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Firm Profile

Loeb & Loeb LLP

High Net Worth Guide 2023

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High Net Worth

Loeb & Loeb LLP

Loeb & Loeb LLP

Contact number

+1 310 282 2000

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About

Provided by Loeb & Loeb LLP
High Net Worth

Part of one of the largest and most distinguished private client practices in the United States, Loeb & Loeb’s Trusts and Estates team provides comprehensive services, including innovative estate planning, administration of complex trusts and estates, business succession planning, settlement of tax controversies, and resolution of high-profile multimillion-dollar disputes over the distribution of family wealth.

Loeb works with individuals and families at all stages, from those who are still building assets to the wealthiest entrepreneurs, executives, investment fund managers and venture capitalists.

The firm and its lawyers understand that trust and estate matters can be sensitive and emotionally difficult. Loeb's Trusts and Estates lawyers pride themselves not only on their pragmatic, multidisciplinary approach to addressing complex legal issues, bringing in colleagues from practices across the firm, but also on their commitment to understanding our clients’ philosophies and goals. The firm believes this is the only way to offer effective, client-centric counsel in these deeply personal matters.

Loeb offers clients a full range of trust and estate services, including:

  • Estate, Gift & Income Tax Planning: With a keen understanding of federal and state income, transfer, and estate taxes and intimate familiarity with traditional and cutting-edge techniques, Loeb provides forward-looking estate, gift and tax planning that focuses on our clients’ financial, business and family needs. The practice also represents individuals and estates in tax controversies, including the settlement of estate and gift tax audits and appeals with federal, state and local taxing authorities.
  • Trust & Estate Administration: Loeb's Trusts and Estates department represents executors, administrators, trustees and beneficiaries in probate and estate and trust administration, not only in situations where Loeb's practitioners helped create the estate plan but also in matters where the firm is called in to advise on discrete, complex administration issues.
  • International Estate Planning: The firm advises on all U.S. income, estate and gift tax aspects involved in international planning for individuals, families, beneficiaries and trustees.
  • Charitable Giving & Tax-Exempt Organizations: Loeb's lawyers counsels individuals, families, family offices and corporations on their charitable giving and philanthropic endeavors, including the creation of private foundations and public charities, grant-making activities, tax issues, and disputes surrounding charitable gifts. The practice also represents nonprofit and tax-exempt organizations in a wide range of regulatory, compliance, transactional and litigation matters.
  • Trust & Estate Litigation: Loeb’s trust and estate litigators combine extensive courtroom experience with in-depth knowledge of trust and probate law and procedures, representing clients in high-stakes will and trust contests, interpretation disputes concerning complex estate planning documents, contested accountings, community property disputes, breach of fiduciary duty claims, and other controversies.
  • Family Office: Drawing on the experience of lawyers throughout the firm, including nationally recognized leaders in trusts and estates, tax, corporate, and nonprofit law, Loeb's Family Office team works to serve family offices of all types—single generation and multigenerational, formally and informally organized. Loeb partners with their in-house professionals and outside advisers—accounting, insurance, investment, business, legal and tax, among others—to assist the firm's family office clients, and their family member clients, in legal matters involving both business and personal concerns.

Ranked Offices

Provided by Loeb & Loeb LLP

USA - Head office
China
  • Hong Kong
    2206-19 Jardine House 1 Connaught Place Central, Hong Kong , Hong Kong, Hong Kong, China
    View ranked office
USA
  • Chicago
    321 North Clark, Suite 2300, Chicago, Illinois, USA, IL 60654
    View ranked office
    New York
    345 Park Avenue, New York, New York, USA, NY 10154
    View ranked office
    San Francisco
    Two Embarcadero Center, Suite 2320, San Francisco, California, USA, CA 94111
    View ranked office
    Washington, DC
    901 New York Ave, Suite 300 East, Washington, DC, District of Columbia, USA, 20001
    View ranked office

Loeb & Loeb LLP rankings

High Net Worth Guide 2023
Filter by
Band
California
Private Wealth Disputes
1 Department
3 Ranked Lawyers
Department
Private Wealth Disputes
1
Private Wealth Disputes
1
Band 1
Lawyers
1
Gabrielle Vidal
1
Band 1
2
David C Nelson
2
Band 2
3
Rodney C. Lee
3
Band 3
California: Northern
Private Wealth Law
1 Department
1 Ranked Lawyer
Department
Private Wealth Law
3
Private Wealth Law
3
Band 3
Lawyers
3
Myron Sugarman
3
Band 3
California: Southern
Private Wealth Law
1 Department
9 Ranked Lawyers
Department
Private Wealth Law
1
Private Wealth Law
1
Band 1
Lawyers
1
Alyse N Pelavin
1
Band 1
1
Leah M Bishop
1
Band 1
1
Michael Rosen-Prinz
1
Band 1
1
Paul N Frimmer
1
Band 1
1
Stuart P Tobisman
1
Band 1
2
Jeffrey M Loeb
2
Band 2
3
Danielle Miller
3
Band 3
3
Rachel J Harris
3
Band 3
3
Ronald C Pearson
3
Band 3
China
Private Wealth Law (International Firms)
1 Department
2 Ranked Lawyers
Department
Private Wealth Law (International Firms)
3
Private Wealth Law (International Firms)
3
Band 3
Lawyers
1
Erik X Wallace
1
Band 1
3
Laurence Ho
3
Band 3
District of Columbia
Private Wealth Law
1 Department
2 Ranked Lawyers
Department
Private Wealth Law
3
Private Wealth Law
3
Band 3
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