Ivan Taback

Proskauer Rose LLP

Ivan Taback is a Partner in the Personal Planning Department 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, estate and trust administration and fiduciary litigation. His practice extends to matters involving all aspects of sophisticated planning and wealth preservation for families and individuals. He 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. He has substantial experience counseling clients on estate planning opportunities that arise in connection with the sale of privately held businesses.
In addition, Ivan has extensive experience with all types of life insurance planning, including split-dollar arrangements. 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, as well as other states, and has handled numerous IRS estate tax audits. He also has 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 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.

Securities Law Considerations for Trusts and Estates Advisors: Part I 
Arlene Osterhoudt and Ivan Taback present an overview of trust and FLP qualification requirements under the Securities Act of 1933 and the Investment Company Act of 1940
The Bitcoin GRAT 
Ivan Taback & Nathaniel Birdsall delve into the mysterious and volatile world of bitcoins
IRS issues Q&A on Net Investment Income
On Aug. 8, 2013, the Internal Revenue Service published a series of Questions and Answers explaining the basics of the new 3.8 percent net investment income tax, which took effect on Jan. 1, 2013
An Up Close and Personal View Into the Life (and Death) of Ed Koch 


On Feb. 1, 2013, New York City lost a political icon.  Edward I. Koch, who served as mayor of New York City from 1978 through 1989, died of heart failure.  After a period of mourning, estate planning geeks almost certainly began to wonder—as they do every time a high-profile individual dies—what’s in Ed Koch's Will?  That question has now been answered, though some additional questions have been raised.

A Touchy Dilemma 
What should an estate-planning attorney do when a client comes to her office to discuss an estate plan that's out of line with what the attorney would
Private Life, Public Death
Relatives of reclusive millionaire heiress, Huguette Clark, allege improper influence by attorney and accountant
The Disappearing Billions 
Jan. 1, 2010 marked a day that most trusts-and-estates practitioners never thought they would see and one they had repeatedly told their clients would
Industry Newsletters
Investment Category Sponsor Links
Practice Management Category Sponsor Links

Sponsored Introduction Continue on to (or wait seconds) ×