Firm
- - - Our Firm
- - - We are partners and fiduciaries on a mission to shape the future of advice to help make a significant and positive impact on the lives and well-being of our clients.
  - - About MAI
    - Advantage and Values
    - Awards and Rankings
    - History
    - Community
Services
- - - Our Services
- - - Individuals and Families
    - Wealth Management
    - Family Office
  - - Advisors and Institutions
    - MAI Invest
    - MAI Funds
    - Athletes and Entertainers
    - MAI Sports and Entertainment
  - - Employees and Employers
    - MAI Retirement
Team
- - - Our Team
- - - We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
  - - Our Offices
    - Firm Leadership
Resources
Contact Us

Mike Ivan, JD, LL.M.

Estate Planning Specialist, Managing Director

Ponte Vedra Beach, FL

Designations

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

Education