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Trusts & Estates

Overview


The acquisition, preservation and transfer of wealth involves practical and legal issues and challenges — from new asset classes that are hard to value and protect to shifting federal and state tax and trust and estate laws. It also involves deeply personal and unique family issues.

Part of one of the largest and most distinguished private client practices in the country, 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.

We work 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.

At Loeb, we understand that trust and estate matters can be sensitive and emotionally difficult. We pride ourselves not only on our pragmatic, multidisciplinary approach to addressing complex legal issues, bringing in colleagues from practices across the firm, but also on our commitment to understanding our clients’ philosophies and goals. We believe 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:

  • With a keen understanding of federal and state income, transfer, and estate taxes and intimate familiarity with traditional and cutting-edge techniques, we provide forward-looking estate, gift and tax planning that focuses on our clients’ financial, business and family needs. Our team 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.
  • We represent executors, administrators, trustees and beneficiaries in probate and estate and trust administration, not only in situations where our practitioners helped create the estate plan but also in matters where we are called in to advise on discrete, complex administration issues.
  • Our team advises on all U.S. income, estate and gift tax aspects involved in international planning for individuals, families, beneficiaries and trustees.
  • We counsel 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. We also represent nonprofit and tax-exempt organizations in a wide range of regulatory, compliance, transactional and litigation matters.
  • 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.

Key Contacts