Offices: ParsippanyPhone new jersey estate law 973-538-4700 | BrickPhone estate lawyer nj 973-538-4700 | WestburyPhone estate attorney new jersey 516-394-6921 | AllentownPhone estate attorney new jersey 610-391-1457

Steven A. Loeb

Steven A. Loeb is the managing shareholder of the Corporate, Tax, Trust & Estate and Elder Law Departments of Fein, Such, Kahn & Shepard, P.C. Steven’s practice includes estate planning, estate administration, estate litigation, charitable planning, marital planning, non-profit formation and counseling, asset protection, tax planning (both domestic and international) business counseling, and corporate transactions including, spin-offs, mergers and divestitures.

Steven holds an LL.M. in Taxation and is active before both the United States Tax Court and the New Jersey Division of Taxation. He has extensive experience working with high-net-worth individuals and businesses on sophisticated estate planning and administration issues impacting wealth preservation. He assists clients in implementing such strategies as marital deduction trusts, credit shelter trusts, life insurance trusts, QPRTS, GRATS, limited partnerships, LLCs, dynasty trusts, generation-skipping transfer taxes, as well as various charitable giving vehicles. 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 handles disputes involving complex legal and tax issues.

Steven represents closely held businesses and other privately-owned firms, helping them to create tax minimization strategies that address present needs as well as long-term objectives. He counsels owners on issues relating to formation, financing, growth, insurance needs and corporate compliance issues to the sale of the business and viable exit strategies. Steven also organizes and advises all types of non-profit entities, including private foundations and public charities, advising on substantive laws and tax rules relating to a 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 counseling related to their contracting and employment needs, including personal estate planning needs.

Steven holds a Bachelor’s of Arts in Economics from Rutgers University, a Doctor of Jurisprudence Degree from Seton Hall University School of Law, and a Masters of Laws in Taxation from New York University School of Law (NYU). He is a member of the New Jersey State Bar and New York State Bar, as well as member of the United States Tax Court. He 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 Daily Record, The New York Times, Standard Federal Tax Reports, and New Jersey Monthly magazine.

EDUCATION

  • LL.M in Taxation, New York University School of Law, 2009
  • J.D., Seton Hall University School of Law, 2004
  • B.A., Rutgers College with honors, Rutgers University, 2001

JURISDICTIONS ADMITTED TO PRACTICE

  • New Jersey, 2004
  • U.S. District Court for District of New Jersey, 2004
  • New York, 2005
  • United States Tax Court

PROFESSIONAL AND BAR ASSOCIATION MEMBERSHIPS

  • Estate Planning Council of Northern New Jersey
  • New Jersey Bar Association
  • Morris County Bar Association
  • The Academy of Special Needs Planners
  • Board of Directors of the Jewish Housing Corporation
  • LT Continuum of Northern New Jersey

AWARDS

  • Super Lawyers Rising Star 2010 - 2013, 2019 – recognizing attorneys nominated by their peers, and comprising fewer than 2.5% of attorneys in New Jersey. Super Lawyers is published by Thomson Reuters. Click here for their methodology. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.
  • 2018, 2019 Five Star Investment Professional and 2018, 2019 Five Star Professional Estate Planning Attorney.  Click here for their methodology. No aspect of this advertisement has been approved by the Supreme Court of New Jersey.

 

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Principal

Martindale-Hubbell® Peer Review Ratings  AV

Preeminent™  5.0 out of 5

sloeb@feinsuch.com

Phone: 973-538-4700 Ext: 229
Direct Dial: 973-867-4532
Fax: 973-867-4555

7 Century Drive, Suite 201
Parsippany, New Jersey 07054

74 Brick Boulevard, Suite 120
Brick, New Jersey 08723

1400 Old Country Road, Suite C103
Westbury, New York  11590 

Practice Areas

PARSIPPANY OFFICE
7 Century Drive, Suite 201
Parsippany, New Jersey 07054
Map and Driving Directions
Phone: 973-538-4700
Fax: 973-538-8234

BRICK OFFICE
74 Brick Boulevard, Suite 120
Brick, New Jersey 08723
Map and Driving Directions
Phone: 973-538-4700
Fax: 732-279-8234

WESTBURY OFFICE
1400 Old Country Road, Suite C103
Westbury, NY 11590
Map and Driving Directions
Phone: 516-394-6921
Fax: 516-394-6922

ALLENTOWN OFFICE
7660 Imperial Way, Suite 121
Allentown, PA, 18195
Map and Driving Directions
Phone: 610-391-1457
Fax: 610-530-1646