High Net Worth Families

Practice Capabilities

Many of Loeb & Loeb's Trust and Estate Group clients are high net worth individuals and families who rely on our experience and expansive knowledge to guide them through the planning and administrative processes in order to meet their ultimate goals. We focus on our client's individual needs and desired disposition of wealth, analyze tax implications and formulate a tailored plan.

Planning for the efficient transfer of wealth among generations requires a broadvision and an in-depth knowledge of both income and estate tax law, often from a global perspective as cross-border wealth transfers and international activities become more prevalent. We become familiar with a client family's businesses and investment holdings in order to identify opportunities for the family to reduce both estate and income taxes as we work with the family to formulate a plan to transfer the family's wealth to succeeding generations.

Service Approach

Many large law firms have abandoned the practice of estate planning and virtually abandoned the representation of families. At Loeb & Loeb just the opposite is true. We have devoted substantial resources to enhance these practice areas. We are a firm that will always be available to represent high net worth families in connection with their legal needs.

We understand that a close attorney-client relationship is crucial when it comes to such legally complex, highly personal, and uniquely sensitive matters. By encouraging communication and interaction with our clients, we are better able to view matters in the context of each one's specific objectives, offer guidance as well as counsel, anticipate legal pitfalls, design preventive strategies and provide cost-effective solutions to legal needs.

Many of our successes are due in part to the interdisciplinary approach our team takes. We understand that planning for the efficient transfer of wealth among generations requires expertise in income and estate taxes. We also work closely with Loeb & Loeb's corporate, real estate and litigation teams when necessary to help to ensure that our client's goals are reached.

Leadership in Law

In addition to frequent speaking engagements, attorneys in our group author numerous articles in the areas of estate planning, administration and litigation and are adjunct faculty members. Many of us are actively involved in the American College of Trust and Estate Counsel and are frequent speakers in the areas of estate planning, administration and litigation.

Practice Contacts

Thomas N. Lawson
[email protected]

Stuart P. Tobisman
[email protected]

Bruce J. Wexler
[email protected]

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People (318)

Peer Reviews

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Client Reviews

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  • 100% (8)
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At Loeb & Loeb, our commitment to fostering and maintaining a diverse workforce is as important as our commitment to every client, case and transaction. Our inclusive environment and consideration of varied perspectives are essential to creating the best solutions for our clients, and integral elements of our success. It’s just another way: Loeb& Loeb adds Value.
Driving our diversity initiatives are the attorneys and staff who serve on our Workplace Diversity and Inclusion Committee. The mission of the Workplace Diversity and Inclusion Committee is to advance diversity awareness within the firm, establish firm-wide policies and initiatives that support our commitment to maintaining a diverse workforce; foster understanding, communication and respect; and promote an inclusive workplace environment that utilizes the talents of attorneys and staff of all race, color, national origin, ethnic and cultural background, religion, sex, age, medical condition or disability, citizenship, gender identity or expression, sexual orientation or preference and marital, veteran or family status. At Loeb & Loeb we believe drawing on the talents of a diverse pool of attorneys and staff creates a workplace environment that allows us to attract and retain a diverse workforce and to serve our clients more effectively and creatively as a result.
Recruiting and Retention
The Workplace Diversity and Inclusion Committee assists and monitors Loeb & Loeb’s ongoing efforts to promote and achieve its diversity goals, especially the goal of meaningfully increasing the representation and retention of women and minority lawyers at all levels of the firm. The committee advises firm management regarding procedures for enhancing the recruitment, retention and promotion of diverse attorneys, and provides input on ways to integrate diversity goals into everyday decision-making, policies and management practices.
Affinity Groups
Loeb & Loeb attorneys and staff members are active in four affinity groups: Attorneys of Color, LGBT, Women and Parents. These groups provide a voluntary support network designed to create a more inclusive culture, enrich the work environment, and identify solutions and strategies that help the firm recruit, develop, advance and retain talented attorneys. Through thoughtful discussion of topical issues and identification of best practices, our affinity group members are able to drive meaningful change and promote a culture of collaboration and positive action.

Encouraging the professional growth and development of our attorneys is an important focus at Loeb & Loeb. It is key to the success of our attorneys, our firm and our service to clients. Our mentor program provides associates with the structure and framework needed to build skill sets and develop valuable professional connections. Through both informal and formal mentoring, senior lawyers share their experience, knowledge and insight to help guide associates on the path to become future firm leaders.

Community Outreach
Our commitment to diversity is enhanced by our active involvement as members and sponsors of several organizations that support and reflect our diverse society, such as the California Minority Counsel Program and Lambda Legal. We also participate in programs that promote diversity in the legal profession, including the recently expanded Judicial Intern Opportunity Program from which the ABA Section of Litigation places law students of color and those from disadvantaged backgrounds into judicial internships.

In addition, we are a signatory of the Diversity Statement and Policies promulgated by the New York City and Los Angeles County Bar Associations. Both of these initiatives call upon law firms to hire diverse incoming classes and to maintain this diversity as associates rise in seniority and are considered for partnership.


To learn more about any of Loeb & Loeb’s diversity initiatives, we invite you to contact our Workplace Diversity and Inclusion Committee co-chairs:

Theresa Davis 
321 North Clark Street
Suite 2300
Chicago, IL 60654
[email protected]

Channing Johnson
10100 Santa Monica Boulevard
Suite 2200
Los Angeles, CA 90067
Tel 310.282.2322
[email protected]

James Taylor
345 Park Avenue
New York, NY 10154
[email protected]

  1. Knowledge Management

    • Does the firm have a knowledge management program? Yes
  2. Disaster Recovery

    • Does the firm have a disaster recovery plan in place? Yes
  3. Vendor Management

    • Does the firm have preferred vendor relationships? Yes
  4. Litigation eDiscovery Best Practices

    • Does the firm have an established eDiscovery Committee? Yes
    • Does your firm have any educational programs designed to address the changing federal rules of civil procedure? Yes
    • Does the firm have a standardized litigation hold program in place for its clients? Yes
    • Does your firm have a standardized protocol to guide client data collection? (i.e. Maintaining chain of custody, utilizing forensically sound procedures) Yes
    • Does the firm have a standardized protocol to guide processing clients' edata? (i.e. all data produced in PDF, meta data preserved?) Yes
    • Does the firm have a standardized approach for document reviews across practice groups (i.e. established protocol for eDiscovery review depending on the needs of the case) Yes
  5. Quality Management

    • Does the firm conduct end of matter reviews? Yes
  6. Litigation General Best Practices

    • Does the firm have a formalized new associate litigation training/mentoring program? Yes
    • Does the firm's litigation department have a structured approach to early case assessment? For example: Does your firm implement a standard approach to determine risks and strengths early in a case to assess trial or settlement options? Yes
    • Does the firm have an established records management team to assist clients with records retention, compliance and litigation preparedness? Yes
  7. Matter Budgeting and Financial Management

    • Does the firm establish formal budgets for client engagements? Yes
    • Are bills submitted electronically? Yes