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Steven M. Loeb

Senior Counsel

New York

T: +1 212 225 2620
sloeb@cgsh.com
V-Card
Steven M. Loeb

Steven M. Loeb’s practice focuses on individual clients, including matters related to real estate, trusts and estates, closely held business, matrimonial matters, and gift, estate, and income taxation.

He frequently lectures on the various aspects of trusts and estates.

Steven joined the firm in 1979 and became a partner in 1988.

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Publications

  • Private Clients Alert: New Reporting Requirements Under Corporate Transparency Act

  • Private Clients Alert: 2024 Inflation Adjustments

  • Private Clients Alert: 2023 Estate Planning Update

  • House Passes Build Back Better Act and IRS Announces 2022 Inflation Adjustments

  • Proposed Legislation Would End Popular Estate Planning Techniques and Reduce Exemptions, May Warrant Prompt Action for Some Clients

  • Biden’s Proposal to Tax Gains at Death and Other Developments

  • Use It or Lose It: Loss of Gift Planning Opportunities May Be Imminent

  • 2020 Year-End Gift Tax Planning

  • Estate Planning During the COVID-19 Crisis

  • 2020 Estate Planning Update

  • State Tax and Estate Planning Update

  • 2019 Estate Planning Update

  • Overview of Lifetime Gift and GST Tax Planning

Areas of Experience

  • Family Offices
  • Private Clients
  • United States

Language Capability

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  • Spanish (Rudimentary)

Honors and Distinctions

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  • The Best Lawyers in America

    Trusts and Estates

  • Super Lawyers

    Trusts and Estates

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Education

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  • New York University, School of Law

    LL.M.

    1983

  • University of Pennsylvania Carey Law School

    J.D.

    Editor, University of Pennsylvania Law Review

    1979

  • Washington University

    B.S./B.A.

    1975

Bar Admissions

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  • New York

  • Florida

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