Mike Ivan, JD, LL.M.

Estate Planning Specialist, Managing Director

Ponte Vedra Beach, FL



  • Juris Doctor
  • Master in Laws
  • Board Certified


Work Experience

  • Joined MAI in 2016 and has over 30 years of experience
  • A member of MAI’s financial planning team, focusing primarily on estate and business succession planning
  • A frequent lecturer on tax, estate planning, wealth preservation, and business succession
  • A member of the Florida Bar, the Jacksonville Bar Association, the U.S. Tax Court, and the U.S. District Court for the Middle District of Florida
  • A member of the Tax Law and Real Property, Probate & Trust Law Sections of the Florida Bar
  • Recognized by his peers as one of Florida Trend’s Legal Elite and has received numerous Florida Super Lawyer Awards
  • An AV Preeminent rated lawyer and a Florida Bar Board Certified Tax Lawyer.


Life Outside of MAI 

  • A member of the Board for Apryle Showers, a 501(c)(3) organization in Jacksonville as well as the St. Augustine Rod and Gun Club
  • Active in his local community with The Boy Scouts of America



  • University of Miami, BBA in Accounting
  • University of Florida, Juris Doctor
  • University of Florida, LLM in Taxation

We look forward to learning about your financial goals.