Leslie Levin

Leslie lives in White Plains with her husband, Jason, Senior Principal of Data and Analytics at Part and Sum, a media and communications agency in New York, with their three children, Nathaniel, Audrey and Joshua, and two cats, Mama and Papa.

Publications

Estate Planning Counsel of Westchester County – Lunch Presentation, November 6, 2024; Lecturer and Author

“Trust, Estate & Special Needs Planning” CLE, October 30, 2024; CLE Lecturer and Author

“Estate Planning in New York: From A to Z,” NBI National Business Institute, August 28, 2024; CLE Lecturer and Author

“New York Probate and Trust Administration,” NBI National Business Institute, September 13, 2023; CLE Lecturer and Author

“New York Probate Process from Start to Finish” –  Initial Filing in Probate Court and Estate Timeline,  Ethics, NBI National Business Institute, June 8, 2023; CLE Lecturer and Author

“Estate Planning Basics,” myLawCLE, May 31, 2023; CLE Lecturer and Author

“Probate Asset Valuation,” NBI National Business Institute, April 2023; CLE Lecturer and Author

“Wills vs. Trusts: The Ultimate Guide” –  Executor/Trustee Duties and Responsibilities,  Which Tools are Easier to Update/Modify?, NBI National Business Institute, February 15, 2023; CLE Lecturer and Author

“Revocable and Irrevocable Trust Essentials” – Tax Planning and Reporting Basics, Legal Ethics in Trusts and Estates Practice, NBI National Business Institute, December 14, 2022; CLE Lecturer and Author

“Estate Planning in New York: Financial and Medical Decision-Making, Guardianships,” NBI National Business Institute, October 2022; Lecturer

“Estate Planning in New York: From A to Z Essential Tax Tactics,” NBI National Business Institute, October 2022; Lecturer

“Estate Planning in New York: From A to Z: Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs and Annuities,” NBI National Business Institute, October 2022; Lecturer

“Estate and Trust Administration: Key Tasks, Forms, Procedures and More,” NBI National Business Institute, October 2022; Lecturer

“Medicaid Rules Update 2022: Qualifying Clients for Nursing Home Care,” NBI National Business Institute, June 2022; Lecturer and Author

“Planned Giving for Your Family and the Charities You Care About,” Mercy College, March 2, 2021; Lecturer

“20 for 20 in 2020 on Estate Planning,” Norton Advisory Group, December 2020; Lecturer

“Mastering Flexible Irrevocable Trusts & Trust Planning CLE,“ The Rossdale Group, December 9, 2020; CLE Lecturer and Author

“Norton Advisory Group Webinar: 20 for 20 in 2020 on Estate Planning,“ Norton Advisory Group, October 27, 2020

“Do Not Name Your Minor Children as Beneficiaries,” July 2, 2019

“Probate Boot Camp – Handling Debts and Creditor Claims and Spouse’s Elective Share vs Second Probate,” NBI National Business Institute, June 13, 2019; Lecturer and Author

“Who Can Make Medical Decisions for You?” Blog, March 28, 2019; Author

“Estate Planning: Top 7 Tools to Know – Advance Directive Tips: Making Healthcare Wishes Explicit and Tax Minimization Tactics: Portability, Step-Up Basics And More,” NBI National Business Institute, December 13, 2018; Lecturer and Author

“The Probate Process from Start to Finish: Handling Claims Against the Estate, Tax Reporting and Post Mortem Tax Matters and Ethics,” NBI National Business Institute, August 6, 2018; Lecturer and Author

“The IRS 501(c)(3) Application: A Step-by-Step Guide,” NBI National Business Institute, December 5, 2017; Lecturer and Author

“Trusts From A to Z – Generation Skipping/Dynasty Trusts and Charitable Trusts,” NBI National Business Institute, September 25, 2017; Author

“Estate Administration From Start to Finish: Handling Estate Administration Tax Issues and Complex Issues In Estate Administration,” NBI National Business Institute, July 25, 2017; Lecturer and Author

“Estate Planning and Administration: The Complete Guide – Common Trust Structures and Their Tax Consequences, Marshalling Assets and Dealing with Creditors and Probate Process Overview,” NBI National Business Institute, May 15, 2017; Lecturer and Author

“Probate Boot Camp – First Steps, Educating the Personal Representative and Spouse’s Elective Share vs. Second Probate,” NBI National Business Institute, December 8, 2016; Lecturer and Author

“Trusts 101 – Trusts Used for Tax Reduction and Estate Planning for the Disabled,“ NBI National Business Institute, May 23, 2016; Lecturer and Author

“Dealing with Family Dynamics: Past, Present and Future,” April 18, 2016

“Estate Planning Checklist,” April 04, 2016; Author

“Key Membership Provisions for By-Laws of Not-for-Profit Entities,” April 04, 2016; Author

“Estate Planning Check Up,” February 5, 2016; Author

“Estate Planning from A to Z – Trusts Used for Tax Reduction, Who is the Fiduciary? Key Elements of Effective Wills, Client Screening and Intake, and Business Succession Planning,” NBI National Business Institute, December 11, 2015; Lecturer and Author

“The Probate Process from Start to Finish – Administering the Estate Effectively and Determining if Spouse’s Elective Share is a Reasonable Option,” NBI National Business Institute, September 18, 2015; Lecturer and Author

“The Paralegal’s Guide to Drafting Nonprofit Documents – Articles of Incorporation and Corporate Bylaws,” IPE Institute for Paralegal Education, June 16, 2015; Lecturer and Author

“Medicaid Update 2015 – Medicaid Estate Recovery,” NBI National Business Institute, February 12, 2015; Lecturer and Author

“Creative Tax and Estate Planning Ideas – Case Studies,” The New York NAPFA Study Group, September 17, 2014; Lecturer and Author

“Estate Planning for Families with Special Needs,” Grandparents’ Support Group for the Autism Center, Westchester Jewish Community Services (WJCS), May 14, 2014; Lecturer and Author

“Estate Planning for Families with Special Needs,” Building Communities, JCC on the Hudson, April 1, 2014; Lecturer and Author

“The Probate Process from Start to Finish – Administering the Estate Effectively, Determining if Spouse’s Elective Share is a Reasonable Option, and Understanding the Laws of Intestacy and How They May Apply,” NBI National Business Institute, December 5, 2013; Lecturer and Author

“Creative Tax and Estate Planning Ideas – A Case Study,” UJA-Federation of New York 23rd Annual Westchester Estate, Tax & Financial Planning Conference, May 23, 2013; Lecturer and Author

“Trusts 101 – Trusts Used for Tax Reduction,” NBI National Business Institute, May 13, 2013;  Lecturer and Author

“Estate Administration Procedures: Why Each Step is Important – Foundations of Estate Administration Defined and Preparing to Begin the Administration Process,” NBI National Business Institute, December 4, 2012; Lecturer and Author

“Top 10 Estate Planning Techniques – Annual Exclusion Gifting and Wills,” NBI National Business Institute, June 26, 2012; Lecturer and Author

“Planning for Clients with $5 Million or Less,“ UJA-Federation of New York 22nd Annual Westchester Estate, Tax & Financial Planning Conference, May 24, 2012; Lecturer and Author

“The Probate Process From Start to Finish – Administering the Estate Effectively and Determining if Spouse’s Elective Share is a Reasonable Option,” NBI National Business Institute, September 20, 2011; Lecturer and Author

“Divorce and Estate Planning: An Unholy Marriage,” UJA-Federation of New York 21st Annual Westchester Estate, Tax & Financial Planning Conference, May 19, 2011; Lecturer and Author

“Estate Planning Basics: Wills and Trusts and Charitable Planning,” NBI National Business Institute, May 16, 2011; Lecturer and Author

“Probate Practice: The Essential Basics – Initiating the Probate Process and Common Probate Problems and How to Solve Them,” NBI National Business Institute, August 24, 2010,

“Gift Planning,” UJA-Federation of New York Westchester Business and Professional Division Board Meeting , June 8, 2010; Lecturer

“Nuts and Bolts of Forming and Administering Charitable Entities,” UJA-Federation of New York 20^th Annual Westchester Estate, Tax & Financial Planning Conference, May 27, 2010; Lecturer and Author

“Avoiding Ethical Minefields,” UJA-Federation of New York 19th Annual Westchester Estate, Tax & Financial Planning Conference, May 21, 2009; Lecturer and Author

“Top 10 Estate Planning Techniques:  Wills and Annual Exclusion Gifting,” NBI National Business Institute, May 20, 2009; Lecturer and Author

“Failure to File,” Women’s Bar News of the State of New York, October-November 2008, Volume 21, Number 1; Author

“What Will Your Legacy Be?” Purchase College, State University of New York, 2008; Lecturer and Author

“Fetching Farewell,” New York Dog Magazine, November 2005; Quoted

“Charitable Trusts,” Brandeis University Alumni Association, 2002; Lecturer and Author