Bertram L. Levy

Partner

Fax: 404.873.8641
Atlanta
171 17th Street NW
Suite 2100
Atlanta, Georgia 30363

Biography

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 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.

Bert is a fellow of the American College of Trust and Estate Counsel and the former Chair of the Fiduciary Law Section of the State Bar of Georgia. He has co-authored the leading treatise on Georgia estate planning and estate administration and has authored many published articles. He is a frequent lecturer on sophisticated planning topics. Bert has also been selected as “Atlanta Lawyer of the Year” in his specialty of Trusts and Estates and is listed in Chambers at the highest level.

Deeply involved in community endeavors, Bert is an active board member for various organizations including serving as Chairman for the Piedmont Healthcare Foundation and on the Boards of the High Museum of Art and the Fernbank Museum of Natural History. He is a recipient of the “Greater Good Award” by the Georgia Planned Giving Council in recognition of outstanding philanthropic contributions.

Credentials

  • University of Michigan Law School, Juris Doctor,

    with Honors

  • Vanderbilt University, Bachelor of Arts,

    with Honors

  • State of Georgia
  • State of New York
    • American College of Trust and Estate Counsel, Fellow
    • Piedmont Healthcare Foundation, Board of Directors, Chairman (2010 – 2019)
    • High Museum of Art, Board of Directors
    • Woodruff Arts Center, Board of Directors
    • Fernbank Museum of Natural History, Board of Trustees
    • Atlanta Celebrates Photography, Advisory Board
    • Historic Oakland Foundation, Advisory Board
    • Shepherd Center, Advisory Board
    • Fiduciary Law Section, State Bar of Georgia (former Chairman)
    • Atlanta Estate Planning Council (former Board Member)
    • Community Foundation of Greater Atlanta (former Board Member)
    • Anti-Defamation League (former Board Member)

Recognition

  • Georgia Super Lawyers (Estate Planning & Probate), 2004–present
  • Chambers USA: High Net Worth (Private Wealth Law), 2016–present
  • Best Lawyers In America (Trusts and Estates Law), 1995–present
  • Atlanta Lawyer of the Year (Trusts and Estates), 2014
  • “Legal Elite,” Georgia Trend, 2004–2013
  • “Top 100,” Georgia Super Lawyers, 2006, 2008

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