Samuel L. Levy focuses his practice in the areas of taxation, real estate and corporate transactional planning, real estate syndication, estate and business planning, and probate law. His real estate activities have included joint venture negotiation and formation for major real estate projects, syndication of real estate investment funds to pension and institutional investors, and counseling concerning real estate investment, financing and disposition structures.
Sam's estate planning and probate activities emphasize estate and income tax planning for individuals and family owned businesses, including estate freezing techniques, transactions involving trusts and family entities, and representation before estate and income tax authorities. He has been involved with bar-sponsored legislative revision activities relating to several probate and state transfer tax issues. His practice also includes the formation and representation of tax-exempt charitable organizations and estate planning for charitably active clients through private foundations and related vehicles.
- Real estate joint venture and syndication
- Estate and business planning
- Probate and trust law