Loeb & Loeb LLP

Private Wealth Law Department

Current View:

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Loeb & Loeb is noted for being "a strong firm for private wealth law" that has "national coverage in this area." The firm offers extensive trusts and estates services from its offices in Los Angeles, Chicago and New York, among other locations. "Their footprint is vast and they have a large bench across the country," says a source.

"They have always been a big name in California," observes an interviewee, adding: "A lot of their trusts and estates work comes from their major entertainment practice." A New York-based commentator says: "They have incredible depth - they have more private client lawyers than any other firm I know."

Notable practitioners

Alyse Pelavin
is a well-regarded practitioner who advises on a broad array of private client matters, including estate planning, business succussion and charitable giving. A commentator says that she is "super smart, very responsive and very creative - the best trust and estate lawyer I have ever worked with."

Jonathan Rikoon
is recognised for his in-depth expertise in trust and estate matters, particularly with respect to advising hedge fund managers and private equity principals. "He is a really good lawyer and has a very, very impressive level of knowledge and understanding of such a specific and complex area of law," says an interviewee.

Jordan Klein
is deputy chair of the trusts and estates group at the firm. He is respected by sources across the country, with one noting that "he is doing good work." Another attorney says that "he is a very, very good attorney and has a very strong reputation in the industry."

Leah Bishop
assists wealthy clients with estate, tax and business succession plans and trust and estate administration. "She is just fabulous - she is a very smart lawyer and really just fabulous," enthuses a fellow attorney. "She is very involved with high net worth individuals and she does a bit more charitable planning than most, which is unique," says a market insider, who adds: "She represents very wealthy individuals very well."

Mary Ann Mancini
handles succession matters for wealthy clients with closely-held businesses and significant real estate holdings. She is "highly respected for her work in life insurance," says an interviewee. An industry expert notes that "she is very well regarded nationally," explaining: "She is very focused on extracurricular bodies and is recognised as a national pre-eminent expert in this area. She writes and speaks frequently on the topic at national forums."

An industry source notes that
Paul Frimmer
is "a national figure who has a prominent practice and is recognised as a leader in the field." He advises clients on a wide range of private wealth matters, including estate, trust and tax planning, charitable giving strategies and estate administration. "He is so intelligent and smart - he has expertise like no other, especially for tax," according to an interviewee.

Rachel Harris
is chair of the firm's international trusts and estates practice. She handles domestic trust and estate planning, but is particularly notable for her work on cross-border matters. "She focuses on the international area," states an interviewee, adding: "I think she is really smart and a very good advocate."

Stuart Tobisman
has longstanding experience in the trust and estates field and is acknowledged as "an icon in the estate planning area." "He is a fine, fine lawyer and he works very well," says a source, who adds: "I have only the highest regard for him."