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Jonathan A Levy

Practice areas:

Elder Law, Estate Planning, Probate, Trusts

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Practice Areas

Licensed since 1982

  1. Trusts: 25%
  2. Probate: 25%
  3. Estate Planning: 25%
  4. Elder Law: 25%

Payment

Payment Types:

Check

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Contact Info

Cavanaugh Levy Bilyeu LLP

888 SW 5th Ave Ste 650
Portland, OR, 97204

Resume

License

StateStatusAcquiredUpdated
ORActive198808/16/2015
MEAdministrative - Not authorized to practice198208/13/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.

Avvo Contributions

Legal Answers

Awards

Award NameGrantorDate Granted
Best Lawyers -- Trusts and EstatesBest Lawyers in America2014
Oregon Super LawyerSuper Lawyers Magazine2013
Best Lawyers -- Trusts and EstatesBest Lawyers in America2013
Oregon Super LawyerSuper Lawyers Magazine2012
Best Lawyers - Trusts and EstatesBest Lawyers in America2012
Oregon Super LawyerSuper Lawyers Magazine2011
Oregon SuperlawyerSuper Lawyers Magazine2010

Work Experience

TitleCompany NameDuration
AttorneyCavanaugh Levy Bilyeu2001 - Present
AttorneyJonathan A. Levy, Atty.1999 - 2001
AttorneyU.S. Bancorp Law Division1987 - 1997
AssociateThompson McNaboe & Ashley1983 - 1987
Law ClerkMaine Supreme Judicial Court1982 - 1983

Associations

Association NamePosition NameDuration
American College of Trust and Estate CounselFellow2010 - Present
Oregon State Bar, Estate Planning and Administration SectionChair2008 - 2008
Oregon State Bar, Estate Planning and Administration SectionExecutive Committee Member1999 - 2009
Estate Planning Council of PortlandMember1997 - Present
Oregon Bankers Association, Trust CommitteeChair1996 - 1997
Oregon Bankers Association, Trust CommitteeMember1994 - 1999
Oregon State Bar, Estate Planning and Administration SectionMember1992 - Present

Publications

Publication NameTitleDate
Administering Oregon Estates (Oregon State Bar)Managing Estate Assets2012
Oregon State Bar, Family Law Division NewsletterShips That Pass in the Night: An Estate Planner’s Response to Olesberg and Olesberg2009
Oregon State Bar Estate Planning and Administration Section newsletterFDIC Insurance of Nontrust Accounts of Interest to Estate Planners2008
Oregon State Bar Estate Planning and Administration Section newsletterBankruptcy and Estate Planning in Oregon2007
Administering Trusts in Oregon (Oregon State Bar)Creditors’ Rights and Trust Assets2007
Oregon State Bar Estate Planning and Administration Section newsletterCreditor Claims and the Oregon Uniform Trust Code2006
Elder Law (Oregon State Bar)Legal Issues in Retirement Planning and Investing2005
Oregon State Bar Estate Planning and Administration Section newsletterLessons for Charities from the Laws of Prudent Investing2004
Oregon State Bar Estate Planning and Administration Section newsletterAdvising a Creditor of an Estate if No Personal Representative Has Been Appointed2004
Oregon State Bar Estate Planning and Administration Section newsletterNew Old Provisions of the Revised Uniform Principal and Income Act2004
Oregon Elder Law Section NewsletterIs It Safe to Leave an Inheritance to a Disabled Child Through a Revocable Inter Vivos Trust?2003
Oregon State Bar Estate Planning and Administration Section newsletterThe IRS Issues Final Rules for Minimum Required Distributions2002
Probate and Property magazine (ABA)The IRS’s New Proposed Rules for Required Minimum Distributions2001
Oregon State Bar Estate Planning and Administration Section newsletterCreditor Claims Against Revocable Trusts2001
Probate and Property magazine (ABA)An Update on Making Retirement Benefits Payable to Trusts2000
Elder Law (Oregon State Bar)Legal Issues in Retirement Planning and Investing2000
Oregon Elder Law Section NewsletterNine Tips for Lawyers to Help Clients Make the Most of Their Retirement Savings2000
Trusts & EstatesThe Total Return Unitrust: Is It Time for High-Fives?2000
Oregon State Bar Estate Planning and Administration Section newsletterUniform Prudent Investor Act in Oregon1999
Oregon State Bar BulletinA Matter of Trust: Living Trusts from a Bank Lawyer’s Perspective1993

Education

School NameMajorDegreeGraduated
University of Michigan Law SchoolLawJD - Juris Doctor1982
Harvard CollegeApplied MathematicsAB1977