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HeatherLevine-Levy

Counsel

"I enjoy helping clients plan for the future and working with them to update their planning when their life circumstances change."

Overview

Biography

Heather concentrates her practice on a wide variety of trusts and estates matters. She has extensive experience in estate planning, including structuring estate plans to best meet family, business, and other objectives, with the goal of minimizing estate, gift, generation skipping, and income taxes to protect and preserve assets and avoid disputes, costs, and delays. She is proficient in drafting a broad range of wills, revocable and irrevocable trusts, advance directives, and prenuptial and postnuptial agreements. Heather also has deep experience in estate administration, preparing probate petitions, estate tax returns, court inventories, and receipts and releases with accountings prior to distribution of assets.

In addition to her trusts and estates work, Heather also has experience in corporate law, including drafting operating agreements, stockholder agreements, redemption agreements, and stock purchase agreements, and in real estate law, including preparing and negotiating contracts of sale, clearing title issues, and preparing closing statements.

Bar Associations

  • New York State Bar Association, Trusts and Estates Law Section, Member

Selected Memberships & Affiliations

  • Barclay Damon's Women's Forum
Experience

Representative Experience

  • Drafted wills with disclaimer trusts and trusts for the benefit of children and grandchildren.
  • Drafted revocable trusts and pour-over wills and irrevocable trusts to hold investments, real property, and life insurance.
  • Represented executors and administrators of complex estates with significant assets.
  • Prepared federal and New York State estate tax returns for estates holding real property, brokerage accounts, IRA accounts, life insurance policies, annuities, and interests in entities holding real estate.
  • Represented executors in the sales of homes, co-op apartments, and condo apartments.

Prior Experience

  • Lewis and Garbuz, PC, Associate
  • Wilson Elser Moskowitz Edelman & Dicker LLP, Associate
  • Jankoff & Gabe, PC, Associate
  • New York State Supreme Court, Kings County, Honorable Jack M. Battaglia, Brooklyn Law School Post-Graduate Fellow
  • Kings County District Attorney’s Office, Domestic Violence Bureau, Legal Internship
  • New York State Supreme Court, New York County, Honorable Sherry Klein Heitler, Judicial Intern

Selected Honors

  • Selected to Super Lawyers New York Metro: Estate Planning and Probate, 2021

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We're Growing in DC!

We’re excited to announce Barclay Damon’s combination with Washington DC–based Shapiro, Lifschitz & Schram. SLS’s 10 lawyers, three paralegals, and four administrative staff will join Barclay Damon while maintaining their current office in DC’s central business district. Our clients will benefit from SLS’s corporate, real estate, finance, and construction litigation experience and national energy-industry profile, and their clients from our full range of services.

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