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Jonathan A Levy
About Jonathan
Practice Areas
4
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in Oregon for 38 years
State: Oregon
Acquired: 1988
No misconduct found
Licensed in Maine for 43 years
State: Maine
Acquired: 1982
No misconduct found
Location
Cavanaugh Levy Bilyeu LLP
888 SW 5th Ave Ste 650, Portland, OR, 97204
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Experience
Honors
2014
Best Lawyers -- Trusts and Estates, Best Lawyers in America
2013
Oregon Super Lawyer, Super Lawyers Magazine
2013
Best Lawyers -- Trusts and Estates, Best Lawyers in America
2012
Oregon Super Lawyer, Super Lawyers Magazine
2012
Best Lawyers - Trusts and Estates, Best Lawyers in America
2011
Oregon Super Lawyer, Super Lawyers Magazine
2010
Oregon Superlawyer, Super Lawyers Magazine
Work Experience
2001 - Present
Attorney, Cavanaugh Levy Bilyeu
1999 - 2001
Attorney, Jonathan A. Levy, Atty.
1987 - 1997
Attorney, U.S. Bancorp Law Division
1983 - 1987
Associate, Thompson McNaboe & Ashley
1982 - 1983
Law Clerk, Maine Supreme Judicial Court
Associations
2010 - Present
American College of Trust and Estate CounselFellow
1997 - Present
Estate Planning Council of PortlandMember
1992 - Present
Oregon State Bar, Estate Planning and Administration SectionMember
2008 - 2008
Oregon State Bar, Estate Planning and Administration SectionChair
1999 - 2009
Oregon State Bar, Estate Planning and Administration SectionExecutive Committee Member
1996 - 1997
Oregon Bankers Association, Trust CommitteeChair
1994 - 1999
Oregon Bankers Association, Trust CommitteeMember
Education
1982
University of Michigan Law School
JD - Juris Doctor
1977
Harvard College
AB
Publications
2012
Administering Oregon Estates (Oregon State Bar)
Managing Estate Assets
2009
Oregon State Bar, Family Law Division Newsletter
Ships That Pass in the Night: An Estate Planner’s Response to Olesberg and Olesberg
2008
Oregon State Bar Estate Planning and Administration Section newsletter
FDIC Insurance of Nontrust Accounts of Interest to Estate Planners
2007
Oregon State Bar Estate Planning and Administration Section newsletter
Bankruptcy and Estate Planning in Oregon
2007
Administering Trusts in Oregon (Oregon State Bar)
Creditors’ Rights and Trust Assets
2006
Oregon State Bar Estate Planning and Administration Section newsletter
Creditor Claims and the Oregon Uniform Trust Code
2005
Elder Law (Oregon State Bar)
Legal Issues in Retirement Planning and Investing
2004
Oregon State Bar Estate Planning and Administration Section newsletter
New Old Provisions of the Revised Uniform Principal and Income Act
2004
Oregon State Bar Estate Planning and Administration Section newsletter
Advising a Creditor of an Estate if No Personal Representative Has Been Appointed
2004
Oregon State Bar Estate Planning and Administration Section newsletter
Lessons for Charities from the Laws of Prudent Investing
2003
Oregon Elder Law Section Newsletter
Is It Safe to Leave an Inheritance to a Disabled Child Through a Revocable Inter Vivos Trust?
2002
Oregon State Bar Estate Planning and Administration Section newsletter
The IRS Issues Final Rules for Minimum Required Distributions
2001
Oregon State Bar Estate Planning and Administration Section newsletter
Creditor Claims Against Revocable Trusts
2001
Probate and Property magazine (ABA)
The IRS’s New Proposed Rules for Required Minimum Distributions
2000
Trusts & Estates
The Total Return Unitrust: Is It Time for High-Fives?
2000
Oregon Elder Law Section Newsletter
Nine Tips for Lawyers to Help Clients Make the Most of Their Retirement Savings
2000
Elder Law (Oregon State Bar)
Legal Issues in Retirement Planning and Investing
2000
Probate and Property magazine (ABA)
An Update on Making Retirement Benefits Payable to Trusts
1999
Oregon State Bar Estate Planning and Administration Section newsletter
Uniform Prudent Investor Act in Oregon
1993
Oregon State Bar Bulletin
A Matter of Trust: Living Trusts from a Bank Lawyer’s Perspective