Suzanne Levy, Esq. |
Suzanne Levy is the Principal of the LEVY LAW & MEDIATION FIRM, P.C. She is admitted to practice law in the State of New York for more than 30 years focusing on trusts and estates, elder law, mediation, related litigation, and commercial law. She is also the Co-Chair of the Alternative Dispute Resolution (ADR) Committee for the Nassau County Bar Association.
|
She is appointed to the Part 146 Mediator Rosters for the Westchester Surrogate's Court, Suffolk County Commercial Division, Suffolk County Surrogate's Court, Nassau County Supreme Commercial Division and the 3rd Judicial District Surrogate's Court. Suzanne also serves as a Mediator in the 3rd and 4th Judicial Districts in New York. Additionally, the FIRM offers private Surrogate's Court, Elder Law, Family/Matrimonial, Commercial Mediation, Personal Injury, Wrongful Death, and Foreclosure Mediation services. All Mediations are currently held via Zoom.
Suzanne is frequently appointed by New York State Court Judges as a Court Evaluator, Guardian for Incapacitated Persons, Guardian Ad Litem. She is also is an approved FINRA Arbitrator.
For high net worth clients, innovative solutions that are developed to reduce their estate and gift tax liability, while taking into consideration the client's personal wishes, family needs, succession plans, and philanthropic goals.
For her clients who are seniors, Suzanne has extensive Medicaid planning experience for those seeking long term care planning or who are in crisis mode. Suzanne understands that seniors have significant concerns regarding their independence, dignity, and assets. Depending on each client's unique personal and financial situation, Suzanne will provide clients with guidance and strategies to protect assets from a "Medicaid spend down" to enable them to become eligible for either Community Medicaid (in-home care) or Institutionalized Medicaid (nursing home care) benefits.
Suzanne graduated from the School of Management at the State University of New York at Binghamton with a Bachelor of Science in Finance and Management and Albany Law School with a Juris Doctor. She is a registered Life Insurance Agent by the NY State Department of Financial Services. She is also an active member of the Nassau County Bar Association, Past Co-Chair of the NCBA Elder Law Committee, member of WealthCounsel, Member of the NYSBA and active member on the Trusts and Estates, Alternative Dispute Resolution and Elder Law committees. Additionally, Ms. Levy is a devoted mother to her daughter who is an L1 law student for the fall of 2024 at Cardozo Law School.
Suzanne is frequently appointed by New York State Court Judges as a Court Evaluator, Guardian for Incapacitated Persons, Guardian Ad Litem. She is also is an approved FINRA Arbitrator.
For high net worth clients, innovative solutions that are developed to reduce their estate and gift tax liability, while taking into consideration the client's personal wishes, family needs, succession plans, and philanthropic goals.
For her clients who are seniors, Suzanne has extensive Medicaid planning experience for those seeking long term care planning or who are in crisis mode. Suzanne understands that seniors have significant concerns regarding their independence, dignity, and assets. Depending on each client's unique personal and financial situation, Suzanne will provide clients with guidance and strategies to protect assets from a "Medicaid spend down" to enable them to become eligible for either Community Medicaid (in-home care) or Institutionalized Medicaid (nursing home care) benefits.
Suzanne graduated from the School of Management at the State University of New York at Binghamton with a Bachelor of Science in Finance and Management and Albany Law School with a Juris Doctor. She is a registered Life Insurance Agent by the NY State Department of Financial Services. She is also an active member of the Nassau County Bar Association, Past Co-Chair of the NCBA Elder Law Committee, member of WealthCounsel, Member of the NYSBA and active member on the Trusts and Estates, Alternative Dispute Resolution and Elder Law committees. Additionally, Ms. Levy is a devoted mother to her daughter who is an L1 law student for the fall of 2024 at Cardozo Law School.