Katherine J. Levy concentrates her practice in:
- Estate planning
- Trust and estate administration
- Advice to non-profit entities, including with respect to organizational structure, tax-exempt status, state registrations, analyses of tax and employee benefit issues, planned giving and corporate governance
- Business succession planning
- Tax planning, including the structuring of limited partnerships, joint ventures, limited liability companies and S corporations
- Contested tax matters
Ms. Levy has extensive experience representing closely held businesses and their owners. She also advises tax-exempt organizations with respect to planned giving, tax matters and corporate governance.
Publications
"Increased Interest Rates Encourage Corporations to Settle Quickly," IRS Practice Alert (April 1991)
"When the Collection Division Calls Try an Offer in Compromise," IRS Practice Alert (January 1988)
Various tax articles for newsletter, Successful Selling and Sales Management
Speeches and Presentations
"Strategic Alternatives to an Outright Sale of Your Company - Getting Cash Out While Keeping Control," Entrepreneurs' Roundtable, Chicago (March 6, 2006)
"Planned Giving Overview" Seminar, American Academy of Pediatrics, Chicago (April 2001)
Awards and Honors
Leading Lawyer — Employee Benefits; Trust, Will & Estate Planning, Illinois Leading Lawyers Network
University of Illinois at Urbana-Champaign(B.S., Accountancy, with honors, 1969)
Professional Certifications
Certified Public Accountant (CPA)
Professional Memberships
Illinois State Bar Association
Chicago Bar Association
Federal Taxation Committee
Estate Planning Council of Lake County
Beta Alpha Psi, National Accounting Honorary Fraternity
Iota Sigma Epsilon, Management Honorary Society
Professional Council for Philanthropy of Northwestern Memorial Foundation