Marc S Levine

PRO

Marc S Levine

3.9
77 reviews
This is an aggregated review score of Avvo and Lawyers.com reviews.
Rating: 10.0

Licensed for 33 years

Estate planning Lawyer at Bethesda, MD
Practice Areas: Estate Planning, Probate, Trusts

4520 East West Highway., Suite. 700, Bethesda, MD

Virtual Consultation Available

Free Consultation

About Marc

Biography

Applying Trust And Common Sense To Estate And Probate Matters For You And Your Family.

Practice Areas

3

Practice Areas

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.

33 years

45%
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.

33 years

40%
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.

33 years

15%

Fees and Rates

Cost

Free Consultation

$0 first 60 minutes


Payment Methods

  • Cash
  • Check
  • Credit Card

Awards

Client's Choice
Client's Choice
2020 2019 2018
...
+ 2
AV Preeminent Peer Review Rating

Licenses

Licensed in Virginia for 29 years

State: Virginia

Acquired: 1996

Active

No misconduct found

Licensed in District of Columbia for 31 years

State: District of Columbia

Acquired: 1994

Good Standing

No misconduct found

Licensed in Maryland for 33 years

State: Maryland

Acquired: 1992

Active

No misconduct found

Location

Handler & Levine, LLC

4520 East West Highway., Suite. 700, Bethesda, MD, 20814

handlerlevine.com/attorneys/marc-s-levine/

Online Presence

Other places you can find Marc online.

Marc S Levine's Reviews

Showing 1 - 5 of 6 reviews | Trustworthiness

Posted by Ruiqian (Rich) | May 09, 2022 | Hired Attorney | Estate Planning

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 dif...ferent 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.

Posted by Janis | June 03, 2018 | Hired Attorney | Estate Planning

Very knowledgeable and thorough

Marc Levine was recommended to us by our financial advisor to help update our estate planning documents. I give him 5 stars because he listened to our needs, provided very helpful feedback, guided us clearly through the process of creating appropriate documents, pointed out issues that we hadn’t con...sidered, but were pertinent, and throughout the process, he made us feel very comfortable. We felt confident that he would provide us with the documents we needed, and we are very satisfied with the results. In particular, he raised questions that we hadn’t thought of regarding estate planning and how to ensure through the document that grandchildren would be benefitting appropriately, so our documents accurately reflect what we would like to have done in the future. He also guided us through the health-related documents and answered our questions clearly and professionally pointing out what can and can’t be done and making us feel comfortable with our decisions regarding health care in the future. There are many sensitive issues arising with estate planning and Marc knew just how to approach these. We left our meeting with Marc Levine feeling relieved and comfortable, and the final documents were prepared and presented as promised. I say this because we did meet with another attorney prior and we were not pleased with the consultation so we did have a clear comparison. I highly recommend Marc Levine to anyone needing expert guidance with estate planning.

Posted by Audra and Andrew | July 20, 2017 | Hired Attorney | Estate Planning

Will and estate planning

Marc and his efficient team made our will and trust experience clear and painless. He was very thorough and ensured our plans and goals for our children are clearly documented. I highly recommend Marc and team and appreciated their honest and informed counsel.

Posted by Nicole | May 15, 2017 | Hired Attorney | Wills & Living Wills

Great experience working with Mr. Levine

Marc helped us create our wills, Advanced Medical Directives and set up trusts for our kids. He explained everything in detail as helped us talk through the difficult decisions. We were left with no doubts that all our affairs will be in order for our loved ones when we die. We would highly recommend... him, especially to federal employees, since he knows our benefits inside and out.

Posted by Richard | December 18, 2015 | Hired Attorney | Estate Planning

Estate Planning: Revocable Living Trusts

Marc Levine, an expert in estate planning, did a very competent and thorough job of revising my (and my wife's) revocable living trusts. He worked closely with us five years ago to develop the original trusts. Marc has a genial, friendly, and open personality that gave us confidence in his judgemen...ts and dedication to achieving our goals. We feel very confident that the trusts and associated documents (Last will and Testaments, Durable General Powers of Attorney, Medical Directives) that he produced are accurate and abide by all current laws in Maryland. I highly recommend Marc Levine.

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Marc S Levine's Lawyer Endorsements

Endorse Marc
Diane Allison Seltzer headshot
Diane Seltzer

Estate planning lawyer | Nov 11

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Morris Klein headshot
Morris Klein

Estate planning lawyer | Nov 10

Relationship: Fellow lawyer in community

"Marc is a highly qualified and very experienced estates and trusts attorney."

Michael Jonathan Bramnick headshot
Michael Bramnick

Estate planning lawyer | Nov 10

Relationship: Fellow lawyer in community

"Marc is a very knowledgeable and experienced estate planning attorney. I endorse this lawyer."

Robert C. Eustice headshot
Robert Eustice

Trusts lawyer | 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."

Harvey M. Schweitzer headshot
Harvey Schweitzer

Estate planning lawyer | 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."

Laurie B Horvitz headshot
Laurie Horvitz

Trusts lawyer | Aug 12

Relationship: Worked together on matter

"I have worked with Marc Levine on several matters. He is an excellent lawyer."

Alan B Fischler headshot
Alan Fischler

Estate planning lawyer | 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."

David W Hotes headshot
David Hotes

Estate planning lawyer | 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."

Lisa Seltzer Becker headshot
Lisa Becker

Estate planning lawyer | Jan 09

Relationship: Worked together on matter

"I highly endorse this lawyer's work."

View All Endorsements
Diane Allison Seltzer headshot
Diane Seltzer

Employment and labor lawyer

Michael Jonathan Bramnick headshot
Michael Bramnick

Lawsuits and disputes lawyer

Robert C. Eustice headshot
Robert Eustice

Divorce and separation lawyer

David W Hotes headshot
David Hotes

Corporate and incorporation lawyer

Alan B Fischler headshot
Alan Fischler

Litigation lawyer

Lisa Seltzer Becker headshot
Lisa Becker

Marriage and prenuptials lawyer

Experience

Rating:  10.0 (Superb)

Honors

2025

Super Lawyer, Super Lawyers

2024

Super Lawyer, Super Lawyers

2023

Preeminent 5.0 out of 5, Martindale-Hubbell

2023

Super Lawyer, Maryland Super Lawyers

2023

Super Lawyer, District of Columbia Super Lawyers

2022

Super Lawyer, Super Lawyers

2021

Super Lawyer, Super Lawyers

2020

Super Lawyer, Super Lawyers

2019

Super Lawyer, Super Lawyers

2018

Super Lawyer, Super Lawyers

Work Experience

2006 - 2022

Instructor, Montgomery Collge

2003 - 2022

Seminar Presenter, National Institute of Transition Planning, Inc.

Associations

2015 - Present

Estate and Trust Study Group - Maryland State Bar Association

Member

2014 - Present

Charles E. Smith Jewish Day School

Chair, Planned Giving Committee

1996 - Present

Virginia Bar Association

Member

1994 - Present

District of Columbia Bar Association

Member

1992 - Present

Maryland State Bar Association

Member

American Bar Association

Member

2015 - 2023

Estate Planning Council of Montgomery County, MD, Inc.

Board Member, Officer

Sample of Legal Cases

Porterfield v. Mascari II, Inc.

Victory

See More Legal Cases

Education

1992

George Washington University National Law Center

JD - Juris Doctor

1988

Boston University

BS - Bachelor of Science

Speaking Engagements

2016

The Montgomery County Maryland American Inn Of Court

Death Taxes - 2016 & Beyond

2015

A Look Back at 2015 to Plan Ahead for 2016 Estate Planning

2014

Workforce Development & Continuing Eduction Wills, Trusts and Estates

2014

Estate Planning Updates Wills, Trusts and Estates

Publications

Languages

English

Activity

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Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution