VIVALDILAW.COM is a virtual law office directed to assist clients in the management of
ERISA (Employee Retirement Income Security Act of 1974) and benefits under trusts.
40+ YEARS
YEARS OF EXPERIENCE
WHAT WE DO
We provide ERISA consulting, fiduciaries compliance and legal services in relation to the operation and administration of grantor trusts, estates and employee benefit programs, including representation in cases for collection of benefits covered by ERISA.
ABOUT US
Vivaldi Law
Legal consulting to fiduciaries and beneficiaries of trusts created in PR:
- To secure tax, CTA, ERISA and exemptions under the IRC.
- To distribution of Trust Benefits.
- To perform a trust audit and compliance review.
- To develop a Fiduciary Correction from PT under ERISA and IRS.
- To develop a Voluntary Submission.
- To develop a Voluntary Reporting.
- To develop a Voluntary Correction of deficient information
Email Address
info@vivaldilaw.com
Call Us Now
787.413.2218
How We Can Help You
Legal Practice Areas
Trust Agreements Documents
Vivaldi Law services range from the revision of the trust documents plan documentation, amendments; aiding managing beneficiaries accounts under defined contribution retirement and grantor’s trusts.
Distribution of Benefit from the Trusts
Trust Annual Administration, Accounting and Recordkeeping
General legal assistance for the management of fiduciary responsibilities, trusts’ reporting and disclosures to beneficiaries.
Trust Termination
Trust Annual Reporting
Reporting by fiduciaries and beneficiaries of trust in Puerto Rico
VIVALDI LAW
meet lUIS vIVALDI
ATTORNEY – NOTARY PUBLIC
Mr. Vivaldi has been engaged in the general practice of law since 1982; litigating in administrative agencies, state, federal and appellate courts; providing legal counseling on ERISA, trust law, labor , tax and corporate matters to a wide variety of clients; preparing legal opinions and performing tax and legal audits and compliance reviews to grantor and retirement trust beneficiaries, including trust’s restatements and terminations.
CONTINUING LEGAL, INSURANCE AND FINANCIAL EDUCATION LECTURER
Lectured on legal, fiduciary and trust law and regulation through workshops and seminars directed to attorneys, accountants, insurance agents, investment brokers and plan administrators.
Trustee of the Puerto Rico South West Fisheries and Fishing Communities Transformational trust (2023-2024 )
1987 – Pres. Luis Vivaldi Oliver Law Offices San Juan- Mayagüez- Cabo Rojo, P.R.
1991 – 1992 Puerto Rico Treasury Department San Juan, P.R.
1985 – 1987 McConnell & Valdes San Juan, P.R.
1982 – 1984 Rodríguez Micheo Law Offices San Juan, P.R.
testimonials
WHat Our Clients Say
