PRACTICE AREAS
ESTATE PLANNING
Whether your estate planning needs are simple or sophisticated, we treat them with the same level of care and efficiency.
At Levelle Law, we work closely with you and your other professional advisors to deliver high-value legal services as part of an integrated estate and business succession planning process.
Our Estate Planning Practice Includes:
- Estate Tax Planning
- Business Succession Planning
- Gift Tax Planning
- Charitable Gift Planning
- Special Needs Planning
TRUST AND ESTATE ADMINISTRATION
Our Trust and Estate Planning Includes:
- Probate
- Administration of Inter Vivas
- Tax Reporting Obligations
- Dispute Resolution
- Guardianships and Conservatorships
NONPROFIT AND SMALL BUSINESS
Our Nonprofit & Small Business Practice Includes:
- Entity Formation
- Board Formation
- Executive Leadership Goals
- Financial Processes
- Succession Planning
LEVELLE LAW TEAM
testimonials
“Michael is knowledgeable, does a great job of understanding what you are trying to accomplish with your estate planning and personable with a good sense of humor.”
Dave A.
“Levelle Law is a skilled, personable, knowledgeable, and reliable law firm providing comprehensive estate planning services for a competitive price.”
Amy K. and Steve D.
“It was smooth and beautifully handled throughout the process. We have no suggestions. We both have worked most of our lives in the legal field, and we were very impressed with the process utilized by Levelle Law.”
Lewis and Louise H.
“This firm is friendly, clear about expectations, and knowledgeable about my needs.”