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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Lance Lvovsky

Meet Lance Lvovsky:

Lance Lvovsky is a partner at Marcum LLP where heprovides tax planning and compliance services to high-net-worth individuals and families, family offices, and closely held businesses. Mr. Lvovsky advises clients on business...

ABOUT LANCE

Meet Lance Lvovsky:

Lance Lvovsky is a partner at Marcum LLP where he provides tax planning and compliance services to high-net-worth individuals and families, family offices, and closely held businesses. Mr. Lvovsky advises clients on business succession planning; real estate tax strategies; income, trust, and estate tax planning; post-mortem asset distribution planning and funding of trusts; charitable giving and inter-generational family wealth. 

Mr. Lvovsky consults with fiduciaries and beneficiaries on trust and estate administration, the rendering of fiduciary accountings, and the preparation of estate, gift, and trust tax returns. His practice is focused largely on the transfer and preservation of family wealth, asset distribution planning, and estate/trust administration.  

Mr. Lvovsky is a frequent speaker on estate, gift (including generation skipping transfer tax), and trust taxation matters. His speaking primarily covers estate planning, estate and trust litigation and estate and trust administration. Mr. Lvovsky has also participated in presentations relating to cryptocurrency tax matters. 

is a partner at Marcum LLP where he provides tax planning and compliance services to high-net-worth individuals and families, family offices, and closely held businesses. Mr. Lvovsky advises clients on business succession planning; real estate tax strategies; income, trust, and estate tax planning; post-mortem asset distribution planning and funding of trusts; charitable giving and inter-generational family wealth. 

Mr. Lvovsky consults with fiduciaries and beneficiaries on trust and estate administration, the rendering of fiduciary accountings, and the preparation of estate, gift, and trust tax returns. His practice is focused largely on the transfer and preservation of family wealth, asset distribution planning, and estate/trust administration.  

Mr. Lvovsky is a frequent speaker on estate, gift (including generation skipping transfer tax), and trust taxation matters. His speaking primarily covers estate planning, estate and trust litigation and estate and trust administration. Mr. Lvovsky has also participated in presentations relating to cryptocurrency tax matters. 

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