| Biography:
Ivan is a partner in the Personal Planning Department of Proskauer Rose LLP and a member of the Private Investment Funds Group. Ivan concentrates his legal practice in the fields of federal estate, gift and generation-skipping taxes, charitable trusts and estate and trust administration. His practice extends to matters involving all aspects of sophisticated planning and wealth preservation for families and individuals. Ivan has extensive experience in the preparation and administration of wills and trusts, and the formation and reorganization of closely held corporations, partnerships and limited liability companies.
Ivan has counseled clients in connection with estate planning for private equity and hedge fund managers and is a well-known lecturer on this topic. In addition, Ivan has substantial experience counseling clients on estate planning opportunities that arise in connection with the sale of privately held businesses.
Ivan also has extensive experience with all types of life insurance planning, including split-dollar arrangements. Additionally, he has prepared prenuptial and post-nuptial agreements, powers of attorney and health care proxies. Ivan has administered large and complex estates in New York, New Jersey and Florida and has handled numerous IRS estate tax audits. He has also been involved in many Surrogate's Court proceedings.
Ivan also advises individual and corporate fiduciaries in connection with the planning and administration of substantial and complex trusts and estates.
Ivan is a member of the Taxation Section of the American Bar Association and also is a member of the Estate and Gift Tax Committee of the New York State Bar Association. In addition, Ivan has served as a member and officer of the Committee on Estate and Gift Taxation of the Association of the Bar of the City of New York.
He has co-authored numerous publications, including Starting a Limited Liability Company (published by John Wiley & Sons, Inc.), and several articles that have been published in the New York Law Journal and the New Jersey Law Journal, and has appeared on Bloomberg Television.
Ivan received his undergraduate degree (B.S. in applied economics and business management) from Cornell University. He received his law degree from the Washington College of Law, American University and received an LL.M. in Taxation from New York University School of Law. Ivan graduated Choate Rosemary Hall in 1985.
Ivan is a member of the New York and New Jersey Bars and is admitted to practice to the United States Tax Court.
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