Carleen Schreder and Bob Levin started our firm in 1988 based on two shared beliefs: income tax planning and estate tax planning are inseparable and we could bring a unique approach to tax planning by being actively responsive and collaborative with our clients. Today, Levin Schreder & Carey operates based on the same beliefs, and many of our clients today have been clients and friends since the inception of the firm.

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Our clients deserve and expect personal and timely communication, and that is what Levin Schreder & Carey  lawyers deliver. We also present ideas and options for our clients so that they can act opportunistically to achieve their goals as circumstances change over time. As a result of our forward thinking collaboration with clients, many individuals and business owners look to us for guidance in choosing and working with other professionals, including accountants, investment advisors, and real estate or corporate transaction attorneys.

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