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概述

With over 30 years of experience, Jeff Buppert is a senior paralegal in the firm’s Trusts and Estates practice. Jeff focuses on all phases of estate planning and administration, including drafting complex court petitions, preparing probate and trust accountings, allocating assets, and funding sub-trusts. He is highly skilled in preparing federal estate tax returns, and serves as a liaison between the firm’s high-net-worth clients and their attorneys, accountants and family members.

Jeff regularly attends CEB seminars and various courses to further his professional knowledge and better serve the needs of Loeb & Loeb’s clients, who also benefit from his experience as a former vice president and trust officer of a financial institution.

活动

  • Los Angeles Paralegal Association’s 34th Annual October Educational Conference
    Speaker
    演讲活动
  • The Joy of 706, The Beverly Hills Bar Association, Trusts and Estates Section
    Speaker

资质

教育背景

  • Emory University
  • Georgia State University, 工商管理学士
  • University of West Los Angeles, Certificate of Probate Administration Specialist, summa cum laude; Winner of the Academic Scholarship Competition

荣誉及所属机构

联系

  • Member, Beverly Hills Bar Association
  • Member, Los Angeles Paralegal Association