Mike Ivan, JD, LL.M.

Estate Planning Specialist, Managing Director

Ponte Vedra Beach, FL


Mike is an Estate Planning Specialist at MAI. He joined the firm in 2016 and has over 25 years of experience. Mike is a member of MAI’s financial planning team and focuses primarily on estate and business succession planning.

Mike earned his Juris Doctor with honors from the University of Florida and an LL.M. in Taxation from the University of Florida. He graduated cum laude from the University of Miami with a BBA, majoring in Accounting. He served as adjunct professor at the Florida Coastal School of Law and is frequent lecturer on tax, estate planning, wealth preservation and business succession. Mike is 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. He is also a member of the Tax Law and Real Property, Probate & Trust Law Sections of the Florida Bar. Mike has been recognized by his peers as one of Florida Trend’s Legal Elite and has received numerous Florida Super Lawyer Awards. He is an AV Preeminent rated lawyer and a Florida Bar Board Certified Tax Lawyer.

We look forward to learning about your financial goals.