Jeffrey M. Loeb
Recognized since 2008
Los Angeles, California
Litigation - Trusts and Estates
Trusts and Estates
Jeffrey 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, 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 and upon death, emphasizing the preservation of family wealth through the minimization of federal gift, estate, and generation-skipping transfer tax liability. Recognizing that the goals and the needs of each family are different, Jeffrey carefully tailors each estate plan to ensure that his client’s objectives are met in precisely the right manner.
Jeffrey advises clients regarding the preparation of federal estate and gift tax returns and fiduciary income tax returns. He also handles disputed matters before the IRS and in the U.S. Tax Court. Jeffrey 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.
Contact & Links
- Lawyer Page: https://www.loeb.com/en/people/l/loeb-jeffrey-m
- 10100 Santa Monica Boulevard, Suite 2200
Los Angeles, CA 90067
- University of California - Santa Barbara, B.A.
- California, California
95 The Best Lawyers in America® awards
42 Best Lawyers: Ones to Watch® in America awards
Recognized in The Best Lawyers® in America 2023 for work in:
- Litigation - Trusts and Estates
- Trusts and Estates
- Estate Planning
- Fiduciary Duties
- Gift Planning
- Insurance Planning
- Nonprofit Organizations and Charitable Giving
- Planning for Closely Held Businesses
- Succession Planning
- Trust Administration
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