Edgar S. (Pat) Levy III
Areas of Practice
- Charitable Giving
- Declaration of Desire for A Natural Death ("Living Will")
- Estate Administration
- Gift Tax Returns
- Income, Gift, Estate, & Generation-Skipping Tax Planning
- Irrevocable Trust
- Last Will and Testament
- Life Insurance Planning
- Powers of Attorney (Financial and Health Care)
- Revocable ("Living") Trust
- Special Needs Trust
- Tax Compliance
- Will, Estate & Trust Disputes
Telephone: (336) 819-6034
Fax: (336) 819-6094
Chair, Estate Planning and Administration Practice Group
Education
University of Virginia (B.S., 1977); College of William and Mary (J.D., 1980), Order of Coif, Law Review
Admission to Bar
1980, Virginia; 1982, District of Columbia; 1987, U.S.Tax Court; 2000, North Carolina
Memberships
North Carolina Bar Association; High Point Bar Association; Virginia State Bar; District of Columbia Bar; Certified Public Accountant, Virginia, 1982; Board Certified Specialist in Estate Planning and Probate Law, North Carolina Board of Legal Specialization
Community Involvement
- Board of Directors, Kiwanis Club of High Point, 2002-2004
- Advisory Board, Salvation Army, 2004-Present