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
LEVELLE LAW ARTICLES
COMMUNITY PARTNERS
