Role

Board of Trustees

Bio

Jeffrey Loeb is a partner at Loeb & Loeb LLP. He practices in the areas of estate planning and trust and estate administration, and represents many high net worth individuals and families. Mr. Loeb focuses on helping clients develop a plan for the orderly transfer of assets during life or upon death, emphasizing the preservation of family wealth through the minimization of federal gift and estate taxes. He has resolved disputed matters before the IRS and the U.S. Tax Court. 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. Mr. Loeb received his bachelor’s degree from the University of California at Santa Barbara, and his law degree from the University of California, Hastings College of Law.

I’ve worked with hundreds of families on their estate plans, and seen first-hand the value of having a trusted partner in your philanthropy. The Foundation partners with advisors and their clients to simplify the planned giving process and find creative solutions to complex problems. I’m proud to be on the board of this valuable organization.

 

EXPERTISE/SPECIALTY AREA

  • Estate Planning
  • Trust and Estate Administration
  • Tax Law

COMMUNITY LEADERSHIP SUMMARY

  • Foundation trustee
  • Former Probate Moderator, Probate Department of the Los Angeles Superior Court
  • Former Appellate Court Mediator, Second District of the California Court of Appeal