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 TaxationNew Jersey State Bar Association JournalPension and Profit-Sharing Tax JournalTaxation for LawyersTaxation for AccountantsThe Metropolitan Corporate CounselNew Jersey Law JournalCCH 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.

Practices

  • Tax, Trusts and Estates

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Court Admissions

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

Newsroom

Presentations

Publications

Client Alerts

Rankings and 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.

Affiliations

  • Professional Affiliations
  • Fellow, American College of Trust and Estate Counsel

  • Fellow, 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


Education

  • LL.M. (Taxation), New York University
  • J.D., New York University
  • B.S., Lehigh University, cum laude

Bar Admissions

  • New Jersey
  • New York