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L. Sue Loftin

Attorney Profile

Top Rated Real Estate Attorney in Carlsbad, CA

Loftin | Bedell, P.C.
2540 Gateway Rd
Carlsbad, CA 92009
Phone: 760-431-2111
Fax: 760-842-0432
Selected to Super Lawyers: 2021 - 2022
Licensed in California Since: 1980
Practice Areas: Real Estate: Business, Land Use/Zoning, Business/Corporate, Government Relations
  • Virtual Appointments
Attorney Profile

The managing counsel of Loftin Bedell, P.C., L. Sue Loftin is a highly rated attorney serving clients throughout San Diego, California, as well as across Southern California and other parts of the state. Ms. Loftin's practice is primarily focused in the area of real estate law, and she represents real estate owners and real estate developers in a variety of cases. Some of the representative matters that Ms. Loftin handles include sales, rental documents, leases and acquisitions. She also handles corporate and business operations, business financing and governmental compliance issues.

Ms. Loftin's experience as an attorney spans 40 years. She graduated with her Juris Doctor from the Thomas Jefferson School of Law and has been licensed to practice in California as well as before the U.S. Court of Appeals for the 9th Circuit. She completed her Bachelor of Arts in 1972 in history and philosophy at Oklahoma City University.

Over her lengthy career, Ms. Loftin has successfully represented hundreds of clients. Many of her cases have been reported decisions that have helped to shape California law. Ms. Loftin brings a wealth of experience and legal knowledge to her practice and has earned numerous awards for her work. In 2016, Ms. Loftin was named as the business person of the year by the Carlsbad Chamber of Commerce, and she has received numerous other honors.

Ms. Loftin is an active participant in several professional organizations, including the San Diego County Bar Association and the North County Bar Association. She has given numerous presentations on topics related to her practice areas. She has also actively participated in volunteer and community service activities and has authored many scholarly works.

Practice Areas
  • 30%Real Estate: Business
  • 30%Land Use/Zoning
  • 20%Business/Corporate
  • 20%Government Relations
Focus Areas

Mortgage & Refinance, Short Sale, Business Formation and Planning, Limited Liability Companies, Partnership, Sub-chapter S Corporations, Contracts, Business Organizations

Selections

2 Years Super Lawyers
  • Super Lawyers: 2021 - 2022

About L. Sue Loftin

First Admitted: 1980, California

Professional Webpage: https://www.loftinbedell.com/attorney/l-s-loftin/

Scholarly Lectures/Writings

  • "Management & Operations in the Economic Down Turn for HOAs", TLF Sponsored, 2009, Homeowner Associations
  • "Protecting the Value of Your Community", TLF Sponsored, 2011
  • "Resident Ownership of Mobilehome Parks", Chula Vista Mobile home Task Force, Sponsored by the Redevelopment Agency of Chula Vista, 2010
  • "Exempt Organizations: A Legal Guide", National Business Institute, 2003 (MCLE Qualified)
  • "Annual Financial Reporting Requirements for HOAs" , Resident Owned & Run Mobilehome Parks, 2009
  • "How to Save on Attorneys' Fees: Be Management Proactive", Duties of Association & Board of Directors for HOAs, 2008
  • Chapter 8, part 5 was a study of a mobile home park conversion from a rental mobile home park to a resident owned mobile home park, Writer/Presenter, California Affordable Housing Handbook, California Redevelopment Association, Governmental & Nonprofit Housing Groups; Mobilehome Parks, 1997
  • "Exempt Organizations: A Legal Guide", Cptrs
  • The topics were:  "Terms and Enforcement of Commercial Leases" and "Terms and Conditions of Residential Leases"., Sole Presenter, Residential and Commercial Leases, Sterling Educational Services, Commercial And Residential Property Owners And Managers, 2016
  • The sections I prepared and presented were:  "Building Better Boards" and "Creating Committees and Documents That Govern Them."  After publication, the topic "La Moree: A study in Mobile home Park Conversion" was present at the California Redevelopment Association, Annual Meeting, 1997., Writer/Presenter, Key Strategies for Non-Profit's Operation & Compliance, NBI, Non-profit Associations, 2008
  • The section which I prepared and presented was "Ethical Considerations and Landlord Tenant Law.", Writer/Presenter, Residential Landlord-Tenant Law, Sterling Educational Services, Commercial Landlords, Mobile Home Parks, Apartment Owners, 2012
  • The section I prepared and present was "Ethical Considerations for EO Practitioners, Writer/Presenter, Tax Exempt Organizations from Start to Finish, National Business Institute, Tax Professionals, Non-profit Attorneys, Non-profit Associations, Management Companies, 2014
  • The sections I prepared and presented were: (i) "Plan Your Lease Ahead to Avoid Problems" and "Landlord and Tenant Obligations.", Writer/Presenter, Fundamentals of Landlord-Tenant Law, Sterling Education Services, Inc., Commercial Landlords/Tenants; Residential Landlords/Tenants, 2016
  • The materials were balanced between commercial landlord and tenant issues and concerns., Writer/Presenter, Commercial Evictions In California, National Business Institute, Commercial Property Landlords And Tenants, 2003
  • This seminar focused on understanding the IRS tax code regulations as applied to the business of operating a non-profit, tax exempt organization., Writer/Presenter, CA Non-profits: Tax and Business Answers, National Business Institute, Public Benefit Corporations - Non-profits, 2003
  • The section I prepared and presented was "Complying with Intermediate Sanction Regulations". The application is across all non-profit tax exempt organizations., Writer/Presenter, Unrelated Business Income & Complying with Intermediate Sanction Regulations, National Business Institute, Non-Profit Organizations, 2006
  • The purpose of this seminar was to review the adopted and proposed new Federal statutes applicable to commercial lending., Writer/Presenter, New Developments in Lending, North County Bar Association, Commercial Property Owners; Lenders, 2009

Newsletters

  • Blogs relating to the areas of practice are posted several times a week. The blogs have replaced the previous newsletters, Blogs, Housing, Non-Profit Organizations, Mobile Home Parks, Developers, Commercial Properties

Other Outstanding Achievements

  • Honors Received in Law School, including without limitation, (i) National Outstanding Student 1978-1979, Delta Theta Phi; (ii) Scholarship Key #5236 Delta Theta Phi 1979; (iii) Law Review: Book Review Contributor, 1977; Law Review: Book Review Editor, 1978; Law Review: Executive Editor, 1978-1979.

Educational Background

  • Oklahoma City University and University of Toronto. Received B.A. with dual major in history and philosophy and minor in English. Graduated summa cum laude and member of Phi Beta Kappa. Payment for university was through a combination of scholarships and working part time., 1972

Videos

Bar/Professional Activity

  • San Diego County Bar Association, Member,  1981;  served on Fee Arbitration Committee, volunteered for High School mock trial events, participate in other general events, e.g. Bench & Bar., 2022
  • Silver Sustaining Member: San Diego North County Bar Association, 2022
  • Member Irish Bar Association, San Diego County, 2022
  • Member Irish American Bar Association , 2021
  • California Bar Association, Member, Real Estate Subcommittee, 1995 to Present, 2022
  • NBI Tax Exempt Organizations From Start to Finish, Presenter, Topics:  "Unrelated Business Taxable Income (UBTI)" and "Form 990: Key Compliance Points and Disclosure Considerations"., 2018
  • NBI Presenter: Title Workshop:  From Examination to Commitment, Topics: "What to Look for in Surveys, Descriptions and Plats", "Remedies to Resolve Property Line Problems", and "Title Insurance, Commitments, Endorsements and Exceptions"., 2019
  • Real Property Law Section, California Lawyers Association, 2019
  • San Diego North County Bar Association and Real Property Section, 2017
  • San Diego North County Bar Association and Real Property Section, 2017
  • San Diego North County Bar Association and Real Property Law Section, 2019
  • San Diego County Bar Association and Real Property Law Section, 2018
  • San Diego North County Bar Association and Real Estate Law Section, 2020
  • Real Property Law Section, California Lawyers Association, 2020
  • Real Property Section of the California Bar Association 1990 to 2018., 2018
  • Elected first woman National Officer of Delta Theta Phi, Legal Fraternity. Prior to that, I was active as a law student with offices in the local student chapter and won the National Scholastic Award from all student members in 1980, 1983
  • California Bar Association from 1980 to present
  • North County Bar Association, Member since 2005 to current.  Participate in Free Legal Clinic in the area of landlord/tenant.
  • San Diego Bar Association (Past Activities:  Real Property Section; served on the mediation panel for fee disputes for 8 years), 2020

Honors/Awards

  • Reviewed, selected and approved by the Lawyers of Distinction organization in accordance with the policies and practices., Lawyers of Distinction, Real Estate Law, Awarded based on research team's recommendations , 2022
  • As stated by the Institute, the process includes reviews by clients and "[S}election is based on a thorough multi-phase process which includes peer nominations and third-party research>, Best Law Firm 2022, American Institute of Trial Lawyers, 2022
  • The American Institute of Legal Professionals selects each attorney and law firm based on stringent qualifications as a divil or criminal trial attorney/law firm.  "Selection is based on a thorough multi-phase process which includes peer nominations and third-party research.", 2022 Law Firm of the Year, American Institute of Legal Professionals, 2022
  • "...Each attorney must meet stringent qualifications as a civil or criminal trial attorney....Selection is based on a thorough multiphas process which includes peer nominations and third party research." , 2022 Lawyer of the Year - REAL ESTATE LAW SECTION, American Institute of Legal Professionals, 2022
  • "Membership is only extended to those attorneys who demonstrate leadership, superior qualifications in their field, and trial results in their State."  , Real Estate Law Elite Advocate 2022, Nominated by American Institute of Legal Advocates, 2022
  • Awarded based on reviews by clients and other professions and reviewed by researchers. , Top Rated Attorney, AVVO, 2022
  • Recommendations from clients and other professionals., Top Rated Lawyer, AVVO, 2021
  • Reviewed, selected and approved by the Lawyers of Distinction organization in accordance with the policies and practices., Lawyers of Distinction, Excellence in Real Estate Law, Recommended based on research team at Lawyers of Distinction, 2021
  • Spirit of Dance Award - California Ballet
  • Life Member - National Registry of Who's Who
  • Celebrating Excellence - Finalist Business of the Year, Carlsbad Chamber of Commerce, 2012
  • Presidential Award - California Ballet Association
  • Nominations are submitted by membership; review and selection by staff and Board committee comprised of officers not nominated. Nominations are not disclosed under award is announced, Business Person of the Year Award, Carlsbad Chamber of Commerce, 2016
  • Business of the Year Award, Finalist, Carlsbad Chamber of Commerce, 2010
  • Competitive nomination procedure with winner selected by Chamber staff and others review of the nominees.  Nominations are not disclosed until awards are announced., Small Business is the Rising Tide - Award, Carlsbad Chamber of Commerce, 2015
  • Review and recommendation by Organization, American Academy of Lawyers, Top 100 Business Law, American Academy of Lawyers, 2019
  • Organization to foster volunteer participation with non-profit entities, Volunteer of the Year, North County Philanthropy, 2018
  • For both litigation and transaction matters under California law, IAE Experts Award - Real Estate Law in California, International Advisory Experts, 2020
  • The award is based upon the cumulative awards in a specific area of business., America's Most Honored Professionals - Top 5% of Lawyers, The American Registry, 2020
  • For legal services performed with professionalism and creative solutions., Lawyers of Distinction 2019, Unknown source of recommendation; reviewed and approved by Lawyers of Distinction organization, 2019
  • For legal services performed with professionalism and creative solutions, Highly Recommended, Alignable based on clients and other professionals recommendations, 2020
  • For legal services performed with professionalism and creative solutions., Lawyers of Distinction - 2020, Unknown recommendation; reviewed and granted by Lawyers of Distinction organization., 2020
  • For legal services performed with professionalism and creative solutions., AVVO Rated Top Lawyer 2020, Recommendations from clients and other professionals, 2020
  • For legal services performed with professionalism and creative solutions., AVVO Top Rated Lawyer 2017, Recommended by clients and other professionals., 2017
  • For legal services performed with professionalism and creative solutions., AVVO Rated Top Lawyer 2018, Recommendations from clients and other professionals., 2018
  • For legal services performed with professionalism and creative solutions., AVVO Top Rated Lawyer 2019, Recommendations by clients and other professionals, 2019
  • For services and achievements in client representation in for-profit and non-profit corporate formation and maintenance., America's Most Honored Professionals - 2017 Corporate Law, The American Registry, 2017
  • For services and achievements in real property transactions and litigation, America's Most Honored Professional 2019 - Top 10%, SDCBA - Foundation; Certified, 2019
  • General legal services in the areas of corporate and real estate., American's Most Honored Professions 2018, The American Registry, 2018
  • This award is a peer nominated and rated award.  The award category was for legal work in the corporate arena, Top Attorney in Corporate, The Daily Transcript, 2015
  • For services and achievements in real property law., American Most Honored Lawyers 2020 - Top 5%, Recommended - SDCBA Foundation; Certified, 2020
  • This was presented based upon the two awards for women owned business., Recognition, San Diego Regional Chamber, 2015
  • As a Firm policy, we encourage employment from reserve military and retired military and accommodate the needs of each category. The Firm has provided in conjunction with the Carlsbad Chamber of Commerce a mentoring program for enlisted military personnel who were close to exiting the military. The award is given in recognition of the support of the military in the workplace, Patriotic Employer, U.S. Department of Defense, 2011
  • The recipient must be nominated by a member of the San Diego Performing Arts Association. The award is present for significant contribution to the performing arts in San Diego County, Star Award, San Diego Performing Arts Association, 1998
  • The American Solution Award was received for services provided as an Advisory Board Member., American Solution Award, US Jobs & Prosperity Task Force, 2011
  • This award is a peer nominated and San Diego Business Journal committee approval. The award is to a woman owned business for operation, growth and business ethics, as well as commitments to the San Diego area community, Women Who Mean Business, San Diego Business Journal, 2015
  • The award is open to all businesses in the City of Carlsbad.  The award is based upon operation, ethics and contribution to the community., Business of the Year Award - 2nd Place, Carlsbad Chamber of Commerce, 2013
  • This award is open to all businesses in the City of Carlsbad, Celebrating Excellence Award, Carlsbad Chamber of Commerce, 2012
  • The Resolution of Achievement as award in recognition of the legal dedication to the preservation and furtherance of mobile home park housing., Resolution of Achievement, CA House of Representatives, 1988
  • The service award was in recognition of the pro bono work for the mobile home owners in the City of San Marcos, California, Service Award, San Marcos Mobile home Owners Association, 1987
  • The Certificate of Recognition was presented based upon the women owned business awards, Certificate of Recognition, State of California Senate, 2015
  • The Rising Tide award is based upon the size of the woman owned Firm: small, medium and large. The Loftin Firm, P.C. won the award in the medium size category, Rising Tide Award, Carlsbad Chamber of Commerce, 2015
  • Recognition for Business of the Year., Certificate of Recognition, State of California Senate, 2012
  • This award is open to all Carlsbad Businesses and Chamber Members.  The elements reviewed for the award are business operation, ethics and contribution to the community., Business of the Year - Finalist, Carlsbad Chamber of Commerce., 2010
  • This Resolution of Achievement recognised the legal pro-bono work performed in efforts to protect and provide affordable housing in the County of San Diego., Resolution of Achievement, San Diego County Board of Supervisors, 1984
  • The Carlsbad Chamber "Business Person of the Year" is award to the Carlsbad Business Person who exemplifies high ethic standards in business, participate in and promotes charitable endeavors in the region, provides a valuable service or product in Carlsbad and promotes the business community in Carlsbad and the region, Business Person of the Year - 2016, Carlsbad Chamber of Commerce, 2016

Pro bono/Community Service

  • Board Member, Executive Board Member, Foundation Board Member, Green Committee Member and Military Committee Member for the Carlsbad Chamber of Commerce., 2022
  • Board Member, City Liasion re leasing and renovation of Theater, Governmental Affairs Committee for New Village Arts., 2022
  • WMA - Western Mobile home Park Owners Association
  • New Village Arts, 501C3 Nonprofit:  performing and visual arts, with educational opportunities for neurologically diverse populations focused on children, young adults and seniors and providing classes for local high schools in the performing and creative arts fields.  Activities:  Board Member since 2017 and have held the offices of secretary and vice-president for 5 of those years and served on the special events, governance and finance committees., 2021
  • Carlsbad Chamber of Commerce, 2005 to Present
  • Sponsored Carlsbad Chamber "Happy Hour" for members and potential members, May 2017., 2017
  • Sponsor for Teatro Pueblo Nuevo, a program by New Village Arts to bring theater to the Hispanic families in North County San Diego and to the schools in the district, 2017
  • Sponsor for Teatro Pueblo Nuevo, a program by New Village Arts to bring theater to the Hispanic families in North County San Diego and to the schools in the district., 2018
  • Founding Sponsor and Organizer for "Glamour Glitz and Hats", Carlsbad Chamber of Commerce program to facilitate women owned businesses., 2017
  • Presented on the monthly facebook educational program presented by Castle Breckenridge Management Company. The title of the presentation was Resident Owned Mobile Home Park Ownership Structures, June 5, 2017., 2017
  • Organized, Financially Assumed Responsibility and Presented Regulations Governing Mobile Homes and Mobile home Parks known as Title 25".  The guest speaker was Cesar Ponce from the Department of Housing and Community Development.  The attendees were mobilehome park owners, mobile home park residents and governmental personnel.  There were two seminars:  Carlsbad, San Diego County and Tustin, Orange County.  Over the years these seminars have been organized as a benefit to the mobile home community approximately every few years.  The laws and regulations governing all aspects of the mobile home communities are different from other landlord-tenant, development requirements and building codes., 2017
  • Carlsbad Chamber of Commerce Nonprofit Awards, July 2020: Speaker and Presenter for Small Non-profits, 2020
  • Carlsbad Chamber of Commerce Small Business Awards, October 7, 2016, Speaker: "Lessons Learned" and Presenter., 2016
  • Carlsbad Chamber of Commerce Member, Board of Directors Member, Board of Directors, 2015 to Present; Executive Board Member 2018, 2020; Government Affairs Committee, 2015 to Present; Sponsor for Numerous Events.
  • The New Village Arts, Inc. provides professional theater and visual arts to North County with its location in Carlsbad Village, Carlsbad. Serving on the Board provides an opportunity to promote the performing and visual arts, and also through the outreach programs to students, provide an in-school opportunity to participate in and learn about the arts. I have served on the Board commencing in 2014 through the present as the Secretary of the Board.
  • As a Member of the San Dieguito River Valley Conservancy i support its purpose to preserve and enhance the San Dieguito River watershed and to promote the ocean to mountains trail along that watershed. Additionally, at the San Dieguito River Valley Conservancy a strong goal is to provide educational and recreational activities to enhance the understanding of the watershed and to provide environmentally appropriate use and enjoyment  of such recreational areas
  • California Ballet Company is the premium classical ballet company in Southern California. I had the privilege of serving on the Board of Directors in different capacities, including President. In mid-2000, I continue to be involved through the Advisory Board
  • From 1982 through 1988 served on the Board of Directors of the East County Girls Club (prior to consolidation with Boys Club) and served as officer finishing with President.
  • Member of the Del/Mar Solana Beach Rotary Club from 1994 to 2007 and held all offices including President. The Bocce Ball Tournament was started in 1996 by myself and one other member and has become a major fundraiser to provide grants to both local and foreign non-profits
  • Balboa Theater, Inc., a non-profit public benefit corporation, dedicated to the preservation of Balboa Theater serving on the Board of Directors for 6 years.
  • As a founding member of Bravo San Diego, Inc., the opportunity to create and participate in the presentation of various performing arts in one evening allowed the introduction to those performing arts companies to the San Diego Audiences in a venue that provided refreshments and mingling with other persons who wanted to learn more about the San Diego performing Arts.  For the Companies, it allowed them to reach out to new patrons.  In 1998, I joined a few other persons to setup and organize this event and was active on the Board through 2005.

Special Licenses/Certifications

  • Admitted to the United States District Court, Central Division of California, 2022
  • Supreme Court of California, admitted to practice., 1980
  • U.S. Court of Appeals 9th Circuit - admitted to practice., 1980

Verdicts/Settlements

  • Carson Harbor Village, Ltd. v. City of Carson, 2010 Cal.App. Unpub. Lexis 2285, 2010, CA 2nd Dist.
  • APPEAL. Property Owners of Whispering Palms, Inc. v. Newport Pacific Inc., et al. (2005) 132 Cal.App.4th 666. The Property Owners of Whispering Palms was my client. The appeal was from a dismissal on a Summary Judgement stating that there could not be representative standing for the members. The trial court's decision was overturned, 2005
  • TRIAL AND APPEAL. Liker v. Foundation for Preservation of Mt. Helix Nature Theater. (Not reprinted in Cal Rpt.) 204 WL 1405937 (CA 4th App 2004) I represented the Likers in this action for access and easement rights. The Likers prevailed., 2004
  • TRIAL AND APPEAL FROM MOBILE HOME PARK LAND USE MATTER Palm Springs Investment Company LP v. City of Palm Springs, 2010 Unpub. Lexis 1193 (February 19, 2010) I represented Palm Springs Investment Company LP who owned a mobile home park. The legal representation included the administrative hearings, trial court and appeals court.  Palm Springs Investment Company prevailed. The issues related to conditions imposed by Palm Springs., 2010
  • WRIT FROM CITY COUNCIL ACTION; APPEAL San Marcos Mobile home Owners' Asso. et al. v. City of San Marcos, et al. (1987) 192 Cal.App.3d 1492. I represented the Interpleaders, the resident associations.  The issue was whether or not the City of San Marcos' adoption and implementation of rent control., 1987
  • WRIT CHALLENGING CITY ORDINANCE AND APPEAL Sequoia Park Associates v. County of Sonoma (2009) 176 Cal.App.4th 1270. We represented Sequoia Park Associates at the county administrative hearings, trial court and appeals court.  The trial court found for the Defendant, the appeals court overturned the trial court decision. The issues related to the right a Mobile Home Park Owner to subdivide the mobile home park and offer the individual spaces for sale to the residents who occupied those spaces., 2009

Transactions

  • Carlsbad Chamber of Commerce:  Serving on the Board of Directors, Executive Board, Government Committee participating in focused support and/or opposition to local ordinances and state statutes,  and Board Representative to the Green Committees., 2021
  • From 2006 through 2009 represented La Costa Resort in relationship to (i) lot line disputes with abutting property owners and (ii) offering of newly developed "time-share" properties.
  • From 2003 through 2009, represented Crews Development with four developments in land-use; governmental permits and sales approvals and documents.
  • Representing the owner of Healdsburg Mobile Home Park, the park was subdivided with all approvals, the park was updated to comply with Mobile Home Park Act, the residents were involved at all times, both regular and governmental financing was obtained for the residents, and all governmental approvals were obtained., 2009
  • Formed a Limited Equity Cooperative (501c3) comprised of mobile home owners in Marineland Mobile Home Park located in Hermosa Beach followed by a purchase of the mobilehome park including with limitation, negotiations with the Seller, traditional and governmental  financing for the purchase, the sale of memberships to the mobilehome owners, and obtaining all necessary governmental approvals., 2013
  • Formed a Limited Equity Cooperative for the residents of Seal Beach Shores Mobile Home Park to purchase the mobile home park within which they owned and resided in mobile homes.  We handled all purchase and sale transactions, regular and governmental financial, and obtained all governmental agencies., 2009
  • In conjunction with the client, we were able to have the Department of Housing and Community Development, Division of Codes and Enforcement, to revoke the City of San Clemente's Local Enforcement Agency (LEA) revoked due to the City's failure to properly administer the Mobile Home Park Act, Health & Safety Code section 18200 et seq., 2015

Industry Groups

  • Banks
  • Commercial and Residential Landlords
  • Developers
  • Mobilehome Parks
  • Other Lenders

Comments

  • “Sue Loftin is an outstanding attorney. She represents a unique client base and always pays attention to the fine details of the transaction, is able to solve unusual problems and does so with grace and intelligence.”
  • “A fantastic attorney. A "lawyer's lawyer" - the type of even-keeled, insightful lawyer that other lawyers go to with difficult problems.”

These comments were made by fellow attorneys during the annual nomination process.

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Office Location for L. Sue Loftin

2540 Gateway Rd
Carlsbad, CA 92009

Phone: 760-431-2111

Fax: 760-842-0432

Last Updated: 6/30/2022

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