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Marc S Levine

Estate planning Attorney at Bethesda, MD

4.9   76 reviews
Free consultation Virtual consultation available
Free consultation Virtual consultation available
  • State Years
    Virginia - VA 27 years
    Dist. of Columbia - DC 30 years
    Maryland - MD 31 years
  • Licensed for 27 years
    State VA
    Acquired 1996
    Status
    Active No misconduct found
  • Licensed for 30 years
    State DC
    Acquired 1994
    Status
    Good Standing No misconduct found
  • Licensed for 31 years
    State MD
    Acquired 1992
    Status
    Active No misconduct found

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

About Marc

Learn Marc’s areas of practice.

3
Practice areas
  1. Estate planning
    45%
    We design estate plans to assure that clients’ net worth passes to their intended beneficiaries with minimal tax and administrative expenses, while maximizing flexibility and ease of use for clients during their lives and their families after their deaths.

    31 years

  2. Probate
    40%
    During some of the hardest times our clients face, we help them to probate wills, administer estates and trusts, deal with family issues, and minimize the negative impact the passing of a loved one can have on their lives.

    31 years

  3. Trusts
    15%
    As a part of our Estate Planning practice, we incorporate trusts for individuals (including revocable living trusts), their spouse, children, charities and others. We use trusts complement a client's needs, not as a tool for every situation.

    31 years

APPLYING TRUST AND COMMON SENSE TO ESTATE AND PROBATE MATTERS FOR YOU AND YOUR FAMILY.

A little more about me.  I am a third generation Washingtonian, my mother was born and raised in Northwest Washington, D.C., and my father in Northeast Washington, D.C.  My father's parents immigrated to America from Russia, but my mother's parents were born in Southeast Washington, D.C., where my grandmother was raised.

 

I have three daughters, one at Elon University in North Carolina, and two who still attend the Charles E. Smith Jewish Day School in Rockville, Maryland.  My wife is the Resource Counselor at Silver Creek Middel School in Kensington, Maryland.

Awards

AV Preeminent Peer Review Rating

Photos and videos

Location

Handler & Levine, LLC
4520 East West Highway.
Suite. 700
Bethesda, MD, 20814

Reviews

4.9 / 5.0
  76 customer reviews
Posted by Zack | October 6, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Great Experience; Would Highly Recommend
My wife and I worked with Marc on our estate planning - creating wills, powers of attorney and health directives for each of us, reworking beneficiary designations, etc.. Having never done this before, we of course had many questions and issues we needed to learn more about. Marc patiently walked us through the process and ensured that we understood the implications of all of the decisions we needed to make along the way. He is very personable and has a great bedside manner (or whatever the legal equivalent would be termed). He and his staff were always professional and timely in their communications and in delivering document drafts. Overall. we have only good things to say about our experience with Marc and would recommend him to others seeking estate planning services. In fact, following the completion of our own estate planning process, I referred my mother to Marc to do her own planning.
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Posted by Bruce | September 20, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Thorough and Easy
We engaged Mr. Levine for estate and trust establishment services. As indicated in the title for this referral, he did everything we might have hoped for to orient us to the process and then to take us through it in a simple and thorough way. His office was prompt and responsive to questions and, in our case, a brief delay originating on our end.
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Posted by anonymous | April 26, 2024
This review is from a person who hired this attorney.
| Hired Attorney
Absolute Pleasure to Work With
Marc was a consummate professional and we thoroughly enjoyed working with him. He was extremely knowledgable, answered our many questions, exercised patience, listened and understood our concerns, and provided outstanding advice, guiding us through the entire process. I wouldn't hesitate to use him again.
Posted by David | December 19, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Easy to work with, great service
We had put off putting together our estate documents, health directives etc... forever. Finally reached out to Marc and he made the process super simple (and affordable). Greatly appreciated the comprehensive discussion that helped identify the need for other documents for our grown kids that were things we had not ever thought about. Highly recommend.
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Posted by Cheryl and Wiley | March 4, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Superb Lawyer
We used Marc Levine to redo our estate planning. His legal expertise, the time he spent with us, and his explanation of a complicated legal area were all superb. His fee was very reasonable. We would highly recommend Marc Levine.
Posted by Bill | February 27, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Excellent! Highly recommend.
My experience with Marc and his staff has been fantastic. They are dedicated professionals who are not only great at what they do, but they are also very accommodating when it comes to setting up times to review and sign documents. Marc actively listened to my needs and recommended the best path for me and my family. Even though he is a busy man he makes you feel like you are his only client. I would recommend his firm to anyone looking to set up their future estate plans. They are a first class!
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Posted by Bebi | February 10, 2023
This review is from a person who hired this attorney.
| Hired Attorney
Attorney
I hired Marc Levine to do some estate planning for me and my family. And I was very pleased with his work. He made a complex issue very simplified for me and I was able to complete my estate plan with his expertise in this area.
Posted by Stacey and Jack | November 3, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Superb legal assistance
Marc Levine is fabulously organized and detailed as he assists you. He provided us with a will that anticipated issues that we hadn't thought of. His office is responsive and his work is flawless.
Posted by Susan | September 16, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Marc is the consummate professional. He is patient, thorough, kind, and diligent. We utilized his services to update our estate planning documents - from last will and testament to advance directive and more. He also helped us update our beneficiary forms prior to submission after the documents were complete. We will definitely use his services again in the future and highly recommend him.
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Posted by Ruiqian (Rich) | May 5, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Marc Levine is a truly trustable and knowledgeable attorney who and where you want to get your estate plan done reliably
I am a federal retiree. I knew Marc through my institute organized federal retirement benefit seminar prior to my retirement in 2019. Marc was one of the speakers who presented estate planning to attendants. An estate plan is a complicated issue, particularly for an immigrated foreigner from a different culture where the similar issues are handled in different ways. For preparing my retirement and future for my family, I had attended several local attorneys’ seminars several years before my retirement. What I had learned from those seminars were the simple concepts of estate plan, the importance of it, and the risks of the consequences without it, which only resulted in acquirement of very few knowledge, anxiety, more panic and confusion. Marc in the seminar did a very good job in his presentation to explain about the estate plan. He made the complicated issue into several easier understandable subjects. Without some fancy legal terminologies and emotional pressure, he provided me with a much clear view to a previously very confused, puzzled even skeptical world. After listened to his presentation, I had placed Marc on my top candidate for my estate planning attorney. My first consultation with Marc further strengthened my decision to have my estate planning done with him. His knowledge to federal employees’ benefits very impressed me. After listened to my explanation about my own family and financial condition, he first suggested me to use a Will instead of other more complicated and expensive formats such as Revocable Living Trust, because he thought that my whole conditions are simple and straight forward. And, it is cheaper to use a Will to achieve my goal compared to setup a Revocable Living Trust. His first recommendation made me immediately impressive. Marc was standing on his customer side. He would give up an easier opportunity to recommend a more expensive product to his customers, instead, he would recommend an alternative option, which should do a similar job but with a cheaper price. At that moment, I know that I have found a right person to handle my issue. I finally selected the format of Revocable Living Trust by myself due to its legal advantage of allowing an easy manageability in various situations. The paper work of establishing Trust was processed during the pandemic time with many restrictions on office visits and other inconveniences. My communication with Marc was largely dependent on several back-and-forth emails. I appreciate very much for Marc’s quick responsiveness and warm help from his assistant, Sandy, during this difficult period. The whole process had been smooth and pleasant. Thus, I warmly and sincerely recommend Marc to those who have been struggling for sometimes to choose a reliable and truthful attorney for your estate plan. Marc will be able to make you happy and relax.
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Posted by anonymous | August 15, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Courteous and Friendly Staff Led to Great Experience
Mr. Levine and his staff helped my wife and I navigate our estate planning project during the COVID pandemic. Through a virtual interview/conference call, email exchanges with his staff, and phone calls, we were completely prepared for the final meeting where were signed the documents in person. Mr. Levine provided suggestions and advice based on his own family's needs/experiences throughout the process. He was courteous and provided simple and lear answers to our sometimes complicated (for us) questions. We left his office confident we had made all the correct decisions for our family.
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Posted by Stephanie | July 5, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Thorough, knowledgeable estate planner
My husband and I enlisted Marc's estate planning services when we were expecting our first child. He was very knowledgeable and patiently provided expert advice tailored to our needs and status as government employees. As our family has grown and circumstances have evolved, Marc and his staff have helped us update the full range of our estate planning, health directive, and guardianship documents accordingly. We owe them our significant peace of mind.
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Posted by Art | December 7, 2020
This review is from a person who hired this attorney.
| Hired Attorney
referral
Marc provided excellent service. He was very patient, as we sometimes didnt follow up in a timely fashion. I would definitely recommend Marc to future clients. He also was very attuned to Covid related needs.
Posted by John | August 27, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Fantastic experience
Marc did a great job of understanding and tailoring our estate plan to our needs (wills, advance medical directives, powers of attorney, and beneficiary designations aligned with our trusts). His conversational style, wit, and expert ability to clearly explain legalese and the intricacies of federal employment was greatly appreciated, as was his unfailing patience with our many questions during and after the process.
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Posted by Eileen | August 1, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Mr. Levine communicated very well with us about estate planning, what he recommended and why, and answered all of our questions. He worked with us throughout the crazy COVID-19 situation, and he and his office handled signings in person in a way that made us quite comfortable. Responsive and organized.
Posted by Bruce | June 27, 2020
This review is from a person who hired this attorney.
| Hired Attorney
High praise for Marc S. Levine
Handler and Levine have twice assisted us in the preparation of our advanced medical directives as well as with our respective last will and testaments. On both occasions Marc S. Levine took the lead. We found it necessary to do this a second time as the result of our own changing circumstances. When it became apparent that an update was required we did not hesitate to go back to the firm -- having been perfectly satisfied the first time they did this work for us. On both occasions the experience with Mr. Levine was nonpareile. We were impressed with the attention to detail as various eventualities were laid out and dealt with in careful legal terms. We were also impressed with the respectful and empathetic interactions we had with Mr. Levine and the legal team as we dealt with these sensitive issues. The final documents appear flawless to our eyes. High praise. A final note in these troubled times. Documents of this sort require a wet signature in the presence of witnesses. And given the situation with the Covid-19 virus we have to say that the precautions taken by Mr. Levine and the firm to protect the health of all involved were exemplary when we visited the office for the final signing. We can in all good conscience recommend Mr. Levine and his excellent firm to anyone without qualification or reservation
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Posted by Collin | May 9, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Great for a first-timer
Marc and all of his staff were excellent. This was the first time my wife I ventured into the world of estate planning, and needed to draft wills, advance directives, and power of attorneys. I would highly recommend Marc for anyone else in this situation. Marc helped explain the process, provided valuable insight and advice based on his experience, and fully answered all of our many questions. Moreover, he and all his staff were always very friendly, approachable, and responsive. I am very happy that we've had Marc throughout this process.
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Posted by Anthony | April 27, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
I used Marc to prepare my will and medical directive. Very easy to work with and knowledgeable. He didn't push me to prepare anything that wasn't necessary. Very accommodating throughout the process. I highly recommend him.
Posted by Will | April 14, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Administrative Judge (federal, retired)
Marc Levine -- and his assistant, Sandy -- were extremely thorough and prompt in responding to my (many -- I am a lawyer!) questions and requests for changes in our draft estate-planning documents. Especially helpful on which assets need -- and need not -- be titled to a revocable living trust and in coordinating that process with our financial counselors . And readily available to answer follow-up questions after the documents were signed. We are fortunate to have been referred to this Maryland attorney when our out-of-state counsel retired. Would recommend Marc, and his firm, without reservation. Friendly and efficient, from the beginning throughout.
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Posted by Pat | April 11, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Revocable Living Trust and Estate Plan Documents
Marc Levine and his support staff are excellent; they are accessible, punctual, professional in all respects, and do what they say they will. $4K fee for estate plan documents and revocable living trust is quite reasonable. Marc is very timely in scheduling in person meetings and phone consults. His support staff is a pleasure to work with, especially Sandy Brodziski. From start to finish we were done in 4 months, which allowed us 2 months to review documents over Thanksgiving and Christmas. Strongly recommend Mark Levine and his firm for any and all estate planning needs. I am a retired military officer, retired FERS civil servant, and disabled veteran. Wife is retired school teacher, so while not exotic, we cover lots of different bases. We live in Virginia, so were happy to work with Marc.
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Cost

Rates
  • Free Consultation 60 minutes
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Instructor
  • Montgomery Collge
  • 2006 - 2022
  • Seminar Presenter
  • National Institute of Transition Planning, Inc.
  • 2003 - 2022

Education

  • George Washington University National Law Center
  • JD - Juris Doctor
  • 1992
  • Boston University
  • BS - Bachelor of Science
  • 1988

Sample of Legal Cases

  • Porterfield v. Mascari II, Inc.
  • Victory

Associations

  • Estate and Trust Study Group - Maryland State Bar Association
  • Member
  • 2015 - Present
  • Charles E. Smith Jewish Day School
  • Chair, Planned Giving Committee
  • 2014 - Present
  • Virginia Bar Association
  • Member
  • 1996 - Present
  • District of Columbia Bar Association
  • Member
  • 1994 - Present
  • Maryland State Bar Association
  • Member
  • 1992 - Present
  • American Bar Association
  • Member
  • N/A
  • Estate Planning Council of Montgomery County, MD, Inc.
  • Board Member, Officer
  • 2015 - 2023
View all associations

Languages Spoken

  • English

Honors and Awards

  • Preeminent 5.0 out of 5
  • Martindale-Hubbell
  • 2023
  • Super Lawyer
  • Maryland Super Lawyers
  • 2023
  • Super Lawyer
  • District of Columbia Super Lawyers
  • 2023

Speaking Engagements

  • The Montgomery County Maryland American Inn Of Court
  • Death Taxes - 2016 & Beyond
  • 2016
View all speaking engagements

Attorney endorsements

Received (9)
Given (7)
Endorse Marc
Estate planning Attorney | Nov 11
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Nov 10
Relationship: Fellow lawyer in community
"Marc is a highly qualified and very experienced estates and trusts attorney."
Estate planning Attorney | Nov 10
Relationship: Fellow lawyer in community
"Marc is a very knowledgeable and experienced estate planning attorney. I endorse this lawyer."
Trusts Attorney | Jul 25
Relationship: Worked together on matter
"Marc is my go-to trusts and estate attorney. As a family law attorney, my clients frequently need to revise their estate plan as part of the divorce process, and I refer my clients to Marc to help them with their trusts and estates needs."
Estate planning Attorney | Jul 13
Relationship: Fellow lawyer in community
"Mr. Levine is an exceptionally knowledgeable attorney in all phases of estate planning and related matters. I have known Mr. Levine for quite some time and I have referred many clients to him. Without exception these clients are very pleased with his services. Not only does Marc display genuine caring about his clients but he has the skill and experience to assess and address their needs and create solutions to the problems they bring to him."
Trusts Attorney | Aug 12
Relationship: Worked together on matter
"I have worked with Marc Levine on several matters. He is an excellent lawyer."
Estate planning Attorney | Jul 22
Relationship: Fellow lawyer in community
"I enthusiastically endorse this lawyer for all estate planning and probate matters. Marc is a consummate professional and an outstanding attorney."
Estate planning Attorney | May 01
Relationship: Worked together on matter
"I have had the pleasure of working with Marc Levine on at least a dozen separate matters over the course of the past 4 years and know him to be a careful, thorough, knowledgeable, creative and experienced estate planning attorney. In fact, I have consulted him with regard to my own estate plan and endorse him without hesitation."
Estate planning Attorney | Jan 09
Relationship: Worked together on matter
"I highly endorse this lawyer's work."
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Corporate and incorporation
Marriage and prenuptials

Avvo Contributions

4 Legal Answers 0 Legal Guides
Bethesda Estate planning Lawyer Marc S Levine
Marc S Levine
Estate planning Attorney
Bethesda, MD
Licensed for 31 years
Free Consultation
Virtual consultation available