Private Wealth Law

Alyse Pelavin advises wealthy clients on a range of topics related to estate, tax and gift planning, and the administration of trusts.

Alyse is terrific, she is really good. She always comes at difficult situations technically really strongly, as well as coming up with a practical solution.

Alyse is simply spectacular; smart, creative and very knowledgeable.

Alyse is nothing short of outstanding. I really value the collaboration with her. She is so terrific on many fronts, including responsiveness, communication and technical competency.

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

David is an excellent lawyer, and is co-chair of an excellent private wealth dispute resolution group there at Loeb & Loeb.

David is a good, solid lawyer, with good work quality.

David has a terrific reputation as being a good advocate. He is a very good lawyer.

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

Gabrielle Vidal is a terrific lawyer; she is very very good.

Gabrielle is a go-to referral for private wealth disputes. She is a leader in the field.

Gabrielle is well established and well regarded.

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 enjoys an outstanding reputation for good reason. She is very smart, direct in her communication and has a tireless work ethic.

Leah is one of the greatest planners out there, she's amazing. She is at the very top.

Leah is an excellent lawyer.

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 is a very good practitioner. He handles complicated planning situations for both foreign and domestic clients.

Michael is super smart.

Michael is an outstanding international estate planning resource.

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.

Paul is very knowledgeable, especially in the art world.

Paul is very sophisticated, smart and very easy to work with.

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

Stuart is a great lawyer and an icon in the area.

Stuart is a tremendous resource for families in developing their goal and objectives. He then creatively implements those goals in an effective estate plan.

Stu's level of skill and depth of knowledge is truly vast. He is great to work with.

Danielle Miller is highly regarded for her expertise in estate planning and the administration of trusts.

Danielle has outstanding client service skills. She makes clients comfortable when discussing sensitive family issues that need to be addressed to put a proper estate plan in place.

Danielle is an excellent practitioner and collaborates well with external advisors.

Danielle is extremely intelligent and humble at the same time. She is responsive and proactive. I cannot say enough good things about her.

Jeffrey Loeb advises domestic and foreign clients on a range of tax issues and trust and estate planning.

Jeff is a pleasure to work with and does a great job with his clients.

Rachel Harris represents wealthy clients in cross-border estate planning and trust administration matters.

Rachel stands out; she is a really smart international lawyer.

Rachel is excellent, smart and creative. She has high end clients.

Rachel is very practical and good at advising international clients with complex structures. Clients like her as well.

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

Myron is a highly skilled lawyer.

Myron is a well-known character in the San Francisco estate planning community. He's got a great list of clients.

Myron is a real institution in the Bay Area. He is a fierce advocate for his clients, fierce and fair.

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

Rodney is well respected. He is very effective and practical.

Rodney is a smart lawyer.

Rodney is very well respected, he's a good lawyer.

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

Ronald's client support is superb. He is available 24/7.

Ronald combines an excellent broad view with attention to the details of the situation. He provides clear explanations of the options to help reach decisions.