Loeb & Loeb LLP

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.