Jeffery B. LeviAttorney

Wendel Rosen Black & Dean LLP 1111 Broadway, 24th FloorOakland, CA 94607
TEL:
510.834.6600
FAX:
510.834.1928
VCARD:
vcard
Profile

Jeff practices in the areas of estate planning and corporate and transactional law.

Jeff works with individuals and families to plan and structure their estates. He prepares revocable trusts, irrevocable generational trusts, wills, durable powers of attorney, and advance health care directives. With his corporate and transactional skills, Jeff frequently forms and prepares the organizational and operating documents for family businesses (such as family limited partnerships and limited liability companies) to meet clients’ business and estate planning objectives.

Jeff’s experience includes forming, organizing, and counseling limited liability companies, partnerships, and corporations. Jeff has handled major transactions, including acquisitions, financings, conversions, and dissolutions. He has acted as outside counsel for entities on a variety of legal issues, such as buy-sell agreements, duties of directors, and family business succession. Jeff also has substantial experience with forming, counseling, and obtaining tax-exempt status for nonprofit organizations.

Jeff is certified by the State Bar of California Board of Legal Specialization as a Specialist in Estate Planning, Trust and Probate Law.

Recognition

Selected for inclusion in Northern California Super Lawyers magazine, "Super Lawyer," 2014 - 2017

Selected for inclusion in Northern California Super Lawyers magazine, "Rising Star," 2009 - 2010

Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization

Affiliations

California State Bar

  • Member, Trusts and Estates and Business Sections


East Bay Trusts and Estates Lawyers

  • Member
  • Past President (2014)


East Bay Tax Club

  • Member


East Bay Estate Planning Council

  • Member