DeEtte L. Loeffler
Ms. Loeffler’s practice includes tax and estate planning, trust administration, charitable planning, and business formation, transfers and management. She provides tax planning to minimize a variety of taxes for her clients, including property, income, gift, estate and generation skipping taxes. She also works with small business owners, forming and maintaining real estate and other entities, and advising them on tax issues.
Ms. Loeffler is a member of the following professional organizations: Tax and Trusts & Estates Sections of the State Bar of California; Taxation, Trust & Estates, Real Estate and Elder Law Sections of the San Diego County Bar Association; Estate Planning Council of San Diego; North County Estate Planning Council; Estate Planning Group Network; ProVisors; and the Downtown San Diego Lions Club. She was previously on the Board of Directors and chair the Planned Giving Committee of the San Diego Natural History Museum, and was on the Board of Directors of the Downtown San Diego Lions Club and of Graham Memorial Presbyterian Church.
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Free Consultation
- California
- State Bar of California
- ID Number: 144643
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- Founder
- Thoughtful Legal Planning
- - Current
- Estate and tax planning, trust administration, business entities formation, maintenance, sales and terminations.
- Partner
- Miller, Monson, Peshel, Polacek & Hoshaw, APPLC
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- Estate Planning and Tax attorney providing tax planning for individuals and families, including business succession, wealth transfer and charitable planning.
- Associate
- Miller Monson Peshel Polacke & Hoshaw, APPLC
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- Judge Advocate
- United States Army Judge Advocate General Corps
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- Command Judge Advocate for Military Police Brigade
- Associate
- Procopio, Cory, Hargreaves & Savitch
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- Estate Planning and Tax attorney
- Partner
- Law Office of DeEtte L. Loeffler
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- Associate
- Gray, Cary, Ware & Friedenrich
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- University of San Diego School of Law
- LL.M. | Taxation
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- Honors: Summa Cum Laude
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- Pepperdine University School of Law
- J.D. | Law
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- Honors: Cum Laude
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- University of Washington School of Law
- B.A. | English
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- San Diego County Bar Association
- Member, Estate Planning, Elder Law and Tax Sections
- - Current
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