Bertram Levy 404.873.8640 [direct] 404.873.8641 [fax] bertram.levy@agg.com Area of Practice Private Wealth

Mr. Levy is a partner of the firm and Chairman of the Private Wealth Group. His practice, which is national in scope, focuses on complex wealth transfer planning for high net worth families, including charitable planning and sophisticated post mortem planning and administration. He is a frequent lecturer on wealth transfer and charitable subjects and has been awarded the honor of being included in The Best Lawyers in America.

Professional Activities
Fellow, American College of Trusts and Estate Counsel
State Bar of Georgia (Chairman, Fiduciary Law Section, 1988-89)
American Bar Association
Atlanta Estate Planning Council (Board of Directors, 1996-1998)
Selection, "The Best Lawyers in America"
Selection, "Best Lawyers In Atlanta", Atlanta Magazine (March 2000)

Publications
Co-Author, "Georgia's Law of Undue Influence in Gift-Making," Georgia State Bar Journal, 12 April 2000, with Robert P. Bartlett, III.
Co-Author, Georgia Estate Planning, Will Drafting and Estate Administration Forms & Practice (1987), with Benjamin T. White.
Author, "Reclaiming the Erroneous Joint Account," 22 Georgia State Bar Journal 2, 100, November 1985
Author, "When Will Administration Period Distributions Turn Charitable Bequests Into Split Interest," 11 Estate Planning 1,38, 1984
Author, "Gift Tax Effects of Severing Joint Ownership Depend on Type of Property," 8 Estate Planning 4, 222, July 1981
Author, "Interest Free Loans: A Review and Georgia Annotation,"17 Georgia State Bar Journal 2, November 1980
Author, "The Problems and Benefits of Multiple Fiduciaries: An Estate Planning Perspective", 33 Mercer Law Review, Fall 1981
Author, "What to Give Away," 19 Real Property, Probate and Trust Journal, Fall 1984

Education
B.A., Vanderbilt University, 1969 (with honors)
J.D., The University of Michigan Law School, 1973 (with honors)

Admitted to Practice
State of Georgia, 1973