Avi is Co‑Chair of the Trusts and Estates Department, for which the firm is nationally ranked Tier 1 by U.S. News and World Report, and is a Partner in the Tax and Tax Exempt Organizations Departments. Avi provides creative and sophisticated domestic and international tax, estate planning, and asset preservation counsel to CEOs of major corporations, utra‑high‑net‑worth individuals, multinational businesses, and large charitable organizations. He is often quoted in Forbes, The Wall Street Journal, The Washington Post, USA Today, Investor’s Business Daily, and other major publications, and is a prominent national lecturer and author in leading tax journals. He is also an Adjunct Professor at Hofstra University School of Law and the Baruch MBA Program and is listed in Super Lawyers “Rising Stars" and "Best Lawyers in America." Avi is a member of Trusts & Estates Magazine editorial and advisory board, where he is Chair of The Modern Practice committee. His practice places special emphasis on domestic and international tax and trust planning, “big picture” philosophy, and effectively dealing with estate disputes. His diverse client base is located in New York City, Long Island and in many other states and countries.
Avi has also published numerous articles in leading national tax, estate planning and tax-exempt organization publications, including, among others, Estate Planning Journal, Trusts and Estates, Leimberg’s Newsletter, Practical Tax Strategies, Journal of Taxation of Exempts, and The New York Law Journal, Special Trusts and Estates Sections (see firm website for some of these articles). He is a prominent national lecturer for and to prestigious professional organizations including, but not limited to, the “Notre Dame Tax and Estate Planning Institute,” “Ed Slott’s Master Elite Program,” the “American Bar Association,” “Estate Planning Council of New York” and “New York State CPA Society, Annual Estate Planning Conference” and several national insurance companies and nonprofit institutions.
Prior to joining Meltzer Lippe, Avi obtained complex tax and estate planning experience with prestigious law firms in New York City, New Jersey and Florida and as a Trust Administrator for Smith Barney/Citigroup Private Trust Company. Avi received his Bachelors of Science from Touro College, summa cum laude, Juris Doctor from Brooklyn Law School and Masters of Law in Taxation from the University of Miami School of Law. Avi received academic scholarships for his high achievement at each of these institutions and is admitted to practice in New York and New Jersey.