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Kurt Schumacher, Jr.

JD - Wealth Planning Strategist

Kurt's Story

Kurt has been counseling individuals and families with respect to wealth preservation and transfer since 2001.

After graduating from Harvard College and Harvard Law School, Kurt began his career as an estate planning attorney for the Private Client Group of Ropes and Gray LLP in Boston.

After moving to Greenville in 2005, he joined Leatherwood Walker Todd & Mann, P.C. (now Smithmoore Leatherwood), and in 2008 he opened his own firm, Schumacher Law, LLC.

Kurt’s legal practice has always focused on estate planning and settlement, asset protection, business succession planning, and trust administration. As an advisor with Global View, Kurt now works with clients (and their tax and legal advisors) to create strategies that combine prudent investing with thoughtful wealth transfer techniques.

Kurt currently serves as Chairman of the Board of the Governor’s School for the Arts Foundation. He is also an Executive Committee member of the Board of Directors for the Metropolitan Arts Council and since its creation he has advised Local Boys Do Good – the charity which presents the Euphoria food, wine, and music festival in Greenville each September.

Kurt enjoys spending as much time as possible with his wife, Catherine (a Spartanburg native), and their two boys, Thomas and Will. He is a true believer in the power of creative play to improve lives. To that end, Kurt started training in Wado-Ryu karate at age 38; he currently holds a brown belt and is still training hard. He also loves learning and teaching new games to players of all ages.

Specialties:

  • Legacy wealth planning and wealth transfer strategies
  • Retirement transition planning
  • Estate and charitable giving planning
  • Helping clients with wealth strategies during transitional times (divorce or loss of partner)
  • Business succession planning

Other Team Members

CFP® - Founder - Confusopoly Translator & Chief Investment Officer
CFP® - Partner - Retirement Transition Specialist
CFP® - Partner - Retirement Income Specialist
Client Service Manager
Accountant - Paraplanner
Paraplanner

Talk with Kurt