Jeffery Baer Levi, Business Attorney in Oakland, California
Over 26 years of legal practice · focused on Business, Estate Planning, and Trusts
AssociateatRoisman Henel + Adams LLP
Oakland, CA
Practicing business in Oakland since 2000.
- 26+
- Years practicing
- 1
- Bar admission
Practices in
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Quick answer
Jeffery Baer Levi is an associate based in Oakland, CA. The practice focuses on Business, Estate Planning, and Trusts. Jeffery has over 26 years of legal experience. Currently practicing at Roisman Henel + Adams LLP.
- Based in
- Oakland, CA
- Experience
- over 26 years
- Known for
- Business · Estate Planning · Trusts
- Handles Business, Estate Planning, and Trusts matters from Oakland, CA.
- Over 26 years of practice as a licensed attorney.
About Jeffery Baer Levi: Jeffery Baer Levi is an associate based in Oakland, CA. The practice focuses on Business, Estate Planning, and Trusts. Jeffery has over 26 years of legal experience. Currently practicing at Roisman Henel + Adams LLP.
Areas of practice
Legal matters Jeffery takes on
Jeffery concentrates on business, estate planning, and trusts. Each area below outlines the kind of case Jeffery handles, typical outcomes to expect, and how the intake process starts.
Business
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Estate Planning
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Trusts
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Business cases in Oakland, California
Jeffery takes business matters in Oakland, California. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Jeffery agrees to represent you.
Estate Planning cases in Oakland, California
Jeffery takes estate planning matters in Oakland, California. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Jeffery agrees to represent you.
Trusts cases in Oakland, California
Jeffery takes trusts matters in Oakland, California. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Jeffery agrees to represent you.
Biography
Meet Jeffery Baer Levi — business lawyer in Oakland
Jeffery Baer Levi is an associate based in Oakland, CA. The practice focuses on Business, Estate Planning, and Trusts. Jeffery has over 26 years of legal experience. Currently practicing at Roisman Henel + Adams LLP.
Jeffery Baer Levi is a lawyer practicing corporate and transactional law, estate planning, business law and 1 other area of law. Jeffery received a B.A. degree from Pomona College in 1991, and has been licensed for 26 years. Jeffery practices at Roisman Henel + Adams LLP in Oakland, CA.
Working with Jeffery on a business matter
Jeffery Baer Levi is a lawyer practicing corporate and transactional law, estate planning, business law and 1 other area of law. Jeffery received a B.A. degree from Pomona College in 1991, and has been licensed for 26 years. Jeffery practices at Roisman Henel + Adams LLP in Oakland, CA.
Clients Jeffery works with
Jeffery reviews new inquiries case-by-case for business, estate planning, and trusts matters in Oakland and the surrounding California area.
Credentials
Education, bar admissions, and languages
University of San Francisco
J.D. · 2000
Pomona College
B.A. · 1991
Jurisdictions
Jeffery's state bar admissions
California
2000 · ACTIVE
Jeffery studied at J.D. in University of San Francisco and B.A. in Pomona College.
Law school and academic background
Jeffery completed J.D. in University of San Francisco and B.A. in Pomona College. Formal legal training is one signal of substantive knowledge — the day-to-day practice Jeffery runs in California is where that training gets applied to real client questions.
Locations
Jeffery Baer Levi's office in Oakland
Jeffery's primary office is at 1999 Harrison St., Ste. 1400, Oakland, CA, 94612. In-person meetings are by appointment; a phone intake usually comes first.
Roisman Henel + Adams LLP
1999 Harrison St., Ste. 1400
Oakland, CA 94612
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Client reviews of Jeffery Baer Levi
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Schedule your consultationHiring guide
How to hire Jeffery Baer Levi — what to expect in your first consultation
Working with a new business attorney should feel structured. Here's how the first two conversations with Jeffery usually go, from the moment you request a consult to the day representation begins.
Consultation formats and pricing
Jeffery charges for the initial consult. That fee is credited toward representation if you retain Jeffery's office.
What to bring to your first meeting
Bring any documents you already have — police reports, medical records, filed pleadings, correspondence from an insurer, a copy of the contract at issue. If you're not sure, err on the side of bringing everything; Jeffery will tell you what matters and what doesn't.
Questions to ask a business attorney in Oakland, California
A short list to run through before you commit: How many business matters have you handled in the last year? What's your fee structure? Who else in the office will work on this? What's your realistic estimate of timeline and range of outcomes? How do I reach you between meetings?
Fees & payment
Fees, payment methods, and consultation options for Jeffery
Jeffery discusses fees during intake so the arrangement fits the matter. Contingency, hourly, and flat-fee options are all common in business practice — ask which fits.
Hourly rates, contingency fees, and flat-fee options
Every business matter is priced differently. Simple document review might be a flat fee. Injury litigation is often contingency. Complex commercial disputes usually run hourly with a retainer. Jeffery confirms the model in the engagement letter before any work starts.
Payment methods and payment plans
Jeffery's office accepts standard payment methods. Ask about payment plans if the retainer is a stretch — many business practices work with clients on structured schedules.
Frequently asked
Frequently asked questions about Jeffery Baer Levi
How much does it cost to hire Jeffery for a business case?
Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. Jeffery walks through the likely range during the consult so there are no surprises.
Does Jeffery offer a free consultation?
Jeffery charges for the initial consult; that fee is credited toward representation if you retain Jeffery's office. Some business attorneys offer free consults — check Jeffery's current terms during booking.
How long do business cases in California typically take?
Simple business matters can wrap in a few weeks; disputed cases can run 6–18 months from intake to resolution, longer if the matter goes to trial. Jeffery gives a realistic estimate for your facts at the consult — vague answers here are a red flag.
Can Jeffery take my case if I'm outside Oakland?
Jeffery is licensed in California. Matters governed by California law are the natural fit. Out-of-state matters are handled case-by-case, sometimes with local co-counsel. Ask during intake — Jeffery will tell you if the case is a fit or refer you to someone closer to your court.
What should I bring to my first meeting with Jeffery?
Bring every document that touches the dispute: contracts, correspondence, police or medical reports, filed pleadings, invoices, photographs, insurance letters. Also bring a written timeline of what happened, in your own words. Jeffery will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.
Is Jeffery accepting new business clients right now?
Jeffery's intake status shifts week to week. Submit the form; the office will confirm availability or refer the matter out.
Areas served
Business attorneys serving Oakland, Los Angeles and San Francisco in California
Jeffery handles business matters throughout California. Each city below is a direct link into the search page for verified business attorneys in that community.
- Oakland5,709 attorneys
- Los Angeles39,975 attorneys
- San Francisco26,380 attorneys
- San Diego16,903 attorneys
- Sacramento10,561 attorneys
- Irvine6,831 attorneys
- San Jose5,009 attorneys
- Palo Alto4,084 attorneys
- Beverly Hills3,348 attorneys
- Newport Beach3,106 attorneys
- Pasadena2,894 attorneys
- Santa Monica2,756 attorneys
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