DeEtte L. Loeffler

Top rated Estate Planning & Probate attorney in San Diego, California

DeEtte L. Loeffler, a Professional Law Corporation
DeEtte L. Loeffler
DeEtte L. Loeffler, a Professional Law Corporation

Practice Areas: Estate Planning & Probate, Closely Held Business, Tax; view more

Licensed in California since: 1989

Education: Pepperdine University School of Law

Selected to Super Lawyers: 2023 - 2024

DeEtte L. Loeffler, a Professional Law Corporation

2305 Historic Decatur Rd
Suite 100
San Diego, CA 92106 Visit website

Details

DeEtte L. Loeffler founded DeEtte L. Loeffler, A Professional Corporation, with a solid commitment to equipping her clients with the tools they need to plan thoughtfully for their peaceful future. Based in San Diego, California, she offers a wide range of legal services related to estate planning and trust administration, business law, real estate law, and tax planning for individuals and small-business owners.

A highly knowledgeable and astute professional, Ms. Loeffler has a proven ability to unravel complex issues and come up with straightforward and practical solutions. Her extensive tax and estate planning experience focuses on blended families, multigenerational plans, family business formation and business succession planning. She also assists with pre- and postnuptial planning for property division, charitable planning and international asset transfers.

Upon graduating with her bachelor’s degree in English in 1986 from the University of Washington, Ms. Loeffler completed her Juris Doctor cum laude in 1989 at Pepperdine University Caruso School of Law, where she maintained an active involvement in Pepperdine Law Review. She also obtained her LL.M. in taxation summa cum laude from the University of San Diego School of Law in 2007. For more than 24 years, she served as a member of the U.S. Army Judge Advocate General’s Corps in various capacities, achieving several service awards during that time.

A member of The State Bar of California, the ProVisors and the Estate Planning Group Network, Ms. Loeffler currently functions as the chairperson of the San Diego County Bar Association’s Taxation Law Section. She also holds key roles in the San Diego Natural History Museum and the Downtown San Diego Lions Club. She has covered a wide range of legal topics in her writings and presentations in various journals and forums.

Ms. Loeffler has been honored with an “Excellent” rating on Avvo. As a crew associate adviser of the Boy Scouts of America, her responsibilities included developing teenagers into good citizens and future leaders through many high-adventure activities. While on the Planned Giving Committee, she advised the San Diego Natural History Museum on significant lifetime and estate gifts.

Practice areas

Estate Planning & Probate, Closely Held Business, Tax: Business, Tax: Consumer

Focus areas

Estate Planning, Power of Attorney, Probate & Estate Administration, Tax Law, Trusts, Wills

  • 40% Estate Planning & Probate
  • 30% Closely Held Business
  • 20% Tax: Business
  • 10% Tax: Consumer

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

Office location for DeEtte L. Loeffler

2305 Historic Decatur Rd
Suite 100
San Diego, CA 92106

Phone: 619-859-5200

Selections

2 Years Super Lawyers
  • Super Lawyers: 2023 - 2024

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