“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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