About Benjamin Lavin
Benjamin Lavin represents high-net-worth individuals, including equity fund principals and business owners, in wealth transfer and estate planning matters on income, gift, estate and GST tax optimization and asset protection. He also is experienced in designing and implementing sophisticated and personalized estate plans. He knows that only by fully understanding a client's personal and business problems, can an attorney craft the right strategy to resolve them.
Estate planning that reflects a client's personal and business concerns
Benji designs estate plans which allow high-net-worth individuals to leverage use of their gift, estate and generation-skipping transfer tax (GST) exemptions and to pass wealth to the next generation in a manner which is both tax efficient and creditor protected. His practice often involves the implementation of sales to grantor trusts, grantor retained annuity trusts (GRATs), charitable lead and remainder trusts, and business entities designed to achieve numerous non-tax and tax objectives.
Practice Focus
- Private wealth
News
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August 27, 2024
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August 15, 2024
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August 17, 2023
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August 18, 2022
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August 19, 2021
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August 20, 2020
Publications
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November 26, 2024
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November 20, 2023
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November 17, 2022
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November 22, 2021
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September 24, 2021
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January 15, 2021
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November 24, 2020
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November 25, 2019
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December 4–7, 2018
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Quick Reads
Presentations and Events
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October 30, 2024Speaker
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May 29, 2024Speaker
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November 9, 2023Speaker
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October 11, 2023
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November 14, 2022Updates on Proposed SECURE Act Regulations | The Chicago Bar Association Trust Law Committee | Co-Presenter
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September 22, 2022
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February 14, 2022Presenter | Entrepreneur Client: SPACs and QSBS
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October 14, 2020Speaker | Advising UHNW Families During a Period of Seismic Changes
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May 8, 2020Panelist
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