Leslie Levin: New York Estate Attorney & Elder Law Lawyer
Leslie Levin
llevin@cuddyfeder.com 914 761 1300

“In the absence of a mensch, be a mensch.” –Barry J. Effron

Overview
Overview
Awards + Recognitions
Professional Associations
Selected Publications
Community Service
Extracurricular
Leslie is Special Counsel to the firm. She practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, asset protection, charitable planning, special needs planning, guardianships, Medicaid planning and elder law. Leslie assists clients in reducing the tax impact on wealth, helps preserve family-owned businesses and offers her estate-planning expertise in the area of non-U.S. persons. She has experience in transferring real estate, partnership interests and other assets. She also creates and dissolves non-profit organizations.

As part of her estate planning and elder law practice, she prepares simple and complex Wills, Health Care Forms, Powers of Attorney, Intentionally “Defective” Grantor Trusts (IDGTs), Limited Liability Company Agreements (LLCs), Medicaid Applications and a wide variety of Trust Agreements including Revocable or “Living” Trusts, Irrevocable Lifetime Trusts and Special/Supplemental Needs Trusts (SNTs).

As part of her estate administration practice, she prepares Federal and State Estate Tax Returns, Disclaimers, Accountings and Probate Proceedings. Leslie drafts documents including Federal and State Tax-Exempt Applications, Certificates of Incorporation, and By-laws as part of her charitable planning practice. She also has experience in post-mortem planning and in handling Fair Hearings.

Leslie’s clients are diverse, ranging from entrepreneurs, professionals and retirees to new parents, grandparents and domestic partners, as well as directors and officers of charitable entities. She also represents executors and trustees in connection with the administration of trusts and estates, including informal and judicial accountings. Leslie serves as executor for client’s estates and as a trustee for a number of trusts. She is an officer and director of a foundation.

Education

    • University of Pennsylvania Law School, J.D.; 1997
    • Brandeis University, B.A., summa cum laude, Phi Beta Kappa, High Honors; 1994

Admissions/Courts

  • New York

Awards + Recognitions

  • New York Metro – Top Women Super Lawyers; 2015
  • Metro Edition of New York Super Lawyers; 2014, 2015
  • UJA-Federation of New York Women’s Leadership Institute, selected as participant; 2006-2007
  • United Jewish Communities Women’s National Young Leadership Cabinet Acharai Mentorship Program, selected as participant; 2006
  • Brandeis University Alumni Association 2004 Young Leadership Award; 2004
  • UJA-Federation of New York: The Leadership Institute, selected as participant; 2003
  • Binyan Award, UJA-Federation of New York; 2002
  • Dor L’Dor Award, Shaare Zedek Medical Center, Jerusalem; 1997

Professional Associations

  • New York State Bar Association
  • National Association of Professional Women
  • Westchester Women’s Bar Association
  • Women’s Bar Association of the State of New York

Selected Publications

“The Probate Process from Start to Finish – Administering the Estate Effectively and Determining if Spouse’s Elective Share is a Reasonable Option “
NBI National Business Institute, September 18, 2015
Lecturer

“The Paralegal’s Guide to Drafting Nonprofit Documents – Articles of Incorporation and Corporate Bylaws”
IPE Institute for Paralegal Education, June 16, 2015
Lecturer

“Medicaid Update 2015 – Medicaid Estate Recovery”
NBI National Business Institute, February 12, 2015
Lecturer

“Creative Tax and Estate Planning Ideas – Case Studies”
The New York NAPFA Study Group, September 17, 2014

“Estate Planning for Families with Special Needs”
Grandparents’ Support Group for the Autism Center at Westchester Jewish Community Services (WJCS), May 14, 2014
Lecturer

“Estate Planning for Families with Special Needs”
Building Communities, JCC on the Hudson, April 1, 2014
Lecturer

“The Probate Process from Start to Finish – Administering the Estate Effectively, Determining if Spouse’s Elective Share is a Reasonable Option, and Understanding the Laws of Intestacy and How They May Apply” 
NBI National Business Institute, December 5, 2013
Lecturer

“Creative Tax and Estate Planning Ideas – A Case Study” 
UJA-Federation of New York 23rd Annual Westchester Estate, Tax & Financial Planning Conference, May 23, 2013
Lecturer

“Trusts 101 – Trusts Used for Tax Reduction”
NBI National Business Institute, May 13, 2013
Lecturer

“Estate Administration Procedures:  Why Each Step is Important – Foundations of Estate Administration Defined and Preparing to Begin the Administration Process” 
NBI National Business Institute, December 4, 2012
Lecturer

“Top 10 Estate Planning Techniques – Annual Exclusion Gifting and Wills”
NBI National Business Institute, June 26, 2012
Lecturer

“Planning for Clients with $5 Million or Less”
UJA-Federation of New York 22nd Annual Westchester Estate, Tax & Financial Planning Conference, May 24, 2012
Lecturer

“The Probate Process From Start to Finish – Administering the Estate Effectively and Determining if Spouse’s Elective Share is a Reasonable Option” 
NBI National Business Institute, September 20, 2011
Lecturer

“Divorce and Estate Planning:  An Unholy Marriage”
UJA-Federation of New York 21st Annual Westchester Estate, Tax & Financial Planning Conference, May 19, 2011
Lecturer

“Estate Planning Basics:  Wills and Trusts and Charitable Planning” 
NBI National Business Institute, May 16, 2011
Lecturer

“Probate Practice:  The Essential Basics – Initiating the Probate Process and Common Probate Problems and How to Solve Them” 
NBI National Business Institute, August 24, 2010
Lecturer

“Gift Planning”
UJA-Federation of New York Westchester Business and Professional Division Board Meeting, June 8, 2010
Lecturer

“Nuts and Bolts of Forming and Administering Charitable Entities”
UJA-Federation of New York 20th Annual Westchester Estate, Tax & Financial Planning Conference, May 27, 2010
Lecturer

“Avoiding Ethical Minefields”
UJA-Federation of New York 19th Annual Westchester Estate, Tax & Financial Planning Conference, May 21, 2009
Lecturer

“Top 10 Estate Planning Techniques:  Wills and Annual Exclusion Gifting”
NBI National Business Institute, May 20, 2009
Lecturer

“Failure to File,”
Women’s Bar News of the State of New York, October November 2008, Volume 21, Number 1; Author

“What Will Your Legacy Be?”
Purchase College, State University of New York, 2008
Lecturer

“Fetching Farewell”
New York Dog Magazine, November 2005
Quoted

“Charitable Trusts”
Brandeis University Alumni Association, 2002
Lecturer

Community Services

Brandeis University Alumni Association:

  • Lawyers Network, Founder, Past Chair, Past Steering Committee, and Member; 2000 – Present
  • Alumni Club of Westchester and Southern Connecticut Steering Committee; 2011 – Present
  • Class of 1994 Annual Fund Committee, Chair; 2005-Present
  • Alumni National Campaign Committee; 2003-Present
  • Reunion, Chair; 1998-1999, 2003-2004, 2008-2009, 2013-2014
  • Family Network, Founder, Past Chair and Member; 2004-2008

The Jewish Education Project, Westchester Regional Advisory Committee; 2007-2012

The Leukemia & Lymphoma Society, Light the Night Walk, Antibodies Team (one of the largest and highest grossing fundraising teams in the country), Member; 2001-2008

Solomon Schechter School of Westchester, Alumni Capital Campaign, Co-Chair 1999-2001; 50th Anniversary Class Representative 2015-2016

UJA-Federation of New York:

  • Westchester Division
  • Executive Committee; 2014-2015
  • Leadership Cabinet; 2013-2016
  • Leadership Development Chair; 2015-2016
  • Westchester Business and Professional Division Board, 2009 – Present
  • Co-Chair of Division Board; 2013-2015
  • Executive Committee; 2010 – present
  • Spring Breakfast Co-Chair; April 7, 2011; March 14, 2013
  • Planned Giving Co-Chair; 2009-2013
  • Nominating Committee; 2011- present
  • Westchester Women’s Business and Professional Division Board, 2007-2009
  • Westchester Business and Professional Mothers Division, Founder and Co-Chair; 2008-2009
  • Planning and Grants, Committee on Ethiopian Resettlement; 2003-2008
  • Young Lawyers Division, Steering Committee; 2002-2008

United Jewish Communities Women’s National Young Leadership Cabinet: 2002 – 2008

  • Class Chair; 2007-2008

Extracurricular

  • Leslie lives in White Plains with her husband, Jason, Senior Partner, Senior Director Digital Analytics at MEC, with their three children, Nathaniel, Audrey, and Joshua, and two cats, Coconut and Car.

During my first year in law school at my grandfather’s shiva, I overheard the trusts and estates attorney telling my father and uncles not to worry. That was his job. Their job was to take care of my grandmother and the family. He would handle everything else. At that moment I knew what kind of law I wanted to practice. –Leslie
Doing a little advance preparation can save time and money the next time you want to review your estate planning with a lawyer.
Leslie Levin will be speaking at Probate Boot Camp sponsored by NBI: National Business Institute on Dec. 8–9, 2016 New Rochelle, New York.
Understanding personal information, including important elements of family dynamics, is an essential part of what it takes to be an effective trusts and estates lawyer.