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Robert B. Levine

Partner

Rob has over 25 years of experience in the crafting of sophisticated estate plans for individuals having substantial assets. With a deep understanding of the personal, legal and tax issues involved, he has guided many clients through the complex process to meet their individualized goals. Rob has also counseled numerous owners of family businesses with respect to issues from transitions of management to the efficient transfer of the business.

Rob has adopted a “holistic” approach to the planning process by looking at the big picture including issues such as dynamic family relationships, changing tax laws, and building flexibility into a plan so that it can be adjusted, as needed, over time.

In addition to planning work, he works extensively in the areas of trust/estate administration and tax related matters.

Prior to joining Hinckley Allen, Rob was the Chair of the Trust and Estate Practice Group at Levy & Droney, P.C.

Credentials

Work Experience

  • Hinckley Allen
    • Vice-Chair, Trusts & Estates Law Group
    • Partner (2013-Present)
  • Levy & Droney P.C.
    • Partner (1989-2012)

Honors & Awards

  • Massachusetts Society of Certified Public Accountants, Certificate of Achievement for having passed the CPA exam at the first sitting

Charitable & Civic Involvement

  • Estate and Business Planning Council of Hartford, CT, Board of Directors
  • Hartford Foundation for Public Giving, Professional Advisory Board (Present)
  • Hebrew Home & Hospital, Board of Directors (Present)
  • Jewish Family Services and Israeli Bonds, Board of Directors
  • Jewish Federation of Greater Hartford, Legal Issues Committee (Present)

Professional Affiliations

  • American Bar Association
  • Connecticut Bar Association
  • Estate and Business Planning Council
  • Hartford County Bar Association, Chairperson of Budget Committee

Bar Memberships

  • Connecticut, 1986
  • Massachusetts, 1985
  • United States District Court, District of Connecticut, 1989

Speaking Engagements

  • Frequent lecturer regarding estate, succession and business planning issues as well as estate administration related matters.
  • Licensed Instructor for the Connecticut Insurance Department Continuing Education Program.

News & Insight

Publication

Trusts & Estates 2017 Tax Update

March 6, 2017

This article summarizes federal and state wealth transfer and income tax laws that could affect your estate planning and discusses strategies for tailoring your estate plan to maximize tax savings.Federal Estate and Gift Tax. The current federal estate, gi…

Publication

What Changes Might We Expect with Trump Presidency?

December 8, 2016

As a result of the recent election, both the executive and legislative branches of the federal government will be under Republican control. President-elect Donald Trump and the House Republicans have formulated their own tax plans, and changes to the tax c…

Publication

Proposed New Rules Will Eliminate Discounts on Transfers of Interests in Family-Owned Entities

September 9, 2016

In September, the IRS announced proposed Treasury Regulations which, when finalized, will make sweeping changes to the way in which ownership interests in family-owned businesses or family-owned investment entities will be valued for federal estate, gift a…

Publication

Trusts & Estates 2016 Tax Update

May 12, 2016

Recent years have seen significant shifts in estate, gift, and income tax policies at the federal level. However, after several years of changes, the federal tax landscape has stabilized somewhat. The following summarizes federal and state law that could a…

Publication

Trusts & Estates 2015 Tax Update

March 26, 2015

Recent years have seen significant shifts in estate, gift, and income tax policies at the federal level. However, after several years of flux, the federal tax landscape has stabilized somewhat. The downloadable PDF summarizes federal and state law that may…

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Testimonials

“I have been fortunate to build a practice that lets me combine a lifelong study of law, taxation and accounting with a passion for helping families plan for their future.  I am truly thankful for the multi-generational bonds I have developed with my clients – a shared trust and confidence – and for the kind sentiments they have allowed me to share here.”

– Rob Levine –

From a former Fortune 50® president and COO

“After having worked with Rob for over 15 years, I can say he’s one of the most creative lawyers I’ve ever worked with.  He really knows his stuff.  He listens carefully and takes the time to fully understand our goals and my family feels very comfortable with him – something that is very important to us.  I’ve worked with a lot of lawyers throughout my life, and I consider myself very lucky to have him advising us – for trust and estate issues, as well as other legal matters.”

Karl Krapek
Co-founder, Keystone Companies, 
former President & COO, United Technologies Corporation

From a retired Fortune 100® chief executive

“Rob came highly recommended to me by one of my former colleagues at Sikorsky.  I have high standards when it comes to my personal advisors, and I have to say Rob really measures up.  He reviewed things very thoroughly with my wife and I and worked seamlessly with our accountant and financial advisor to provide excellent advice and service.  Rob’s ethics are impeccable, and he doesn’t push you into making decisions or taking action when you’re not ready.  If you are looking for legal and tax advice, Rob should be on the top of your list.”

Eugene Buckley
former President, Sikorsky Aircraft

From the spouse of a successful regional real estate developer

“Thanks to Rob, our estate plan is working exactly as it’s supposed to.  He is terrific to work with – friendly and down-to-earth – and it’s clear he’s on top of his game.  Although my husband and I are business owners, dealing with the complexities of estate planning was something very new to us.  Rob took what could have been a stressful and complicated process and made it incredibly easy and comfortable.  He’s very creative and offered us great insight on numerous possibilities, beyond anything that we had considered.  We have total trust and confidence that he is looking out for our best interests and has prepared us well for the future.”

Marie Borghesi

From one of Connecticut’s top financial planners

“I refer a significant number of my clients to Rob for estate planning services – and I always get back rave reviews.  He has a rare skill in his ability to simplify sophisticated concepts so that his clients understand it all.  Rob’s communication skills are exceptional and his integrity is second to none.  Having been in this business for the last 35 years, I’ve dealt with most of the top attorneys in Connecticut.  From my perspective, nobody does it better than Rob – he is a unique talent.”

Owner of a large Connecticut-based financial planning and insurance advisory firm

 From a senior investment professional

“In my business, I have worked with lots of trusts and estates lawyers. Rob Levine gets an A+ in every category across the board. He is smart; honest; hard-working; caring; highly ethical; relationship-driven; plays it straight; and has an exceptional talent for synthesizing complex concepts into understandable advice. I do not hesitate to refer customers and contacts to Rob for estate planning services because I know they will receive the best advice and service possible. I engaged Rob to handle my personal estate planning and my experience reinforced what I’d heard all along – Rob is a trusted ally and one of the best in the business.”

Senior Connecticut-based investment professional

From a retired Maj. General of the U.S. Marine Corps

“Rob is a solid guy and a top-notch lawyer – the complete package. He is an excellent listener; incisive and quick to grasp the crux and nuances of any situation; a creative thinker; and a superb strategist. He inspires confidence and trust in his abilities. Rob is very intuitive in dealing with opposing counsel – bringing the necessary gravitas and experience to provide the best advice and representation available. Instead of some “boilerplate” solution for my trust, Rob tailored a solution to meet my specific needs and wishes. He devised a detailed plan that was simple to execute. His ability to thoroughly yet concisely capture the essence of a complex undertaking is exceptional.”

James Battaglini
Retired Major General, U.S.M.C.

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