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.