
Jeffrey Steven Levin, Estate Planning Attorney in New York
Over 46 years of legal practice · focused on Estate Planning, Tax, and Trusts · 5.0/5 rating from 22 verified client reviews
PartneratSquire Patton Boggs
New, NY
Practicing estate planning in New York since 1980.
- 46+
- Years practicing
- 5.0 ★
- 22 client reviews
- 3
- Bar admissions
Practices in
Are you Jeffrey Steven Levin?
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Quick answer
Jeffrey Steven Levin is a partner based in New York, NY. The practice focuses on Estate Planning, Tax, and Trusts. Jeffrey has over 46 years of legal experience. Currently practicing at Squire Patton Boggs. Rated 5.0 out of 5 from 22 client reviews.
- Based in
- New York, NY
- Experience
- over 46 years
- Known for
- Estate Planning · Tax · Trusts
- Handles Estate Planning, Tax, and Trusts matters from New York, NY.
- Over 46 years of practice as a licensed attorney.
- Recognized with AV Preeminent.
About Jeffrey Steven Levin: Jeffrey Steven Levin is a partner based in New York, NY. The practice focuses on Estate Planning, Tax, and Trusts. Jeffrey has over 46 years of legal experience. Currently practicing at Squire Patton Boggs. Rated 5.0 out of 5 from 22 client reviews.
Areas of practice
Jeffrey's practice areas in New York
Jeffrey concentrates on estate planning, tax, and trusts. Each area below outlines the kind of case Jeffrey handles, typical outcomes to expect, and how the intake process starts.
Estate Planning
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Tax
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Trusts
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Estate Planning cases in New York
Jeffrey takes estate planning matters in New York. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Jeffrey agrees to represent you.
Tax cases in New York
Jeffrey takes tax matters in New York. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Jeffrey agrees to represent you.
Trusts cases in New York
Jeffrey takes trusts matters in New York. Typical engagements include intake calls to scope the issue, review of any records or filings you already have, and a written strategy memo before Jeffrey agrees to represent you.
Biography
Jeffrey Steven Levin, estate planning attorney serving New York
Jeffrey Steven Levin is a partner based in New York, NY. The practice focuses on Estate Planning, Tax, and Trusts. Jeffrey has over 46 years of legal experience. Currently practicing at Squire Patton Boggs. Rated 5.0 out of 5 from 22 client reviews. Jeffrey works from New York and takes on estate planning matters across the region.
Jeffrey Steven Levin is a lawyer practicing trusts, taxation & benefits, estate planning, succession & wealth preservation. Jeffrey received a A.B. degree from Lafayette College in 1975, and has been licensed for 46 years. Jeffrey practices at Squire Patton Boggs in New York, NY.
How Jeffrey handles estate planning matters
Jeffrey Steven Levin is a lawyer practicing trusts, taxation & benefits, estate planning, succession & wealth preservation. Jeffrey received a A.B. degree from Lafayette College in 1975, and has been licensed for 46 years. Jeffrey practices at Squire Patton Boggs in New York, NY.
The kind of cases Jeffrey takes
Jeffrey reviews new inquiries case-by-case for estate planning, tax, and trusts matters across New York.
Credentials
Credentials — where Jeffrey studied and practices
New York University
LL.M. Taxation · 1982
Lafayette College
A.B. · 1975
Jurisdictions
Jeffrey's state bar admissions
New Jersey U.S. Tax
1995 · ACTIVE
Maryland
1988 · ACTIVE
New York
1980 · ACTIVE
Jeffrey studied at LL.M. Taxation in New York University and A.B. in Lafayette College.
Law school and academic background
Jeffrey completed LL.M. Taxation in New York University and A.B. in Lafayette College. Formal legal training is one signal of substantive knowledge — the day-to-day practice Jeffrey runs in New York is where that training gets applied to real client questions.
Recognition
Jeffrey's legal honors and published work
Jeffrey has received 1 formal recognition from bar associations, industry bodies, and peer-review services.
AV Preeminent
Legal awards and honors
AV Preeminent.
Affiliations
Jeffrey's professional memberships and bar associations
The Association of the Bar of the City of New York New York State (Member, Sections on: Tax Law Trusts & Estates) and American (Member, Sections on: Taxation Law Real Property Trusts and Estates) Bar Associations Society of Trusts & Estate Practitioners
membership
Locations
Jeffrey Steven Levin's office in New York
Jeffrey's primary office is at 30 Rockefeller Plz., Ste. 22, New York, NY, 10112. In-person meetings are by appointment; a phone intake usually comes first.
Client feedback
Client reviews of Jeffrey Steven Levin — 5.0/5 rating from 22 verified client reviews
Every review below is from a verified client of Jeffrey. Reviews cover communication, case outcome, and value — the three signals that matter most when comparing estate planning attorneys in New York.
5.0
22 client reviews
Client ratings are sourced from public records and editorial research. Reviews on LawyersListed are accepted from verified clients once Jeffrey Steven Levin claims this profile.
Read all reviewsHiring guide
How to hire Jeffrey Steven Levin — what to expect in your first consultation
Working with a new estate planning attorney should feel structured. Here's how the first two conversations with Jeffrey usually go, from the moment you request a consult to the day representation begins.
Consultation formats and pricing
Jeffrey charges for the initial consult. That fee is credited toward representation if you retain Jeffrey'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; Jeffrey will tell you what matters and what doesn't.
Questions to ask a estate planning attorney in New York
A short list to run through before you commit: How many estate planning 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 Jeffrey
Jeffrey discusses fees during intake so the arrangement fits the matter. Contingency, hourly, and flat-fee options are all common in estate planning practice — ask which fits.
Hourly rates, contingency fees, and flat-fee options
Every estate planning 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. Jeffrey confirms the model in the engagement letter before any work starts.
Payment methods and payment plans
Jeffrey's office accepts standard payment methods. Ask about payment plans if the retainer is a stretch — many estate planning practices work with clients on structured schedules.
Frequently asked
Frequently asked questions about Jeffrey Steven Levin
How much does it cost to hire Jeffrey for a estate planning case?
Cost depends on the type of matter, the fee model (contingency, flat, hourly), and how contested the case becomes. Jeffrey walks through the likely range during the consult so there are no surprises.
Does Jeffrey offer a free consultation?
Jeffrey charges for the initial consult; that fee is credited toward representation if you retain Jeffrey's office. Some estate planning attorneys offer free consults — check Jeffrey's current terms during booking.
How long do estate planning cases in New York typically take?
Simple estate planning 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. Jeffrey gives a realistic estimate for your facts at the consult — vague answers here are a red flag.
Can Jeffrey take my case if I'm outside New York?
Jeffrey is licensed in New York. Matters governed by New York law are the natural fit. Out-of-state matters are handled case-by-case, sometimes with local co-counsel. Ask during intake — Jeffrey 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 Jeffrey?
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. Jeffrey will filter what matters — over-preparing at intake is always cheaper than needing a second meeting.
Is Jeffrey accepting new estate planning clients right now?
Jeffrey's intake status shifts week to week. Submit the form; the office will confirm availability or refer the matter out.
Areas served
Estate Planning attorneys serving Albany and Brooklyn in New York
Jeffrey handles estate planning matters throughout New York. Each city below is a direct link into the search page for verified estate planning attorneys in that community.
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