Deette L Loeffler

Deette L Loeffler

also known as DeEtte L. Loeffler, a Professional Law Corporation, Thoughtful Legal Planning

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Rating: 8.3

Licensed for 36 years

Estate planning Lawyer at San Diego, CA
Practice Areas: Estate Planning, Trusts, Tax ... +3 more

2305 Historic Decatur Road, Suite 100, San Diego, CA

About Deette

Biography

Practice Areas

6

Practice Areas

Estate Planning 30%

Estate planning, focusing on professionals and families with real estate investments and/or business entities.

21 years

30%
Trusts 30%

Advise generations of family members on asset management, tax and trust administration in anticipation of and following a wealth transfer by death or gift.

30%
Tax 25%

Tax planning for individuals and families, with an emphasis on those with family business entities and significant wealth transfers.

19 years

25%
Limited Liability Company (LLC) 6%

Form, manage and terminate companies as appropriate for asset management and liability protection.

6%
Probate 5%

Assist executors with the complex probate process following a death. The majority of this work in done in connection with estate planning, and trust administration.

5%
Partnership 4%

Form, manage and terminate partnership entities as appropriate for asset management and liability protection.

4%

Fees and Rates

Cost

Hourly Rates

$ 450-450 per hour


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in California for 36 years

State: California

Acquired: 1989

Active

No misconduct found

Location

DeEtte L. Loeffler, a Professional Law Corporation

2305 Historic Decatur Road, Suite 100, San Diego, CA, 92106

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Deette L Loeffler's Reviews

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Deette L Loeffler's Lawyer Endorsements

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Katie Balatbat

Estate planning lawyer | Mar 29

Relationship: Worked for lawyer

"Efficient, intelligent, classy, and experienced."

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Experience

Rating:  8.3 (Excellent)

Work Experience

2022 - Present

Founder, DeEtte L. Loeffler, a Professional Law Corporation

2016 - 2022

Partner, MIller, Monson, Peshel, Polacke & Hoshaw, APPLC

2008 - 2016

Attorney, Miller, Monson, Peshel, Polacek & Hoshaw, APPLC

2007 - 2008

Associate, Procopio, Cory, Hargreaves & Savitch, LLP

2006 - 2006

Associate, Noonan, Fitzpatrick, Weston & Brennan

2005 - 2005

Contract Attorney, Law Offices of Ron Webb

1994 - 1994

Partner, Law Officed of DeEtte L. Loeffler

1990 - 2014

Lieutenant Colonel, United States Army Reserve Judge Advocate General's Corps

1989 - 1994

Associate, Gray Cary Ware & Freidenrich

Associations

2007 - Present

San Diego County Bar Association, Taxation Law Section

Member

Education

2007

University of San Diego School of Law

LL.M - Master of Laws

1989

Pepperdine Univ School of Law

Law

1986

Univ of Washington

undergraduate

Speaking Engagements

2023

Donor Engagement series

Overview of Estate Planning

2022

Women and Wealth Lecture Series

Overview of Estate Planning

2022

PFAC Lecture Series

Accounting for Non-Grantor Trusts

2022

Estate Planning

Charitable Giving

2022

Donor Engagement Series

Let's Dig Into Estate Planning

2021

Federal and State Tax Update

Federal and State Tax Update

2019

Estate Administration Boot Camp

Income Tax Returns; Portability and Estate, Gift and GST Taxes

2018

Trusts: The Ultimate Guide

Grantor Trusts and Their Uses

2017

Estate Planning from A to Z

Basic Tax Planning

2016

Estate Planning From A to Z

Basic Tax Planning

2013

Taxes

Handling Assets of the Estate and Filing Taxes

Languages

English

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