Mr. Levine is a California State Bar Certified Specialist in Estate Planning, Trust and Probate Law. He has extensive experience in estate and tax planning for wealthy individuals and family businesses as well as administration of decedents' estates, testamentary trusts and inter vivos trusts. Mr. Levine also has many years of experience in counseling clients in sophisticated real estate and business transactions.
Mr. Levine works with individuals, families with moderate to substantial wealth and their business enterprises to develop strategies to accomplish their goals. Mr. Levine counsels clients in establishing lifetime and testamentary trusts including grantor trusts, generation skipping transfer trusts, dynasty trusts, life insurance trusts and charitable trusts, charitable planning, establishing and operating family limited partnerships and limited liability companies and preservation of wealth. He also works with clients on real estate investments and transactions and helps closely held businesses to develop succession plans.
Mr. Levine is a member of the State Bar of California and the Los Angeles County Bar Association. He is an active member of the UCLA Chancellors Associates.