Shlomi Levy

Partner, Member of the Québec Bar (Barreau du Québec), Member of the Law Society of Ontario & STEP, B.A., LL.B., J.D., TEP.

Tax, Estate Planning & Ownership Needs in the U.S.

Date

May 11 2023
Completed Event

Biography

Shlomi Steve Levy is a Partner of Levy Salis LLP and is a member of the Quebec Bar, the Law Society of Ontario, the Society of Trust and Estate Practitioners, and the Canadian Bar Association. He was the co-founder of one of the leading cross border tax and estate planning law firms in Canada prior to founding Levy Salis LLP. His practice is dedicated to US and Canadian tax and estate planning for individuals and corporations, Canadians doing business in the United States, US real estate transactions for Canadians, Americans living in Canada, domestic and international trusts, international taxation, corporate law, and cryptocurrency transactions.

He is frequently invited as a speaker throughout North America for conferences on cross border tax and estate planning questions. Mr. Levy has been interviewed on cross border tax and estate planning issues by such publications as the Wall Street Journal, the Globe and Mail, the National Post, La Presse, the Montreal Gazette, Advisor’s Edge, Yahoo, and the Snowbirds Magazine. He has also been interviewed on several television shows across the country.

Mr. Levy obtained his Bachelor of Laws (LL.B.) from the University of Montreal in 2002 and his Juris Doctor (J.D.) from the same university in 2014. Prior to his studies in law, he earned his Bachelor of Arts (B.A.) with Honours in History from McGill University in 1998.

Download Resources

Associated Videos

Stay in Touch!

For the latest in tax-wise charitable solutions, engaging events, and resources from our expert advisors, please join our mailing list.

    First Name *

    Last Name *

    Email Address *

    I am a... *

    Name of the charity

    Please let us know your profession

    How did you hear about us?

    Please let us know which print ad!

    Please let us know!