Daniel R. Levine counsels high net worth clients and business owners. He tailors wealth transfer plans to each client’s objectives, always mindful that clients’ non-tax goals for their families, businesses, and philanthropic interests are the driving force behind any plan.
Daniel has implemented sophisticated lifetime and testamentary wealth transfer techniques and advised fiduciaries and beneficiaries in the administration of trusts and estates. He also reviews and performs tax compliance (including estate, fiduciary, gift, and postmortem income tax returns).
Daniel earned his undergraduate degree from the University of Pittsburgh and his law degree from the Drexel University Thomas R. Kline School of Law, where he was the recipient of the Law Trustee Scholarship and graduated with honors in the Business and Entrepreneurship Law Program. Daniel also holds an LL.M. in tax from the Villanova University School of Law Graduate Tax Program where he received an Estate Planning Certificate.
EDUCATION :
Drexel University, J.D., 2009
Villanova University School of Law, LL.M., 2010
University of Pittsburgh, B.S., 2004
BAR ADMISSIONS : Pennsylvania; New Jersey; New York
AFFILIATIONS :
Philadelphia Estate Planning Council (PEPC)
Philadelphia Bar Association; Probate and Trust Section
American Bar Association; Real Property, Trust and Estate Law
Jewish Federation of Greater Philadelphia- NextGen
Jewish Federation of Greater Philadelphia- Board of Trustees
Cost
Rate : $$$
What types of cases Attorney Daniel Levine & Cozen O'Connor PC can handle?
Cozen O'Connor PC can handle cases related to laws concerning Trusts, Business. We manually verify each attorney’s practice areas before approving their profiles and reviews on our website.
Where is Cozen O'Connor PC located?
Cozen O'Connor PC is located at One Liberty Place, 1650 Market Street, Suite 2800, Philadelphia, PA 19103, United States. You can reach out to Cozen O'Connor PC using their phone line (215) 864-8047. You can also check their website cozen.com or email them at dlevine@cozen.com.
How much would it cost to hire Cozen O'Connor PC?
Daniel Levine lawyer charges are specific to each case. However, they work with contingency fees and its ranges from $$ to $$$. They also provide free consultation [and no obligation quotes] if you are interested to hire.
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