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Loeb & Loeb has an excellent reputation in California for its trusts and estates group. “They have a very strong department. They have a robust and strong estate group in the city. They are well regarded and highly respected and am happy with service,” says one source. “They are dedicated, talented and hard-working attorneys,” comments an interviewee, another adds that “they are one of the top law firms in the city, they are the cream of the crop.”
“Loeb & Loeb has top-quality, professional attorneys. They hire the very best,” states a source, adding: “The firm as a whole is very easy to work with and incredibly helpful, resourceful, and professional.”
Notable practitioners
Alyse Pelavin advises business owners and wealthy individuals on succession planning and estate and trust administration. One peer reports: "She is fantastic, she is top notch technically and a very lovely human being." Another source enthuses: "She is an amazing, wonderful young lawyer, she is very smart but also very practical. She is always a pleasure to work with and can come to resolutions that are beneficial for the client."
Audrey Scott advises clients on estate and gift planning, business succession and philanthropic giving. "She is an excellent practitioner, she is really technically strong, she knows the ins and outs of what a tech client needs," says a source. Another adds: "She is terrific, her technical skills and personal skills are of the highest."
David Nelson represents high net worth clients in trusts, probate and conservatorship litigation. "He is definitely the best lawyer I have ever worked with," enthuses a client source, who explains: "He really listens to your particular situation and evaluates with feedback on what is appropriate for you." One peer admits: "He is the smartest of all of us; he has a very interesting brain, and often sees issues that are very difficult to see."
Gabrielle Vidal is highly experienced in handling trust, probate, conservatorship and guardianship litigation matters. "She is a very smart, talented lawyer. She is fierce when she needs to be," states a peer. Another describes her as "very professional and knowledgeable," adding: "She is a straight-shooter." One client says: "She is very attentive to the details, very warm and very easy to get along with in the worst of circumstances."
"Without question," Jeffrey Loeb "is one of the brightest and most capable attorneys we have experienced," enthuses a client, who continues: "No matter how complicated the matter, Jeff always has total clarity, and is an excellent strategist. In addition to being an expert at seeing and understanding the big picture, Jeff is a master of detail. A perfect combination." Loeb focuses his practice on estate planning and trust administration matters.
Leah Bishop "is an exceptionally bright woman and a powerful lawyer," says a peer, who says: "She stands out in the area of charitable planning and she is someone I respect greatly." Bishop acts for wealthy clients in a wide range of trust and estate matters. One market insider states: "Leah is very knowledgeable, her clients really like her and she really gets involved in her clients' lives. She is a leading figure in this area."
Myron Sugarman "has been in this community a very long time and is a respected, technical and able lawyer," states a source. He has long-standing experience in the trusts and estates field and deals with the full range of private wealth matters.
Paul Frimmer concentrates his practice on estate planning strategies for high net worth individuals and families. He is praised for his "great tax expertise and great bedside manner" by a source. Another reports: "He is amazing, he has specialised art expertise and is very open and friendly." "He is an excellent lawyer, he is very smart and giving in terms of time to the community," notes another market commentator.
Rachel Harris heads the firm's international trust and estate planning practice. A source says: "She is very bright and focused on international planning." "She's very bright and very good at UK/US matters. She is very thoughtful and analytical. She always comes with good points and strong reasons for any decision she's advising for clients," states a peer.
Rodney Lee is adept at handling estate, trust and fiduciary disputes for high net worth individuals. One source states that "Rodney is a good lawyer," adding: "He is in the category of smart, competent litigator. he is a solid lawyer."
Stuart Tobisman enjoys an excellent reputation among peers and clients alike. "He is one of the finest attorneys we know. He makes everything look easy," enthuses a source, adding: "He is kind, understanding, and helpful beyond what one would expect any attorney to be. He takes a vested interest in staying on top of all of the changes in the law and informs his clients so that they may make the most informed decisions about their estates and trusts. He is a true professional on every level."
