Überblick
Jay E. Rivlin has extensive experience advising ultra-high net worth individuals and families on all aspects of their personal legal needs, including domestic and international estate, gift and tax planning, administration, cross-border issues, and controversy resolution; family office administration; business succession planning; family dispute resolution; charitable giving and private foundation administration; acquisition and ownership of private aircraft; as well as guardianship and planning matters for incapacitated persons. Jay is co-head of the Private Client practice in the Firm’s New York office.
He also works extensively with family offices on family office formation, administration, and governance matters. Jay blends his real-world knowledge, technical expertise and practical approach to achieve clients’ goals as simply and efficiently as possible.
Referenzmandate
- Crafts simple and complex (as desired and as appropriate) estate plans for individuals and families with wealth from $50 million to billions of dollars
- Implemented numerous estate planning initiatives for well-known investment banking institution with exceptional success (passing in a single initiative more than $260 million to future generations free of most estate and gift taxes)
- Negotiated many valuation issues with the Internal Revenue Service (IRS), including art valuations, blockage discounts, lack of marketability, lack of control and minority interest discounts
- Administered many estates ranging in total value from $50 million to multiple billions, with most estates involving many asset classes and assets in multiple jurisdictions
- Worked with numerous families on all aspects of their family offices, including formation, administration, tax planning, and succession matters
- Represented numerous clients in contested and uncontested guardianship proceedings, and trust and estate controversies
Auszeichnungen
- Best Lawyers in America, Trusts and Estates, New York, 2012–2025
- Chambers High Net Worth, New York: Private Wealth Law, 2022–2024
Mitgliedschaften
- American Bar Association
- New York City Bar Association
- New York State Bar Association
Qualifikation
Education
Maurice A. Deane School of Law at Hofstra University, JD, with distinction
Cornell University, BS
Admissions
New York
