Loeb & Loeb LLP

Private Wealth Law Department

Current View:

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Loeb & Loeb is "a player in Chicago now," according to one market commentator. Another source says: "They are very well regarded and have strengthened their team." The trusts and estates team's work incorporates wealth transfer, succession planning and charitable giving planning.

The team represents closely held business owners, executives, and principals of hedge funds and private equity funds. Interviewees highlight the team's national reach. One states that "as a practice group nationally, they are impressive."

Notable practitioners

Jordan Klein is experienced in advising wealthy clients on estate planning and trust administration matters. He has broad practice acting for business owners, families and private foundations. He is praised as a "very hard-working, knowledgeable lawyer" and a "very experienced transactional planner." One peer states that "he is very smart and loves what he does." Another adds: "In sharing ideas, it is clear to me that he is a thoughtful and intelligent planner."

Kathleen O'Hagan Scallan has a good reputation for her estate planning practice, and helps clients with tax structuring, estate administration and business planning. "She has brought a level of expertise to the client matters that has helped resolve issues in a technically correct, practical, efficient and ethical manner," reports an interviewee. One adviser notes that "she is knowledgeable, personable and most importantly proactive," adding: "She is easy to talk to, explains complicated documents very well, drafts in a timely manner and is at the forefront of the field. She is a joy to work with and I know that she will be calling us with the latest and greatest ideas for estate planning and not relying on us calling her. No one compares to her."