Jeff has been advising ultra-high net worth individuals, companies, family offices and fiduciaries in all aspects of their legal, business and financial activities since joining Loeb Block in 1991. Jeff is equally comfortable in a corporate transactional setting as he is in counseling clients on their estate plans. He regularly assists his clients in business and investment structuring, corporate mergers, financings and asset acquisitions and divestitures, including real estate. He also advises those same clients in their domestic and international trust and estate planning, family succession planning, philanthropic giving and asset preservation techniques.
Jeff obtained a B.A. from the University of Vermont and his J.D. from Cornell University School of Law. Prior to joining the Loeb Block team, Jeff was an attorney at Shearman & Sterling LLP after graduating law school, where he specialized in representing clients in all aspects of real estate and corporate transactions. Jeff has served on numerous Boards, including open and closed-end public mutual funds, private foundations, public charities, as well as closely held corporations.
Areas of expertise include:
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