COMPASSION

EXPERIENCE

INTEGRITY

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

Picture of Michael Levelle. Principal-Owner_attorney

MICHAEL LEVELLE

Principal-Attorney

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Katie Levelle Picture

kaTIe levelle

Office Manager-LEGAL ASSITANT

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“I appreciated the options of meeting in person or on line or by phone. Both Katie and Michael were a delight to work with and Kelsey was quick to respond.”
-Sylvia
“Michael is kind, patient, caring, knowledgeable, and a good people person.”
-Suzanne
“Expect personal attention to details and a pleasant working relationship.”
-Steve
“This firm is friendly, clear about expectations, and knowledgeable about my needs.”
-Sylvia