Estate, Taxes & Elder Law

Levin & Gann, P.A.'s Estates, Trusts and Elder Law Department chaired by Andrew R. Sandler, designs estate plans for clients at all levels of wealth accumulation and all types of personal and family situations. Planning includes the careful review of a client's assets, determining the overall family objectives, drafting the necessary wills, trusts and other documentation, monitoring gift giving programs and ensuring all necessary compliance with the Internal Revenue Service and related State agencies. In addition, the Department administers estates and trusts, and assists in ongoing tax planning and compliance.

Estate planning services at Levin & Gann focus on the clients desires. By gaining a thorough understanding of the client's assets and concerns, Mr. Sandler and Mayer E. Guttman guide the client through the options available to ease the decision-making process. Our final plans reflect the client's concerns, optimize the retention and control of assets, and preserve flexibility as estate tax laws evolve.

The Estates, Trusts and Elder Law Department also provides experienced representation on issues including matters of guardianship, government programs, and medical and health concerns for young and aging clients.

Tax Law

Under the chairmanship of Mayer E. Guttman, Levin and Gann, PA. 's tax department specializes in tax planning for corporations, closely-held business entities (including limited liability entities), non-profit organizations and individuals. Using a team approach, the department focuses on planning and counseling for formation of businesses, mergers and acquisitions, sales and liquidations. The Tax Law Department works closely with the Corporate and Business Law Department, Estates, Trust and Elder Law Department and the Real Estate Services Department, offering expert and innovative advice in all facets of federal, state and local taxation. Included are tax oriented structuring of commercial transactions, such as mergers, acquisitions and corporate restructuring and real estate matters, such as tax free exchanges. The Tax Law Department also represents clients in administrative and judicial proceedings, including rulings, tax audits and appeals and other tax problems and disputes at the federal, state and local levels.