New York, New York
| Partner | |
| phone | (212) 603-6349 |
| fax | (212) 956-2164 |
Mr. Lavin is a partner in the firm's Private Client Services Group. He concentrates his practice in the following areas:
- Sophisticated estate and tax planning for high net worth families, including the preparation of Wills and Trusts, insurance planning, family limited partnerships, defective grantor trusts, grantor retained annuity trusts, residence trusts, asset protection planning, generation-skipping planning, dynasty trusts and the preparation of prenuptial agreements.
- Business succession planning, including shareholders' agreements, buy-sell and cross purchase agreements, insurance arrangements utilizing sophisticated funding arrangements and split-dollar planning, deferred compensation and tax planning.
- Charitable planning, including the creation of private charitable foundations, supporting foundations, charitable remainder trusts, charitable lead trusts and the negotiation of contributions to charitable institutions.
- Complex Estate Administration, including probate, asset valuations, disclaimers, income tax planning, maintenance of accounting records, the preparation of estate tax returns, post-mortem planning, assisting beneficiaries with distributions, settlement of estates on a formal or informal basis and representation of Executors in estate tax audits with the Internal Revenue Service.
Mr. Lavin received his J.D. from Hofstra University School of Law in 1996 and his LLM in Taxation from Villanova University School of Law in 1997. He graduated from Tulane University in 1991. He is admitted to practice in New York, New Jersey and Pennsylvania and is a member of the American Bar Association Section of Real Property, Probate and Trusts. Mr. Lavin is currently an advisor to the Board of Directors of Quiet in the Land, Inc., a New York Not-For-Profit corporation. He is also Vice President of 300 74th Owners Inc., a cooperative corporation
