Partner, Private Client
Joel Levin has lectured and written extensively on various estate planning topics. Mr. Levin has practiced for more than 25 years exclusively in the areas of primary concern to individual clients – wills, trusts, personal income taxes, gift, estate and generation-skipping taxes, closely held businesses, charitable dispositions and foundations and matrimonial and family law. He has worked closely with families at times of transition, including advice with respect to transfers of assets between generations, between individuals and charities, shifts in the control of family businesses and the administration of estates and trusts. He has drafted countless wills and trust agreements, including trusts for children with special needs, for grandchildren, for life insurance, for tax advantages and for charitable purposes. He also focuses on pre-nuptial and post-nuptial planning, separation agreements and divorce.
Mr. Levin acts as legal counsel to a number of charitable organizations, both formally and on a voluntary basis. He also has served as trustee of various community and charitable organizations.