Department profile
Loeb & Loeb LLP

Private Wealth Law

High Net Worth Guide 2025 : California: Southern


Loeb & Loeb LLP

Rankings

Chambers Review

Provided by Chambers

Private Wealth Law - California: Southern

Band 1

Band 1


What the Team is Known For

Loeb & Loeb is well regarded for its international and domestic estate planning, including advice on business succession planning. It also has a strong trust and estate disputes practice.

Strengths

Provided by Chambers

  • Everyone I dealt with at Loeb & Loeb was extremely knowledgeable, personable and made working on complex areas much easier.

    Private Wealth Law respondentHigh Net Worth
  • Loeb & Loeb's outstanding experience with complex matters helps resolve client challenges with measured certainty.

    Private Wealth Law respondentHigh Net Worth
  • Loeb & Loeb's expertise is unparalleled. The depth and quality of the team was evident not only in their work product, but also in their responsiveness and attention to client service.

    Private Wealth Law respondentHigh Net Worth
  • On the family office side, Loeb & Loeb have excelled in thoughtful analysis and planning for impactful long-term value. They helped us tackle a number of highly complex and unique structures.

    Private Wealth Law respondentHigh Net Worth
  • Loeb & Loeb has a deep bench of go-to experts in the domains relevant for our client's success. Everyone I've dealt with is the go-to expert in their specialisation.

    Private Wealth Law respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Senior StatespeoplePaul N Frimmer
    Senior StatespeoplePaul N Frimmer

    Paul N Frimmer

    Paul Frimmer is well regarded by fellow attorneys in the market and is experienced at structuring charitable gifts involving high-value assets for his clients, as well as advising on art law topics.

    • I have worked on cases with Paul and have found him to be very bright and easy to work with.

      Private Wealth Law respondentHigh Net Worth
  • Senior StatespeopleStuart P Tobisman
    Senior StatespeopleStuart P Tobisman

    Stuart P Tobisman

    Stuart Tobisman typically represents wealthy clients, whom he advises on complex estate planning matters.

    • Stuart Tobisman brings tremendous experience and judgement when approaching advice to clients.

      Private Wealth Law respondentHigh Net Worth
    • Stuart is one of the pre-eminent lawyers in this space.

      Private Wealth Law respondentHigh Net Worth
  • Band 1Alyse N Pelavin
    Band 1Alyse N Pelavin

    Alyse N Pelavin

    Alyse Pelavin advises wealthy clients on a range of topics related to estate, tax and gift planning, and the administration of trusts.
    • Alyse is extremely technical, thorough and very collaborative.

      Private Wealth Law respondentHigh Net Worth
    • Alyse Pelavin has a great bedside manner and deep technical expertise in all estate planning matters.

      Private Wealth Law respondentHigh Net Worth
    • Alyse is very knowledgeable and provided practical application of very technical rules and techniques.

      Private Wealth Law respondentHigh Net Worth
    • Clients really love her. They find her to be very technical, focused and very commercial in her planning.

      Private Wealth Law respondentHigh Net Worth
  • Band 1David C Nelson
    Band 1David C Nelson

    David C Nelson

    David Nelson represents clients in a variety of disputes including will and trust disputes, as well as conservatorships.

    • David Nelson is an exceptional lawyer. He guided me through a heavily litigated matter and achieved great results.

      Private Wealth Law respondentHigh Net Worth
    • David Nelson is a formidable litigator. He leaves no stone unturned and is a pleasure to work with.

      Private Wealth Law respondentHigh Net Worth
    • David is a superior litigator with great leadership skills.

      Private Wealth Law respondentHigh Net Worth
  • Band 1Gabrielle Vidal
    Band 1Gabrielle Vidal

    Gabrielle Vidal

    Gabrielle Vidal represents high-profile clients in contentious trust and probate matters, as well as disputed guardianships and conservatorships.

    • Gabrielle is among the elite trust and estate lawyers in the entire state of California.

      Private Wealth Law respondentHigh Net Worth
    • Gabrielle is terrific. She is my new favourite lawyer. She is incredibly creative and smart. She is a fierce advocate but a practical problem solver.

      Private Wealth Law respondentHigh Net Worth
    • Gabrielle Vidal is top-notch. She is tenacious as a litigator, straight to the point and very technical.

      Private Wealth Law respondentHigh Net Worth
  • Band 1Leah M Bishop
    Band 1Leah M Bishop

    Leah M Bishop

    Leah Bishop strategically advises her clients on estate and tax planning issues. Bishop often assists with trust administration for ultra-wealthy clients with complex structures.
    • Leah is super smart and able to break down complex issues.

      Private Wealth Law respondentHigh Net Worth
    • Leah has an incredible mix of eloquence, bedside manner and deep technical expertise.

      Private Wealth Law respondentHigh Net Worth
    • Leah Bishop is tremendously experienced in all phases of advising families.

      Private Wealth Law respondentHigh Net Worth
  • Band 1Michael Rosen-Prinz
    Band 1Michael Rosen-Prinz

    Michael Rosen-Prinz

    Michael Rosen-Prinz advises entrepreneurs and families on business succession and estate planning. He is co-chair of the firm's family office practice and has considerable expertise in this area.

    • Michael Rosen-Prinz is an excellent strategic thought partner in crafting and executing on complex estate plans and tax optimisation structures for ultra high net worth clients.

      Private Wealth Law respondentHigh Net Worth
    • Michael is absolutely phenomenal.

      Private Wealth Law respondentHigh Net Worth
    • Michael is an incredible thought leader providing materially impactful and value-oriented services.

      Private Wealth Law respondentHigh Net Worth
  • Band 2Danielle Miller
    Band 2Danielle Miller

    Danielle Miller

    Danielle Miller is highly regarded for her expertise in estate planning and the administration of trusts.
    • Danielle Miller provides top-quality estate and trust planning expertise. She is very thorough, focused and very commercially technical.

      Private Wealth Law respondentHigh Net Worth
    • Danielle is outstanding with clients.

      Private Wealth Law respondentHigh Net Worth
    • Danielle is a truly exceptional lawyer. My family trusts her completely!

      Private Wealth Law respondentHigh Net Worth
  • Band 2Jeffrey M Loeb
    Band 2Jeffrey M Loeb

    Jeffrey M Loeb

    Jeffrey Loeb advises domestic and foreign clients on a range of tax issues and trust and estate planning.
    • Jeffrey is personable, professional and takes the time to provide thoughtful comments and input.

      Private Wealth Law respondentHigh Net Worth
  • Band 2Ronald C Pearson
    Band 2Ronald C Pearson

    Ronald C Pearson

    Ronald Pearson handles various issues related to tax and estate planning, including advising wealthy clients on charitable giving.
    • Ronald Pearson is a consummate professional.

      Private Wealth Law respondentHigh Net Worth
    • Ronald's deep insight into complex probate, trust and conservatorship matters is unique.

      Private Wealth Law respondentHigh Net Worth
    • Ronald is extremely professional, highly experienced and very thorough.

      Private Wealth Law respondentHigh Net Worth
    • Ronald is an expert in estate planning, estate tax return preparation and trust administration. He's also extremely good in forward planning.

      Private Wealth Law respondentHigh Net Worth
  • Band 3Myron Sugarman
    Band 3Myron Sugarman

    Myron Sugarman

    Myron Sugarman is a senior San Francisco-based lawyer. He focuses his practice on tax, charitable and estate planning, among other private client issues.

  • Band 3Rodney C. Lee
    Band 3Rodney C. Lee

    Rodney C. Lee

    Rodney Lee is well regarded for his expertise in complex trust and estate disputes.

Ranked Individuals at Loeb & Loeb LLP (13)

California

California: Northern

California: Southern

Loeb & Loeb LLP has rankings in the following guides

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