Jeffrey Levin’s practice includes federal, state and local taxation; estate planning, trusts and estates administration; charitable giving; and succession planning for closely held businesses.

    His practice concentrates on income, estate and gift tax planning for US and non-US clients and the use of domestic and foreign trusts.

    As part of overall and multigenerational estate planning, Jeffrey advises closely held family businesses, and family limited partnerships on their tax and related business matters. In addition, he advises on fiduciary income and estate tax planning, compliance and administration. He also advises US and non-US clients on tax consequences of ownership of US real property.

    Award Mouse thought multimedia interface book medal screen monitor
    • Advising wealthy and non-US families on the use of foreign trusts and other ownership structures to achieve the family’s estate planning goals and to obtain US income and transfer tax savings for shipping clients.
    • Advising beneficiaries of estates of the income and transfer tax consequences of settlements of probate litigation disputes.
    • Advising individuals on the use of sophisticated estate planning tools including family limited partnerships, grantor retained annuity trusts, personal residence trusts, self-cancelling installment obligations and charitable trusts.
    • Advising individuals on state income and transfer tax consequences of changing domicile from one state to another.
    • Advising non-US persons on the acquisition, ownership and sale of US real property interests in order to minimize adverse US tax consequences.

    Education

    • New York University, LL.M., Taxation, 1982
    • Northwestern University, J.D./M.B.A., 1979
    • Lafayette College, A.B., magna cum laude, Phi Beta Kappa, 1975

    Admissions

    • New York, 1980
    • New Jersey, 1995

    Courts

    • U.S. Tax Court
    • U.S. Dist. Ct., S. Dist. of New York
    • U.S. Dist. Ct., E. Dist. of New York
    • U.S. Dist. Ct., Dist. of New Jersey
    • U.S. Ct. of Federal Claims

    Memberships and Affiliations

    • In 2009 Jeffrey was admitted as a member of the Society of Trust and Estate Practitioners, an international organization for estate practitioners.
    • He is a member of the New York State Bar Association’s Tax, and Trusts and Estates Law Sections.
    • He is also a member of the American Bar Association’s Tax, and Real Property, Trust and Estate Sections.
    • Jeffrey is also a member of the New York City Tax Club.
    • Received the highest ranking for legal ability and professional ethics from the Martindale-Hubbell Peer Review Ratings.

    {{insights.date}} {{insights.source}} {{insights.type}}
    Award Mouse thought multimedia interface book medal screen monitor