Harold A. Schwartz, Jr.

Degrees Earned

• LL.M. (Taxation) - New York University 1968
• Doctor of Jurisprudence (LL.B.) – University of Pennsylvania 1967
• Bachelor of Arts - Yale University 1964

Bar Association Memberships

• Chattanooga Bar Association - Member, Board of Governors, 1981-83; Secretary-Treasurer, 1987-88; President-Elect, 1988-89; President, 1980-90.
• Tennessee, Federal - Charter President, Chattanooga Chapter, 1972-73; President 1996-97.
• American Bar Association

Court Admissions

• Tennessee, 1967
• U. S. Tax Court and U.S. Court of Claims, 1968
• District of Columbia, U.S. Court of Appeals for the District of Columbia, 1969
• U.S. Court of Appeals, Sixth Circuit, 1970
• U.S. Supreme Court

Boards / Committee Memberships

• Chartered Financial Consultant (ChFC)
• Registered Employee Benefit Consultant (REBC)
• Registered Health Underwriter (RHU)
• Certified Emplyee Benefit Specialist (CEBS)
• Accredited Estate Planner (AEP)
• Volunteer Lawyer of the Year, Southeast Tennessee Legal Services, 2001
• Law Clerk to Trial Judges, U.S. Court of Claims, 1968-69
• Chattanooga Jaycees, President, 1973-74
• Tennessee Jaycees, Legal Counsel, 1977-78
• Mizpah Congregation, President, 1983-85
• Fellow: American College of Trust and Estate Counsel; Tennessee Bar Foundation; Chattanooga Bar Foundation
• Founding Chair, The Synergy Summit, 2005-06
• Society of Financial Service Professionals, National Board Member, 2002-2005; Local Chapter President, 2001-02;
• National Association of Estate Planners & Councils, National Board Member, 2005 - present

• Free Initial Consultation
• Typical Retainer Fee: $1,000
• Hourly Rate Fees: $200 - $250 / hour

What influences led you to your primary area of practice and what life experience made you to be a better attorney?

My positions of leadership, both professionally and in the community, have given me the practical experience of communicating with different types of personalities and the entrees for seeking advice and ideas from other professionals. Although each experience was unique, I am particularly proud of having served as President of the Chattanooga Bar Association and having served as the first chair of the Synergy Summit (www.synergypro.org), which later experience gave me the opportunity to meet and work with leaders of seven national organizations representing over 100,000 members.

Having the opportunity to help clients achieve their goals, often in a win-win context.