Attorneys and Professionals
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10100 Santa Monica Boulevard
Suite 2200
Los Angeles, California
90067
Tel 310.282.2266
Fax 310.919.3889


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Jeffrey M. Loeb
Partner

Jeffrey Loeb practices in the areas of estate planning and trust and estate administration. His clients include high net worth individuals, financial institutions and various charitable organizations.

Mr. Loeb provides comprehensive estate planning services, including the preparation of revocable living trusts, wills, irrevocable life insurance trusts, irrevocable trusts for children, generation-skipping transfer trusts, private foundations, charitable lead and remainder trusts, sales to grantor trusts, private annuity sales, grantor-retained annuity trusts, family limited partnerships, qualified personal residence trusts, health and education exclusion trusts, advance health care directives, durable powers of attorney, comprehensive assignments of assets, special needs trusts and a number of other estate planning instruments.

He focuses on helping clients develop a plan for the orderly transfer of assets during life or upon death, emphasizing the preservation of family wealth.  Mr. Loeb also advises clients who are serving as trustees or executors regarding the administration of trusts and estates, including the preparation of federal estate tax and fiduciary income tax returns.  Mr. Loeb has also served as special tax counsel in handling disputed matters before the IRS and the U.S. Tax Court. 

Mr. Loeb provides guidance to various tax-exempt organizations regarding a number of issues, including those relating to charitable gifts.  These organizations have included Cedars Sinai Medical Center, Motion Picture & Television Fund, Arthritis Foundation, The Salvation Army, Los Angeles County Museum of Art, Los Angeles Philharmonic, American Cancer Society and Orthopaedic Hospital of Los Angeles.  Mr. Loeb has served as a probate mediator for the Probate Department of the Los Angeles Superior Court and as an appellate court mediator for the Second District of the California Court of Appeal handling only trusts and estates controversies.

Prior Work Experience

Prior to joining the firm, Mr. Loeb was a Deputy District Attorney in the Office of the Los Angeles County District Attorney (1983–1985).

Publications/Speeches

  • Author, Owning Celebrity Rights is Not as Easy as You Might Think (February 2008)
  • Panelist, Terms of Endearment: How to Engage Your Aging Clients in Difficult Financial Conversations, in conjunction with City National Bank, Beverly Hills Hotel (September 2006)
  • Author, Crossed Circuits on Estate Tax Deductibility of Disputed or Contingent Claims, California Trusts & Estate Quarterly, State Bar of California, Trusts and Estates Section (Summer 2006)
  • Author, Changes in Probate Code May Confuse Unprepared Trustees, Los Angeles Daily Journal (April 2004)
  • Speaker, Most Common Broken Rules in Family Foundations (January 2002)
  • Speaker, Planning Issues Created by H.R. 1836 (July 2001)
  • Author, Probate Law for Business Litigators, ABTL Report (February 1997)
  • Speaker, Post-Death Disputes in the Context of Second Marriages (April 1996)
    • more

Affiliations

  • Vice President, Trustee, and Past President, Greater Los Angeles Chapter, Crohn’s and Colitis Foundation of America
  • Member, Estate Planning, Trust and Probate Law Section, State Bar of California
  • Member, Probate and Trust Law Section, Los Angeles County Bar Association

Distinctions

  • Former Managing Partner, Los Angeles Office, Loeb & Loeb 
  • Former Co-Managing Partner, Tax and Wealth Services section, Los Angeles Office, Loeb & Loeb
  • Named "Best Lawyer" in Trusts and Estates Law, The Best Lawyers in America, published by Woodward White, Inc. (2008 and 2009 editions)
  • Named "Southern California Super Lawyer" in Estate Planning & Probate by Law & Politics in Los Angeles magazine (2004-2008)
  • American Jurisprudence Award, Remedies
  • Editorial Board, Hastings' COMM/ENT, a journal of communications and entertainment law
  • Mortar Board Scholarship Society, University of California at Santa Barbara

Practice Areas
Education
University of California, Hastings College of Law, J.D., 1981,
American Jurisprudence Award-Remedies
University of California at Santa Barbara, B.A., 1978, With Honors
Mortar Board Society
Bar Admissions
California, 1981
Court Admissions
U.S. Supreme Court, 1986
U.S. Tax Court, 1985
U.S. Court of Appeals, Ninth Circuit, 1982
U.S. District Court for the Central District of California, 1981
U.S. District Court for the Eastern District of California, 1981
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