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Overview

Terri Baron focuses her practice on a broad range of estate and wealth transfer planning issues. She advises ultra high net worth individuals and families on estate, gift and generation-skipping transfer taxes, wealth transfer planning and closely held business succession issues. She has significant experience structuring and administering complex trusts and estate plans.

Prior to joining Loeb, Terri served as the Executive Director & Assistant General Counsel at JPMorgan where she provided legal advice to the U.S. Private Bank Trusts and Estates Business.

Education

  • Northwestern University, B.A.
  • University of California at Los Angeles School of Law, J.D.

Bar Admissions

  • Illinois