Jeffrey M. M. Loeb

Jeffrey M. M. Loeb is an attorney who focuses his practice on estate planning and trust and estate administration. He works with high-net-worth individuals and families to help them protect and transfer wealth efficiently. His practice often involves advising clients who own valuable intellectual property, including music copyrights and royalty streams. Through thoughtful planning, he helps clients preserve the long-term value of these assets and ensure they are transferred according to their wishes.

Loeb earned his J.D. from the University of California College of the Law, San Francisco. He also holds a B.A., with honors, from the University of California at Santa Barbara. During law school, he received the American Jurisprudence Award in Remedies and served on the editorial board of a communications and entertainment law journal. His academic background prepared him for a legal career focused on estate planning, tax considerations, and wealth preservation.

Loeb provides comprehensive estate planning services to individuals and families seeking to protect their assets and plan for the future. He prepares revocable living trusts, wills, life insurance trusts, dynasty trusts, charitable trusts, and other estate planning instruments. He also advises clients on strategies designed to reduce federal estate, gift, and generation-skipping transfer tax liability while ensuring that estate plans reflect each family’s unique goals and priorities.

In addition to estate planning, Jeffrey M. M. Loeb assists trustees, executors, and administrators with trust and estate administration. He also advises clients on the preparation of federal estate and gift tax returns and fiduciary income tax filings. His experience includes serving as a probate mediator for the Los Angeles Superior Court and as an appellate court mediator for the California Court of Appeals, where he helped resolve disputes involving trusts and estates.

Law Office Affiliations

• Partner, Loeb & Loeb LLP
• Member, State Bar of California, Estate Planning, Trust and Probate Law Section

Licensed State

• California

Education

• University of California College of the Law
  Juris Doctor (JD)
• University of California at Santa Barbara
  Bachelor of Arts (BA)

Awards & Badges