Loeb & Loeb LLP

118 Best Lawyers awards

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Awarded Practice Areas

Litigation - Trusts and Estates Trusts and Estates

Biography

Jerry Levine concentrates his practice on estate planning, estate and trust administration, and income and estate taxation. He represents closely held businesses, real estate owners and developers, entertainment and media clients, private investors and entrepreneurs, and executives of publicly held companies.

Jerry’s experience encompasses wills and trusts, estate and gift tax audits, valuation of closely held businesses, estate and trust accountings, domicile disputes, Tax Court proceedings, and prenuptial agreements. He has lectured extensively on the subject of estate planning and on the administration of trusts and estates for the American Bar Association, the New York State Bar Association, the Estate Planning Council of New York City and the New York State Society of CPAs, among other organizations.

Among his many accolades, Jerry has been honored by the prestigious UJA-Federation of New York’s Annual Lawyers Division Trusts and Estates Group. He is also consistently recognized for excellence in trusts and estates law by The Best Lawyers in America.

Jerry was co-chair of Loeb & Loeb from 2000-2004. Previously, he served as managing partner of the firm’s New York office and national chair of the firm’s Trusts and Estates Department.

Currently, Jerry chairs Loeb & Loeb’s New York Pro Bono Committee. He is deeply committed to pro bono service and is also a member of the boards of two national charitable organizations and many private foundations.

Loeb & Loeb LLP

118 Best Lawyers awards

Loeb & Loeb LLP logo

Overview

  • New York University, LLM Taxation, graduated 1978
  • New York University, J.D., graduated 1974
  • University of Pennsylvania, BS Economics, graduated 1971

  • New York, New York
  • New York, New York
  • New York University, LLM Taxation, graduated 1978
  • New York University, J.D., graduated 1974
  • University of Pennsylvania, BS Economics, graduated 1971

Client Testimonials

Awards & Focus

Lawyer of the Year Badge - 2017 - Litigation - Trusts and Estates
Named "Lawyer of the Year" by Best Lawyers® for:
  • Litigation - Trusts and Estates, New York City (2017)
Recognized in The Best Lawyers in America® 2026 for work in:
  • Litigation - Trusts and Estates
  • Trusts and Estates
Special Focus:
  • Litigation
  • Nonprofit Organizations and Charitable Giving
  • Probate
  • Succession Planning
  • Trust Administration

Additional Information

  • Court Admissions
  • U.S. Tax Court

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