Jeffery Baer Levi

Jeffery B. Levi practices in the areas of estate planning and corporate and transactional law, and is certified by the California State Bar Board of Legal Specialization as a specialist in probate, estate planning, and trust law.  He is a member of the Board of Directors for East Bay Trusts & Estate Lawyers and is a past president of the organization.  Jeff has been selected by his peers and the publishers of Law & Politics and San Francisco Magazine in 2014 and 2015 as one of Northern California’s “Super Lawyers,” as well as a “Rising Star” in 2009 and 2010.

Legal Experience: Formerly with Reed Smith LLP (2003-2004) and Crosby Heafey Roach & May, P.C. (2000-2002)

Estate Planning

Jeff is certified by the California State Bar Board of Legal Specialization as a specialist in estate planning, trust, and probate law and works with individuals and couples to plan and structure their estates.  Jeff prepares revocable trusts, irrevocable generational trusts, wills, durable powers of attorney, and advance health care directives.  With his corporate and transactional skills, Jeff can form and prepare the organizational and operating documents for family businesses (such as family limited partnerships and limited liability companies) to meet clients’ business and estate planning objectives.

Corporate and Transactional Law

Jeff’s experience includes forming, organizing, and counseling limited liability companies, partnerships, and corporations.  Jeff has handled major transactions, including acquisitions, financings, conversions, and dissolutions.  He has acted as outside counsel for entities on a variety of legal issues, such as buy-sell agreements, duties of directors, and family business succession.  Jeff also has substantial experience with forming, counseling, and obtaining tax-exempt status for nonprofit organizations.

Professional Memberships

California State Bar (Member, Trusts and Estates and Business Sections)

East Bay Trusts and Estates Lawyers (Board of Directors, past President)

East Bay Tax Club

East Bay Estate Planning Council

Education

University of San Francisco, J.D., cum laude, 2000

Pomona College, B.A., 1991