Simon Levin

Background

Levin, Simon was born on August 4, 1942 in Newark, New Jersey, United States.

Education

Bachelor of Science cum laude, Lehigh University, 1964; Juris Doctor, New York University, 1967; Master of Laws in Taxation, New York University, 1974.

Career

Worked at Sills Cummis Zuckerman Radin Tischman Epstein & Gross, A Professional, Corporation (New York, NY. Also Newark, N.J.) specializing in Federal and New Jersey Tax Practice, Estates and Trust, Entrepreneurial Services, Counselling and Financial Planning, Mergers and Acquisitions. Admitted to the bar, 1967, New Jersey.

1971, United States. Tax Court. 1972, United States. Claims Court. 1980, New York.

Phi Delta Phi (Exchequer, 1966-1967).

Who's Who in American Law. Who's Who in America. Awarded American Jurisprudence Prizes in Remedies, New Jersey Practice, 1967.

Associate Editor, 1966 Annual Survey of American Law. Author: "Split-Interest Trusts: They're Not Just Charity," New Jersey Law Journal Trust and Estates Supplement, May, 1994. Author: "The Treatment of Forfeitures in the Qualified Profit-Sharing Plan of a Subchapter S Corporation," Pension and Profit-Sharing Tax Journal, Volume 1, No.

3, Page 210, Summer, 1975. Co-author: "Commodities Trading: How it Works and Can Save A Client Taxes," 8 Taxation For Lawyers, No. 1, Page 40, July/August, 1979.

"Trading in Commodities Can Result in Tax Savings as Well as Investment Advantages," 23 Taxation For Accountants, No. 2, Page 94, August, 1979. "Year-End Tax Planning," l10 New Jersey Law Journal 683, 1982.

Taxation of Investors in Securities and Commodities, American Institute of Certified Public Accountants, Inc., New York, New York, 1983, 1984 (2nd. Education), Supplement, 1986. "Preparing Clients for The Tax Reform Act," 118 New Jersey Law Journal 501, 1986.

Estate Planning and Administration in New Jersey, The Cambridge Institute, Vienna, Virginia, 1987. "Congress Raises the Hoops for Estate and Gift Tax Planners," 128 New Jersey Law Journal 65, 1991. "Split-Interest Trusts: They're Not Just Charity," New Jersey Law Journal Trusts and Estates Supplement, May 1994.

Author: "New Tax Incentives for New Jersey Business," The Metropolitan Corporate Counsel, No. 4, p.3, December 1993. Co-author: "Near-Zero CRUT Expands Estate Planning Possibilities of Charitable Trusts," 83 The Journal of Taxation, No.

1, Page 24, July 1995. "Refining the Estate Planning Potential of the Near-Zero CRUT Technique," 84 The Journal of Taxation, No. 6, Page 355, June 1996.

Civilian Aide to the Secretary of the Army for New Jersey, 1992—. Member, New Jersey Department of Treasury Transition Team for Governor Christine Todd Whitman, 1993-1994 and New Jersey State Treasurer Tax Advisory Group, 1995—. Commissioner, N.J. Vietnam Veterans' Memorial Commission.

Member: Essex County (Chairman, Section of Taxation, 1974-1976), Monmouth County, New Jersey State (Member: Section of Taxation. Special Committee on New Jersey Tax Reform, 1974. Vice-Chairman, Subcommittee on New Jersey Practice and Procedure, 1974-1975.

Vice-Chairman, Subcommittee on Exempt Organizations and Employee Benefits, 1975-1976. Chairman, Commodities Section, 1982-1986) and American Bar Associations. Fellow, American College of Tax Counsel.

Military: Captain, United States. Army, active duty, 1968-1969 (Also at Newark, N.J. Office).

Achievements

• Bar: New Jersey 1967, United States Tax Court 1971, United States Court Claims 1972, New York 1980.

Membership

Member, New Jersey Department of Treasury Transition Team for Governor Christine Todd Whitman (1993-1994) and New Jersey State Treasurer Tax Advisory Group (1995—). Commissioner, N.J. Vietnam Veterans' Memorial Commission. Member: Essex County (Chairman, Section of Taxation, 1974-1976), Monmouth County, New Jersey State (Member: Section of Taxation.

Special Committee on New Jersey Tax Reform, 1974. Vice-Chairman, Subcommittee on New Jersey Practice and Procedure, 1974-1975. Vice-Chairman, Subcommittee on Exempt Organizations and Employee Benefits, 1975-1976.

Chairman, Commodities Section, 1982-1986) and American Bar Associations. Fellow, American College of Tax Counsel. Military: Captain, United States.

Army, active duty, 1968-1969 (Also at New York, N.Y. Office). Fellow, American College of Tax Counsel. Military: Captain, United States.

Army, active duty, 1968-1969 (Also at New York, N.Y. Office).

Interests

• Avocations: tennis, skiing, politics, opera, community service.

Connections

M. Barbara Leslie Lasky, December 21, 1989. Children: David, Jennifer Menken, Yale, Michael, Jacob.

child:

Michael Levin

child:

David Levin

child:

Jacob Levin

child:

Jennifer Menken Levin

child:

Yale Levin