Carl Levy, of counsel to the firm, practices in the fields of estate planning and administration, corporation law, taxation and transactional law.
As part of the Trusts and Estates Group, Carl prepares various Chancery Court applications for special minor’s trusts, for advice and direction from the court on various topics, and for modification of trust provisions. Such applications include establishing trusts for minors who have received awards that extend beyond age 18. These applications may also involve disputes between income beneficiaries and remaindermen regarding the nature of investments and the allocation of income.
Carl also examines the tax issues that apply to the various estate planning and exiting techniques. He is also involved in tax issues and administrative representation with regard to estate administration, pension issues and transactions.
Carl received his J.D., graduating with honors, from Rutgers Law School; his undergraduate degree, with honors, from Rutgers College; and his LL.M. in taxation from New York University.
Silver Century Foundation: Dealing with your Digital Afterlife (September 28, 2017)
Final Tax Bill Doubles Federal Exemption; Increase Warrants Review of Estate Planning Documents (December 2017)
Breaking News - New Jersey Estate Tax Repealed (October 2016)
Newly Enacted Uniform Trust Code Allows Modification of Irrevocable Trusts and Introduces Directed Trusts to New Jersey (July 2016)
In Low Interest Rate Environment Grantor Retained Annuity Trusts Remain Attractive (May 2016)