Jeffery B. Levi - Oakland, CA

Strategic Estate Planning and Business Counsel in Oakland, California

For entrepreneurs, executives, and family business owners, personal estate planning and corporate strategy are deeply intertwined. Based on the 24th Floor at 1111 Broadway in Oakland, Jeffery B. Levi serves as a Director in the Trusts and Estates and Business and Finance practice groups at Fennemore. Certified by the State Bar of California Board of Legal Specialization as a specialist in estate planning, trust, and probate law, Jeff pairs deep estate planning knowledge with a robust corporate and transactional background. This dual focus allows him to design unified legal strategies that protect both family wealth and active business enterprises across Alameda County and the greater San Francisco Bay Area.

Integrated Estate, Trust, and Business Practice Areas

As experienced wills, estate planning and probate lawyers, Jeffery B. Levi and the Fennemore team guide clients through every stage of estate accumulation, management, and generational transfer:

• Estate Planning Lawyers: Formulating customized estate structures including revocable living trusts, irrevocable generation-skipping trusts, pour-over wills, durable powers of attorney, and advance health care directives.
• Trusts Lawyers and Administration: Advising trustees on legal obligations, beneficiary notices, fiduciary accounting, subtrust funding, and the orderly distribution of trust assets upon death or incapacity.
• Business Formation Lawyers and Succession: Structuring family limited partnerships and limited liability companies to facilitate generational transfers, drafting buy-sell agreements, and guiding family business succession.
• Transactional and Liquidity Counseling: Advising business owners on acquisitions, financings, conversions, and coordinating personal estate plans with corporate liquidity events.
• Probate Lawyers: Steering personal representatives through California probate court administration, resolving creditor claims, handling inventories, and securing final decrees of distribution.
• Non-Profit Organization Governance: Providing legal counsel on nonprofit formation, obtaining tax-exempt status, and advising charitable boards on legal compliance.

Professional Recognition and Leadership in the East Bay

Jeffery B. Levi has established a respected reputation among peers, fiduciaries, and clients across Northern California:

• Board Certified Specialist: Officially certified as a specialist in estate planning, trust, and probate law by the California Board of Legal Specialization.
• Super Lawyers Honors: Selected to Northern California Super Lawyers from 2014 through 2022 and again for 2025 and 2026, following prior recognition as a Rising Star.
• Education and Credentials: Graduated cum laude with a Juris Doctor from the University of San Francisco School of Law in 2000 and holds a Bachelor of Arts from Pomona College.
• Professional Associations: Serves on the Board of Directors of East Bay Trusts and Estates Lawyers (EBTEL) and maintains active memberships in the East Bay Estate Planning Council and East Bay Tax Club.

Plan Your Estate and Business Future with Confidence

Whether you need to organize a family limited partnership, update existing trusts, or manage a loved one's estate, having experienced counsel protects against unnecessary taxation and probate friction. When business leaders and private families need an attorney in Oakland who understands both corporate complexities and family dynamics, Jeffery B. Levi offers practical, results-driven guidance. To hire a lawyer with certified estate planning and transactional knowledge, contact Fennemore in Oakland to arrange a comprehensive discussion.