Steven A. Loeb is a member with the firm’s Corporate & Securities, Tax, and Trusts & Estates Groups. Bringing more than 15 years of experience and a keen understanding of the ever-evolving tax environment, he is a seasoned advisor in the areas of estate planning, estate administration, estate litigation, charitable planning, marital planning, and nonprofit formation and counseling. In addition, Steven is adept at addressing the needs of his individual and corporate clients on matters involving asset protection, domestic and international tax planning, and corporate transactions – including spin offs, mergers, and divestitures.
Tax, Estate Planning, and Administration
Steven is an advisor to high-net-worth individuals and businesses on sophisticated estate planning and administration issues affecting wealth preservation. He assists clients in implementing such strategies as marital deduction trusts, credit shelter trusts, life insurance trusts, Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity Trusts (GRATs), Special Needs Trusts (SNTs), Supplemental Benefits Trusts, Limited Partnerships, LLCs, and Dynasty Trusts. Steven counsels fiduciaries on the duties related to managing an estate or trust and provides legal advice on probate proceedings, preparing estate and inheritance tax returns and handling disputes involving complex legal and tax issues.
Steven also advises on the complex estate and tax planning issues that can affect clients' marriages and family-related tax issues. He regularly crafts prenuptial agreements, and assists matrimonial lawyers with the tax and estate planning aspects of divorce.
Closely-Held and Family-Owned Businesses
Steven represents closely-held businesses and other privately-owned firms, helping them develop and implement tax minimization strategies that address present needs as well as long-term objectives. He counsels business owners on issues relating to formation, operating agreements and shareholder agreements, financing, growth, insurance needs and corporate compliance issues arising from pre-transaction planning related to a future sale of a business, as well as viable exit strategies. Steven also organizes and advises all types of nonprofit entities – including private foundations and public charities – advising on substantive laws and tax rules relating to their tax-exempt status. He works closely with his clients to ensure that tax planning is comprehensive and seamless; and that tax issues are addressed as part of the greater business plan. In addition to his business entity representation, Steven represents business executives on a personal level, providing guidance and counsel related to their contracting and employment needs.
Steven is a frequent lecturer before numerous professional associations on the topics of estate planning, tax minimization, asset protection and corporate law. He has been featured in several publications including The New York Times, Barron's, Standard Federal Tax Reports, The Daily Record and New Jersey Monthly.