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 and 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.

Jeffrey is rated AV by Martindale-Hubbell, the highest level for ethical standards and professional ability. 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, and 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.

Representative Experience

• 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.