation (LLM), Georgetown University School of Law
- Juris Doctor (JD), The Ohio State University School of Law
- BSBA Finance, The Ohio State University
Organizational Affiliations:
- Akron Bar Association
- Tax & Estate Planning Council of Akron
- Akron Tax Club
- Cleveland Bar Association
- Ohio State Bar Association
- Tax Club of Cleveland
- Estate Planning Council of Cleveland
Martindale Hubbell Rating:
Certifications:
- State Certified Federal Tax Specialist, Ohio State Bar Association
- State Certified Estate Planning, Trust and Probate Law Specialist,
Ohio State Bar Association
Recent Publications:
- Creative Uses of IDITs, Warren, Gorham, Lamont (Estate Planning
Journal, April, 2008)
Officer/Directorships
- Founding Trustee, SCREAM Foundation
in both Federal Taxation and Estate Planning, Trust and Probate Law and
is the only attorney with those specializations located in Northeast Ohio.
His body of work include the transfer of family owned businesses to the
next generation at greatly reduced tax cost; the ownership restructuring of
multiple entities to reduce or eliminate income tax; and the structuring of
purchase and sale transactions to maximize the benefits for his clients. Mr.
Horwitz uses the latests techniques in his practice including high level
estate planning tools such as IDITs, GRATs, and high level income tax
techniques such as Profits Interests and special S Corp planning.
Stuart M. Horwitz Managing Member
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