Bertram L. Levy

Background

Levy, Bertram L. was born on May 11, 1947 in New Orleans, Louisiana, United States.

Education

Vanderbilt University (Bachelor of Arts, cum laude, 1969). The University of Michigan (Juris Doctor, cum laude, 1973).

Career

Worked at Arnall Golden & Gregory, Limited Liability Partnership (Atlanta, Georgia) specializing in Estate Planning, Probate Law, Trust Law. Admitted to the bar, 1973, Georgia. Listed in Best Lawyers in America, 1995, 1997-1998.

Company-Author: Georgia Estate Planning, Will Drafting and Estate Administration - Forms & Practice, Michie, 1987.

"The Problems and Benefits of Multiple Fiduciaries: An Estate Planning Perspective," 33 Mercer Law Review, Fall, 1981. Author: "Reclaiming the Erroneous Joint Account," 22 Georgia State Bar Journal 2, 100, November, 1985.

"When Will Administration Period Distributions Turn Charitable Bequests Into Split Interests," 11 Estate Planning 1, 38, 1984. "Gift Tax Effects of Severing Joint Ownership Depend on Type of Property," 8 Estate Planning 4, 222, July, 1981.

"A Comment on Section 2040 (c) and Material Participation - A Congressional Solution with Many Unanswered Questions," 118 Trusts and Estates 10, 50, October, 1979.

"Interest Free Loans: A Review and Georgia Annotation," 17 Georgia State Bar Journal 2, November, 1980. "Are Gifts in Estate Planning Still Relevant," 118 Trusts and Estates 12, 46, December, 1979. Member: American Bar Association (Member, Real Property, Probate and Trust Law Section).

State Bar of Georgia (Member: Executive Committee, Fiduciary Law Section, 1984-1990.

Chairman, 1988-1989; Member, Board of Trustees, Institute of Continuing Legal Education, 1988-1989). Atlanta Estate Planning Council.

Fellow, American College of Trusts and Estate Counsel.

Achievements

• Bertram L. Levy has been listed as a reputable lawyer by Martindale-Hubbell.

Works

• Other Work

  • Author: "Reclaiming the Erroneous Joint Account," 22 Georgia State Bar Journal 2, 100, November, 1985. "When Will Administration Period Distributions Turn Charitable Bequests Into Split Interests," 11 Estate Planning 1, 38, 1984. "Gift Tax Effects of Severing Joint Ownership Depend on Type of Property," 8 Estate Planning 4, 222, July, 1981.
    
    "A Comment on Section 2040 (c) and Material Participation - A Congressional Solution with Many Unanswered Questions," 118 Trusts and Estates 10, 50, October, 1979. "Interest Free Loans: A Review and Georgia Annotation," 17 Georgia State Bar Journal 2, November, 1980. "Are Gifts in Estate Planning Still Relevant," 118 Trusts and Estates 12, 46, December, 1979.
    
    Co-Author: Georgia Estate Planning, Will Drafting and Estate Administration - Forms & Practice, Michie, 1987. "The Problems and Benefits of Multiple Fiduciaries: An Estate Planning Perspective," 33 Mercer Law Review, Fall, 1981.

Membership

Member: American Bar Association (Member, Real Property, Probate and Trust Law Section). State Bar of Georgia (Member: Executive Committee, Fiduciary Law Section, 1984-1990. Chairman, 1988-1989; Member, Board of Trustees, Institute of Continuing Legal Education, 1988-1989).

Atlanta Estate Planning Council.

Fellow, American College of Trusts and Estate Counsel. Fellow, American College of Trusts and Estate Counsel.