Firm’s Nationally Recognized Private Client Team Expands California Presence
San Francisco (August 14, 2018) – Loeb & Loeb LLP announced that it has expanded its presence on the West Coast with a new office in San Francisco. The office opening coincides with the arrival of six trusts and estates lawyers who join today from Cooley LLP, including partners Audrey Scott, Myron Sugarman and Nicole Webb, together with three associates.
The new San Francisco office – the firm’s 6th location in the United States and 8th globally – is located in the Embarcadero Center within the city’s Financial District.
“Loeb has been fortunate to develop a growing client base in and around San Francisco,” said Loeb & Loeb Chairman Kenneth Florin. “Given the tremendous synergies between our service focus and those sectors that are most central to the Bay Area’s thriving economy – including technology, media, entertainment and financial services, as well as the region’s extraordinary concentration of private wealth – this new office was a natural evolution for our firm. We anticipate that this new location will continue to expand and diversify to satisfy a full range of client needs, including corporate and capital markets, intellectual property, real estate and litigation, among others.”
“I’ve known and admired Myron for many years; he, Audrey, Nicole and their team are highly regarded practitioners who will add significant depth to our national platform of private client services, including our vibrant family office practice,” commented Leah Bishop, partner and co-chair of Loeb & Loeb’s Trusts and Estates Department as well as the firm’s Family Office Group. “They represent many well-known Bay Area and Silicon Valley families and individuals, and will anchor our practice in a critical region.”
The new additions expand Loeb & Loeb’s nationally recognized Trusts and Estates Department to more than 60 attorneys firm wide – handling matters ranging from sophisticated business planning to high-stakes trust, estate and conservatorship litigation – further strengthening what is already one of the legal industry’s largest and most distinguished private client services practices.
“We’re excited to join a firm such as Loeb that shares our commitment to serving the diverse needs of private clients, and offers an unparalleled bench of dedicated trusts and estates practitioners and resources in markets across the country,” commented Scott.
“Loeb is also known as a leader in media and technology, a strength that complements our work with many technology entrepreneurs, venture capital investors and Silicon Valley executives,” added Sugarman. “This move presents great opportunities for our clients and wonderful synergies for our practice.”
Audrey Scott, Partner - Audrey Scott previously served as head of Cooley's estate planning and personal representation group. She counsels families and individuals, including entrepreneurs, executives and fund managers, in a wide range of wealth management and planning issues, including wealth transfer, estate and gift taxation, charitable giving, business succession planning and trust administration. Her practice includes advising family offices on multi-generational estate planning and governance issues, and creating and advising tax-exempt organizations.
Myron Sugarman, Partner - Myron Sugarman has extensive experience in all areas of federal and local taxation, with emphasis on estate planning, deferred compensation, taxation of nonprofit and charitable institutions, and family and personal tax planning. He is a member of numerous professional organizations, including the American College of Tax Counsel, the American College of Trust and Estate Counsel and the San Francisco Estate Planning Council. He has also been distinguished as an emeritus trustee of the UC Berkeley Foundation and he serves as a member of the Order of the Golden Bear.
Nicole Webb, Partner - Nicole Webb’s practice focuses on estate and gift taxation, the tax and non-tax aspects of estate planning, structuring wealth transfers to charitable and non-charitable recipients, and planning for incapacity. Her practice also encompasses the formation of family limited partnerships, limited liability companies and tax exempt organizations.
Also joining Loeb & Loeb are associates Alison Sundberg, Jessica Mills and Elizabeth Mak, who focus on estate planning and wealth management for high net worth individuals and families.
Loeb & Loeb’s Trusts and Estates Department represents a broad base of individuals in connection with sophisticated estate, tax and business succession planning services, and trust and estate administration. The practice also counsels businesses, fiduciaries and tax-exempt organizations in a wide variety of matters, ranging from estate plans and the settlement of complex estate tax issues, to the litigation and resolution of multimillion-dollar disputes over the distribution of family wealth.
About Loeb & Loeb LLP
Loeb & Loeb is a premier law firm focused on helping organizations and individuals innovate, grow and evolve in a changing world. Our market leading practice and industry teams deliver practical insight and strategic solutions in complex deals, high profile disputes, cutting-edge regulatory issues and other matters critical to our clients’ success. The firm has nearly 400 lawyers across eight offices in the United States and Asia.