Estate Planning

The estate planning department of Levine & Levine helps clients deal creatively and sensitively with issues of estate planning, designing tax-effective estate plans, addressing the special needs of family members and helping with estate administration.

Before drafting a will or trust, we acquire an understanding of each family’s unique personal situation and needs. Working closely with clients, we structure personally-designed estate plans that emphasize their particular circumstances with the goal of minimizing the impact of state and federal estate, gift, income and generation-skipping taxes.

In addition to preparing wills, Levine & Levine helps clients, where appropriate, put in place evocable living trusts, irrevocable life insurance trusts and other irrevocable trusts to facilitate transfers to children or grandchildren.