Ivan Taback

Practice Areas

Ivan Taback is co-head of the firm's Private Clients/Trusts and Estates Group. He concentrates on federal estate, gift and generation-skipping taxes; charitable trusts; estate and trust administration; and fiduciary litigation.

Mr. Taback's 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.

He 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 advising on estate planning opportunities that arise in connection with the sale of privately held businesses.

Mr. Taback has extensive experience with all types of life insurance planning, including split-dollar arrangements. He has administered large and complex estates in New York, New Jersey and Florida, as well as other states, and has handled numerous IRS estate and gift tax audits. He also has been involved in many Surrogate’s Court proceedings. Additionally, Mr. Taback advises individual and corporate fiduciaries in connection with the planning and administration of substantial and complex trusts and estates.

Professional Memberships

Fellow, American College of Trust and Estate Counsel (ACTEC)

American Bar Association

Vice-Chair, Business Investment Entities Partnerships LLCs & Corporations Committee of the ABA Section of Real Property, Trust & Estate Law

Fellow, American Bar Foundation

New York State Bar Association

New York City Bar Association

Publications

Mr. Taback has co-authored numerous publications, including Starting a Limited Liability Company (1996), published by John Wiley & Sons, Inc., and several articles that have been published in the New York Law Journal, Trusts & Estates, Estate Planning and the New Jersey Law Journal, and has appeared on Bloomberg Television.

Personal

Mr. Taback was named as Best Lawyers’ 2021 New York City Trusts and Estates Lawyer of the Year and has repeatedly been cited as a leading lawyer in Chambers High Net Worth, which also cited Skadden’s Trust and Estates practice as its Team of the Year in 2019.

Mr. Taback serves a member of the board of directors of the Make-A-Wish Foundation of Metro New York and Western New York.

Education