Simon Levin

Simon Levin


Simon Levin is Chair of the Firm's Tax and Financial Planning Practice Group. He has over thirty-five years of experience with in-depth and innovative tax and financial planning expertise for businesses and individuals. Mr. Levin has written and lectured widely on various tax topics. His articles have appeared in The Journal of Taxation, New Jersey State Bar Association Journal, Pension and Profit-Sharing Tax Journal, Taxation for Lawyers, Taxation for Accountants, The Metropolitan Corporate Counsel, New Jersey Law Journal, CCH Financial and Estate Planning Reporter and Research Institute of America Estate Planners Alert. He co-authored the book, Estate Planning and Administration in New Jersey, and the American Institute of Certified Public Accountants' textbook on Taxation of Investors in Securities and Commodities.

An active member in community affairs and state politics throughout his career, Mr. Levin served as a member of the Department of the Treasury Transition Team for Governor Christine Todd Whitman and as a member of the New Jersey State Treasurer's Tax Advisory Group. The State of New Jersey has awarded Mr. Levin its highest honors for service to the State and its people, The New Jersey Meritorious and Distinguished Service Medals.

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Court Admissions

U.S. Tax Court
U.S. Claims Court



Client Alerts

Rankings & Recognition

Selected for inclusion in:

  • The Best Lawyers in America®* 2001-2022, Tax Law 
  • New Jersey Super Lawyers®* 2005-2018, Estate Planning & Probate; Tax: Business 
  • Martindale-Hubbell®* AV rating
* See Award Methodology. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.


Professional Affiliations

Fellow, American College of Trust and Estate Counsel
American College of Tax Counsel
Accredited Estate Planner, National Association of Estate Planners and Councils
Past Chair, Tax Section, Essex County Bar Association
Founding Board Member, Estate Planning Council of Essex County
Past Chair, Commodities Section, New Jersey State Bar Association
Member, Section of Taxation, American Bar Association
Former Member, New Jersey Department of the Treasury Treasurer's Advisory Group

Community Affiliations

Member, Board of Directors, Coral Gables Trust Company
Member, United Jewish Communities of MetroWest Board
Member and Past President, Jewish Community Foundation of MetroWest Board
Past Chair, Israel Bonds of Metropolitan New Jersey
Former Commissioner, New Jersey Vietnam Veterans' Memorial Commission
Founder and Past President, American Friends of Whistler
Former Member, Foundation Board and Co-Chair of Cranmer Legacy Society, Monmouth Medical Center
Co-Chair, Photography and Video Council, Pérez Art Museum Miami
Patron, The Art Institute of Chicago