CONTACT
Tel: 949-501-4800
eMail Nate Loftin
AREAS OF PRACTICE
BIOGRAPHY
Nathan (“Nate”) R. Loftin, Esq. graduated from the University of Utah in 2001 with a Bachelor of Science degree in Sociology with an emphasis in Criminology. While pursuing his undergraduate studies, Nate attended the Peace Officer Standards and Training Academy in Salt Lake City and became a certified peace officer. Additionally, during his time in Utah, Nate worked full time as a Correctional Habilitative Specialist in the mental health unit at the Utah State Prison.
Nate went on to receive a J.D. from Whittier Law School in Costa Mesa, CA where he received the CALI Excellence for the Future Award in his 2L legal writing course. He has worked for the firm since the Fall 2003 and was admitted to practice law in California in December 2004.
A major focus of Nate’s practice is trust administration. In addition, Nate also has extensive experience in estate planning, business planning, and related tax planning, and probate. He serves as the lead attorney on a majority of the trust administration matters for the firm as well as several probate cases. Recently, Nate has also added Proposition 19 planning as an area of focus. He has assisted Zeb in researching and drafting study materials for the National Business Institute’s legal seminar, specifically regarding estate planning for qualified plans and IRAs and other advanced estate planning techniques.
While at the firm, Nate has helped clients save tens of millions of dollars in estate tax, has assisted in the administration of over $200 million worth of trust estate assets, and has represented clients in several high-net-worth estate tax audits and property tax reassessment appeals, all of which have resulted in favorable outcomes for the clients.
COURT ADMISSIONS
State Bar of California
EDUCATION
J.D.,Whittier Law School, Costa Mesa, California
B.S., University of Utah, Salt Lake City, Utah