Loeb & Loeb provides trust and estate services for high net worth families as well as large institutional clients. "The private wealth team is outstanding," according to one source. Another interviewee states: "The firm does an excellent job on estate planning and does so in a no-nonsense manner."
One market insider says: "The Loeb & Loeb private wealth team is staffed with excellent lawyers who provide outstanding results in an engaging and personal way."
Notable practitioners
Camille Lu advises families and individuals on high-value private client matters. "I think incredibly highly of her," says a peer, who enthuses: "She is an incredible lawyer, she's technical and has an excellent manner with clients." Another interviewee notes: "She is bright, enthusiastic and has expertise in the charitable area."
James Hitzeman is highly regarded for his work on contentious trusts and estates matters, and is a trusted adviser to wealthy individuals, corporate fiduciaries and charities. "He is very professional, patient in explaining the process and attentive to my input as we develop responses and strategies," says a source.
The "outstanding" Jordan Klein "is creative, practical and extremely efficient," enthuses one source, adding: "He is the most responsive lawyer I have ever worked with." He is a respected private wealth practitioner who is particularly noted for his estate planning and trust and estate administration work. "Jordan excels at making complicated legal structures easy to understand, communicates well with a wide variety of family members, and also can easily recall trusts, family members and estate planning history at the drop of a hat," comments a source.
Kathleen O'Hagan Scallan is highly respected for her depth of experience in international trusts and estates matters. "She is very knowledgeable but is also excellent at explaining complex issues in a practical and efficient fashion," states an interviewee. "Kate is a star. She knows the law with an easy elegance and can also navigate the real business and tax issues that matter," says a source, who continues: "She has a great personal touch with clients. She makes difficult concepts easy to understand and knows how to guide and protect a family."
