Jeffrey Loeb practices in the areas of estate planning and trust and estate administration. He represents many high net worth individuals and families, including a large number in the film, television, and music industries. He also represents individuals and financial institutions serving as trustees, executors, administrators, conservators or guardians.
Mr. Loeb provides comprehensive estate planning services, including the preparation of revocable living trusts, wills, irrevocable life insurance trusts, irrevocable trusts for children, dynasty trusts, private foundations, charitable lead and remainder trusts, sales to grantor trusts, grantor-retained annuity trusts, family limited liability entities, qualified personal residence trusts, health and education exclusion trusts, advance health care directives, durable powers of attorney, assignments of assets and a number of other estate planning instruments.
He focuses on helping clients develop a plan for the orderly transfer of assets during life or upon death, emphasizing the preservation of family wealth through the minimization of federal gift and estate tax liability. Mr. Loeb advises clients regarding the preparation of federal estate and gift tax returns and fiduciary income tax returns. Mr. Loeb has also served as special tax counsel in handling disputed matters before the IRS and the U.S. Tax Court.
Mr. Loeb provides guidance to various tax-exempt organizations including Cedars-Sinai Medical Center, Motion Picture & Television Fund, Arthritis Foundation, The Salvation Army, Los Angeles County Museum of Art, Los Angeles Philharmonic, American Cancer Society and Orthopaedic Hospital of Los Angeles. Mr. Loeb has served as a probate mediator for the Probate Department of the Los Angeles Superior Court and as an appellate court mediator for the Second District of the California Court of Appeal handling only trusts and estates controversies.