Practice Areas

Trusts and Estates

Levine Plotkin handles sophisticated estate planning as a service to its clients. We tailor our estate planning for each client by discussing tax and non-tax considerations, including the client’s short term and long term personal and financial goals.  Our experience in trusts and estates law, tax law and business law enable us to coordinate multiple legal and non-legal factors in developing customized plans for clients. We also draft documents with the flexibility to accommodate a client’s potential changing circumstances.  Our practice includes drafting wills and trust agreements, probating wills, administering estates and trusts, and preparing estate and trust accountings.