DeEtte L. Loeffler
Top rated Estate Planning & Probate attorney in San Diego, California
Practice Areas:
Estate planning & probate,
Closely held business,
Tax,
Trusts,
Wills
Education Qualification:
Pepperdine University School of Law
Practice Areas:
Estate planning & probate,
Closely held business,
Tax,
Trusts,
Wills
2305 Historic Decatur Rd, Suite 100, San Diego, CA 92106San Diego, California, 92106
First Admitted: 1989, California
Professional Webpage: https://www.tlp-sd.com/about/about-the-principal/
Bar/Professional Activity:
- San Diego County Bar Association, Taxation Section Chair
- Probate Attorneys of San Diego
- Tax, Trust & Estates, and Elder Law Sections of the San Diego County Bar Association
- Tax, and Trusts and Estates Sections of the California Lawyers Association
- Downtown Chapter of San Diego Lions Club, Board of Directors (2017-2022); Secretary (2022-2023)
- San Diego Natural History Museum Board of Directors (2016-2022); Secretary (2021-2022)
- Group leader for the downtown Estate Planning Group Network. Group is a professional organization focused on providing excellent service to seniors in a variety of areas, including estate planning, tax, investments, insurance, real estate services, caregiving and more., 2023
- Provisors, Member
- California, 1989
Educational Background:
- University of Washington, Seattle, Washington, B.A., English
- University of San Diego School of Law, San Diego, California, LL.M., Taxation, summa cum laude, 2007
Scholarly Lectures/Writings:
- The program discusses current tax rules and issues affecting high net worth trusts and estates, including a discussion of estate tax, fiduciary income tax reporting and property tax issues in the wake of Prop 19., Speaker, 2023 Tax Issues for High Net Worth Trusts and Estates, San Diego County Bar Association, Attorneys; CPAs; Trustees, 2023
- The Program addresses tax issues that affect the purchase, sale and transfer of California real estate, including taxes and tax deductions for personal residences, property tax issues relating to transfers, and tax issues relating to rental real estate. , Speaker, Real Estate Tax Issues, California Lawyers Association, Attorneys; CPAs; Realtors, 2023
- San Diego County Bar Association, Federal and State Tax Update, San Diego, December 7, 2021
- National Business Institute, Handling Assets of the Estate and Filing Taxes, San Diego, May 17, 2013
- California Probate Referee Conference, Appraisals and the 706, May 3, 2014
- San Diego Planned Giving Partnership, Charitable IRA Rollovers, San Diego, May 16, 2016
- National Business Institute, Estate Planning from A-Z, Basic Tax Planning, San Diego, December 6, 2016
- National Business Institute, Estate Planning from A-Z: Basic Tax Planning, San Diego, December 12-13, 2017
- MOAA, Miramar Chapter, Overview of Estate Planning, April 5, 2018.
- National Business Institute, Trusts, the Ultimate Guide: Grantor Trusts and Tax Deduction with Trusts, San Diego, August 20-21, 2018
- National Business Institute, Estate Administration Boot Camp: Income Tax Returns; and Portability and Estate, Gift and GST Taxes, San Diego, June 12, 2019
- National Business Institute, Estate Planning from A-Z: Basic Tax Planning and Updates, San Diego, June 9, 2020
- San Diego County Bar Association, Allocation of the Million Dollar Exclusion and How to Lose at the Assessor’s Office, San Diego, September 1, 2020
- Association of Fundraising Professionals, San Diego Chapter, Maximizing Cash Gifts Through Planned Giving, San Diego, September 22, 2021
Industry Groups:
- Closely Held Businesses
- Individuals
- Professionals
- real estate heavy investors
Contact DeEtte
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