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Leslie Levin

Trusts, Estates & Elder Law

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, IRA distribution planning, not-for-profit organizations, charitable planning and elder law. She prepares simple and complex Wills, Health Care Forms, Powers of Attorney, Family Limited Partnership Agreements, Limited Liability Company Agreements and a wide variety of Trust Agreements including Revocable or "Living" Trusts, Charitable Trusts, Pet Trusts and Special Needs Trusts. Leslie also 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.

As part of comprehensive planning, Leslie prepares federal and state estate-tax returns and federal gift-tax returns. In addition, she drafts the necessary documents related to the formation and operation of Private Foundations, Public Charities and Associations, including the tax- exempt applications, certificates of incorporation, by-laws and minutes. She has experience in transferring real estate, partnership interests and other assets and in handling guardianship proceedings and Medicaid planning, including 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 a trustee for a number of trusts and is an officer and director of a foundation.

Awards/Recognitions

  • 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

Admissions/Courts

  • State of New York

Professional Associations

  • New York State Bar Association
  • Westchester Women's Bar Association
  • Women's Bar Association of the State of New York

Selected Publications/Presentations

  • "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 Service

  • Board of Jewish Education of Greater New York, Westchester Regional Advisory Committee; 2007-Present
  • Brandeis University Alumni Association:
    • Lawyers Network, Founder, Past Chair, Past Steering Committee, and Member; 2000 - Present
    • Class of 1994 Annual Fund Committee, Chair; 2005-Present
    • Alumni National Campaign Committee; 2003-Present
    • Reunion, Chair; 1998-1999, 2003-2004, 2008-2009
    • Family Network, Founder, Past Chair and Member; 2004-2008
  • Solomon Schechter School of Westchester, Alumni Capital Campaign, Co-Chair; 1999-2001
  • 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
  • UJA-Federation of New York:
    • Westchester Business and Professional Division Board: 2009 - Present
      • Executive Committee: 2010
    • Planning Giving Co-Chair: 2009- Present
    • Westchester Women's Business and Professional Division Board; 2007-2009
    • Westchester Business and Professional Mothers,
           Division Founder and Co-Chair; 2008
    • 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

Education

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

Extracurricular

Leslie lives in White Plains with her husband Jason (Vice President of Data Analytics for Carat USA, a large advertising agency in New York), their three children and two cats.

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