BendSearch.com: Attorneys

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.

Leventhal’s 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.