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INDIVIDUAL PROFILE

Arnall Golden Gregory LLP

Bertram L Levy

Atlanta, USA High Net Worth Guide 2021 Ranked in 1 departments
Ranked in : Private Wealth Law
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Individual Information
chambers review
Individual Information

Individual profile for High Net Worth 2021

High Net Worth

Chambers Review

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High Net Worth
Private Wealth Law - Georgia

Band 1

Bertram Levy is extremely well regarded within the trusts and estates community in Georgia. A source says: "Bert has some of the very best attention to detail of any attorney. He is a great lawyer but, even better, he is the best at understanding the full family picture and dynamics." Another interviewee notes: "He is technically very sophisticated."
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Individual information

This content is provided by Bertram L Levy

Practice Areas

Bert is a partner and chair of the Private Wealth practice. He is a trusted advisor to high net worth individuals including some of the wealthiest families in the country. His law practice is national in scope and focuses exclusively on complex wealth transfer planning, business succession planning, charitable planning and sophisticated post-mortem planning and administration. Bert has particular experience guiding clients through the issues surrounding the transfer of ownership of large family business interests, and in planning in anticipation for liquidity events. Clients are drawn to his genuine approach to developing long-term relationships and his drive to provide an extraordinary and personalized experience.

Professional Memberships

Fellow of the American College of Trust and Estate Counsel, Best Lawyers in America (20 years), former Chair, Fiduciary Law Section, Georgia Bar. Received 2015 Greater Good Award from the Georgia Planned Giving Council in recognition of philanthropic contributions. Boards: High Museum of Art, Piedmont Healthcare Foundation (Chair), Fernbank Museum.

Publications

Co-authored leading treatise on Georgia estate planning and estate administration; numerous published articles.

Personal

University of Michigan Law School, Juris Doctor, with Honors

Vanderbilt University, Bachelor of Arts, with Honors

High Net Worth
Bertram L Levy

Arnall Golden Gregory LLP

yellow-guide 6 YEARS RANKED
phone
Phone number
firm
Office

171 17th Street NW

Suite 2100

Atlanta

Georgia

USA

GA 30363-1031

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Ranked In

High Net Worth 2021

High Net Worth 2020

High Net Worth 2019

High Net Worth 2018

High Net Worth 2017

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