Background
Lev, Phillip M. was born on August 26, 1938 in Chicago, Illinois, United States.
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Phillip M. Lev
Edit ProfileEducation
University of Wisconsin (Bachelor of Science, 1960. Bachelor of Laws, 1963).
Career
Worked at Phillip M. Lev Incorporated (San Mateo, California) specializing in Estate Planning Law, Probate Law, Taxation Law, Corporate Law, Real Estate Law. Admitted to the bar, 1963, Wisconsin. 1964, Illinois; 1966, California.
1967, United States.
Tax Court. Author: "Advanced Estate Planning Techniques," published by California Certified Public Accountant Foundation, 1977. President: Peninsula Estate Planning Society, 1972.
San Mateo County Barristers, 1973. Attorney, Estate and Gift Tax Division, Internal Revenue Service, San Francisco, 1965-1966.
Adjunct Professor, Estate Planning, Estate and Gift Tax Law, Golden Gate University, 1979.
Member: San Mateo County and American (Member, Sections of: Taxation. Real Property, Probate and Trust Law) Bar Associations. State Bar of California.
Fellow, American College of Trust and Estate Counsel.
(Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization).
Achievements
Membership
Member: San Mateo County and American (Member, Sections of: Taxation. Real Property, Probate and Trust Law) Bar Associations. State Bar of California.
Fellow, American College of Trust and Estate Counsel.
(Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization). Fellow, American College of Trust and Estate Counsel.
(Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Board of Legal Specialization).
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Born
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Nationality
American
Education
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1963
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1964
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1966
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1967