Marsha Levinson

Exceptional guidance through a complex estate and tax matter

I engaged Marsha Levinson at Withers to assist with the administration of my late father's estate, which involved out-of-state property and a family trust that had not been updated in decades. From our initial consultation in her San Diego office, Marsha demonstrated a command of the intricate details that blended trusts and estates with tax law. Her dual expertise was immediately apparent. She patiently explained the potential tax implications of various distribution strategies, translating complex concepts into clear, actionable advice. Marsha’s recognition in both Trusts and Estates and Tax Law was not just a credential; it was evident in her strategic approach. She proactively identified a significant capital gains issue we had overlooked and structured the distributions to minimize the tax burden for the beneficiaries. Throughout the process, which took several months, her communication was consistent and transparent. She managed family dynamics with professionalism and empathy, ensuring everyone felt heard while keeping the process on track. The outcome was a fully settled estate with optimal tax efficiency and no family discord. Marsha’s blend of sharp legal acumen, foresight, and genuine client care is rare. I cannot recommend her highly enough for anyone navigating similar planning or administration needs.