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.
Benji advises principals in private equity, venture capital and hedge funds regarding strategies for transferring their fund interests to minimize the impact of income, estate, gift and GST taxes. He advises business owners concerning business succession planning and has substantial experience with an array of asset protection techniques, including offshore and domestic asset protection trusts. Benji also represents fiduciaries in the administration of estates and trusts, the formation and operation of private foundations and sophisticated charitable giving techniques.
- Private wealth
January 15, 2021
November 24, 2020
November 25, 2019
December 4–7, 2018
November 19, 2018
Presentations and Events
Speaker | Advising UHNW Families During a Period of Seismic ChangesOctober 14, 2020
PanelistMay 8, 2020
SpeakerOctober 15, 2019