Mr. Levendis, who has been listed annually for more than a decade in The Best Lawyers in America, has practiced for over thirty years in trusts and estates and related areas. He has served in several professional leadership roles and has been both author and lecturer to the profession and advisory board member for several professional publications.
Mr. Levendis recently left large-firm practice to form his own firm, Levendis Law Group, PLLC, with two younger colleagues, Stefan C. Nicholas and Patrick M. Schoshinski. The new firm will continue Mr. Levendis’ focus on wealth preservation and family office services for affluent families, including the representation of owners of privately held businesses, with enhanced emphasis in Mr. Nicholas’ area of primary focus, business transition and exit planning.
Mr. Levendis was raised in Northern Virginia and currently resides there with his wife and family.
Background
B.A., Yale University; J.D., University of Virginia School of Law
Law Clerk, Federal Circuit Court Judge
U.S. Marine Corps, with service in the Republic of Vietnam
Bar Admissions
District of Columbia
New York State
Specialties
Estate Planning
Estate and Trust Administration (i.e., probate/trusts)
Complicated Tax Matters, including Applications for IRS Approval
Tax Controversies involving the IRS or Local Tax Authorities
Fiduciary Litigation (i.e., representation of either fiduciaries or beneficiaries in contested matters involving estates, trusts or charitable entities)
Representation of Closely-Held Businesses, including Business Succession Planning
Asset Protection Planning
Charitable Giving
Representation of Tax Exempt Entities
Representation of Entertainers and Athletes
Marital Agreements
Professional Affiliations
Estate Planning Committee, D.C. Bar (former Chair)
Washington, D.C. Estate Planning Council (former President)
National Association of Estate Planners and Councils (former Director)
Various bar associations and other professional organizations
Featured Columnist and Member of Board of Advisors, Wealth Strategies Journal (online at www.wealthstrategiesjournal.com)
Featured Columnist and Member of Board of Advisors, Journal of Asset Protection, formerly published by Warren, Gorham & Lamont
Member of Editorial Advisory Board, Estate Tax Planning Advisor, published by Aspen Publishers, Inc.
Listed, The Best Lawyers in America (selected past ten plus years / listings determined by peer reviews)
Author and Lecturer to the Profession on Wealth Preservation and Related Subjects
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