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Steven Leventhal maintains
a private practice of law in Bend, Oregon, where he specializes
in the Retirement Planning Aspects of Estate Planning, all aspects
of Estate Planning (wills, trusts, prenuptial agreements, health
care directives, and powers of attorney), Charitable Trusts, Tax-Exempt
and Non-Profit Organizations, Probate and Guardianship, the Tax
Aspects of Divorce and Qualified Domestic Relations Orders (QDROs)
Document Preparation, General Litigation, and Tax and Business Planning.
Leventhal -- a former
supervisory attorney with the IRS Employee Plans Division in Washington,
DC, and Executive Editor for the legal and tax publishing company,
Commerce Clearing House, Inc. also offers businesses and
professionals world-wide a full range of employee benefits consulting
services relating to Internal Revenue Service compliance, Department
of Labor fiduciary responsibilities, and ERISA litigation.
Leventhals Employee Benefits Consulting
Practice Specializes In:
- Negotiating with
the IRS to restore tax-deferred status to qualified retirement
plans, tax-sheltered annuities, and SEPs that have failed to comply
with IRS rules and regulations.
- Representing before
the IRS retirement plan administration firms whose work product
has resulted in systematic failures affecting the qualified plans
and tax-sheltered annuities of multiple employers.
- Negotiating with
the Department of Labor all aspects of fiduciary responsibility
under ERISA.
- Providing individuals
and businesses with advice on all aspects of their retirement
plans.
- Developing sound
QDRO administrative practices for small, medium, and large businesses.
He is a member of
the Oregon Bar, Massachusetts Bar, and District of Columbia Bar,
and is authorized to practice before the Internal Revenue Service.
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