Levi, Jeffery B.

Jeffery B. Levi
Attorney

t: 510.834.6600
f: 510.834.1928
jlevi@wendel.com

Education

University of San Francisco; J.D., cum laude

Pomona College, California; B.A.

Admissions

State Bar of California

  • Profile
  • AFFILIATIONS
  • RECOGNITIONS
  • INSIGHTS

Jeff is a partner with the firm’s trusts and estates practice.  In addition to his experience in estate planning, he has a background in corporate and transactional law, which gives him unique insights into advising individuals and families with business interests. Jeff works closely with clients to devise strategies and creative solutions to meet their objectives. He is certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust, and probate law.

Estate Planning

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’ estate planning and business objectives.

Business Law

Jeff’s experience includes forming, organizing, and counseling limited liability companies, partnerships, and corporations. 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 has handled major transactions, including acquisitions, financings, conversions, and dissolutions, and advises clients about their estate planning options when faced with liquidity events or other changes in their businesses.

Jeff also has substantial experience with forming, counseling, and obtaining tax-exempt status for nonprofit organizations.

California State Bar

  • Member, Trusts and Estates and Business Sections

East Bay Trusts and Estates Lawyers

  • Past President, 2014

East Bay Tax Club

East Bay Estate Planning Council

  • Selected for inclusion in Northern California Super Lawyers magazine, “Super Lawyer,” 2014 – 2019
  • 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

Publications

Keeping Your Family Business Intact from One Generation to Another

Keeping Your Family Business Intact from One Generation to Another

05/24/2019 | Oakland Business Review

[This article was originally published in the Oakland Business Review in the May / June 2019 issue.] Passing interests in a family business to the next generation in a tax-sensitive…

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Tax Strategies For Family-Owned Businesses

Tax Strategies For Family-Owned Businesses

09/07/2016 | Financial Advisor

This article originally appeared in the September 2016 issue of Financial Advisor magazine. Click here to see the original article  By Jeffrey B. Levi and M. Brooke Wilson Critical to…

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News

Wendel Rosen Sees 22 Attorneys Named as 2019 Northern California Super Lawyers and Rising Stars

Wendel Rosen Sees 22 Attorneys Named as 2019 Northern California Super Lawyers and Rising Stars

07/08/2019

Wendel Rosen LLP, the largest law firm in the East Bay representing businesses throughout the state, announces that 22 attorneys have been named to the 2019 edition of Northern California…

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Wendel Rosen Sees 26 Attorneys Named 2018 Northern California Super Lawyers and Rising Stars

Wendel Rosen Sees 26 Attorneys Named 2018 Northern California Super Lawyers and Rising Stars

07/10/2018

OAKLAND, Calif., July 10, 2018 – Wendel, Rosen, Black & Dean LLP announces that 26 attorneys have been named to the 2018 edition of Northern California Super Lawyers, including two…

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Wendel Rosen Bolsters Trusts and Estates and Construction Practices with Trio of New Attorneys

Wendel Rosen Bolsters Trusts and Estates and Construction Practices with Trio of New Attorneys

12/15/2015

OAKLAND, Calif., Dec. 15, 2015 – Wendel, Rosen, Black & Dean LLP, one of the largest law firms in the East Bay representing businesses throughout the region, welcomes Jeffery B….

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Education

University of San Francisco; J.D., cum laude

Pomona College, California; B.A.

Admissions

State Bar of California