DeEtte L Loeffler

DeEtte L Loeffler

Thoughtful Legal Planning
Estate PlanningProbateTaxation - Business CorporateTaxation - IndividualTrusts

DeEtte L Loeffler is the founder of Thoughtful Legal Planning, which opened in May of 2022. She was previously a partner at Miller, Monson, Peshel, Polacek & Hoshaw in San Diego, and prior to that practiced in the large law firms of Procopio, and Gray Cary. DeEtte received her BA in English from the University of Washington, her law degree from Pepperdine University School of Law, cum laude, and her LL.M in Taxation from the University of San Diego School of Law, summa cum laude. She was admitted to practice in California in 1989. Ms. Loeffler's practice includes tax and estate planning, trust administration, charitable planning, and business. She provides tax planning to minimize a variety of taxes for her clients, including real 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 the former Chair of the Tax section of the San Diego County Bar Association and currently runs an estate planning group called Essential Planning for Aging. She is a current member of the following professional organizations: Tax, and Trusts and Estates Sections of the California Lawyers Association; Tax, Trusts & Estates, and Elder Law Sections of the San Diego County Bar Association; North County Estate Planning Council; Estate Planning Council of San Diego, Essential Planning for Aging, group leader; Small Business Council of America, Rady Children's Hospital Trusts and Estates Council, and ProVisors.

DeEtte L Loeffler's Courses

  • Wills and Trusts: The Ultimate Guide

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    California MCLE Paralegal Approved 6 Total
    Alaska CLE Reciprocity 6 Total
    Alabama CLE Approved 6 Total
    Arkansas CLE Approved 6 Total
    Arizona CLE Approved 6 Total
    California CLE Approved 6 Total
    Colorado CLE Approved 7 Total
    Connecticut CLE Approved 6 Total
    Delaware CLE Approved 6 Total
    Florida CLE Approved 7 Total
    Georgia CLE Approved 6 Total
    Hawaii CLE Approved 6 Total
    Iowa CLE Approved 6 Total
    Idaho CLE Approved 6 Total
    Illinois CLE Approved 6 Total
    Indiana CLE Approved 6 Total
    Kansas CLE Approved 7 Total
    Kentucky CLE Approved 6 Total
    Louisiana CLE Approved 6 Total
    Maine CLE Approved 6 Total
    Minnesota CLE Approved 6 Total
    Missouri CLE Approved 6 Total
    Northern Mariana Islands CLE Approved 6 Total
    Mississippi CLE Approved 6 Total
    Montana CLE Approved 6 Total
    North Carolina CLE Approved 6 Total
    North Dakota CLE Approved 6 Total
    Nebraska CLE Approved 6 Total
    New Hampshire CLE Approved 6 Total
    New Mexico CLE Approved 6 Total
    Nevada CLE Approved 6 Total
    New York CLE Approved 7 Total
    Ohio CLE Approved 6 Total
    Oklahoma CLE Approved 7 Total
    Oregon CLE Approved 6 Total
    Pennsylvania CLE Approved 6 Total
    South Carolina CLE Approved 6 Total
    Tennessee CLE Approved 6 Total
    Texas CLE Approved 6 Total
    Utah CLE Approved 6 Total
    Virginia CLE Approved 6 Total
    Vermont CLE Approved 6 Total
    Washington CLE Approved 6 Total
    Wisconsin CLE Approved 7 Total
    West Virginia CLE Approved 7.2 Total
    Delaware Certified Paralegal Program Approved 6 Total
    Florida Registered Paralegal Approved 6 Total
    Indiana Paralegal CLE Approved 6 Total
    Montana CLE Credit for Paralegals Approved 6 Total
    New Mexico Paralegal Division, State Bar of Approved 6 Total
    Ohio Certified Paralegals Approved 6 Total
    NFPA Approved 0 Total
    Texas State Bar of Paralegal Division Approved 6 Total
    OnDemand
    6 Delaware CLE
  • Wills and Trusts: The Ultimate Guide

    Trusts, Estates & Probate

    Credits Available
    Credit Status Total
    Alaska CLE Reciprocity 6 Total
    Alabama CLE Approved 6 Total
    Arkansas CLE Approved 6 Total
    Arizona CLE Approved 6 Total
    California CLE Approved 6 Total
    Connecticut CLE Approved 6 Total
    Delaware CLE Approved 6 Total
    Florida CLE Approved 7 Total
    Georgia CLE Approved 6 Total
    Hawaii CLE Approved 6 Total
    Iowa CLE Approved 6 Total
    Idaho CLE Approved 6 Total
    Illinois CLE Approved 6 Total
    Indiana CLE Approved 6 Total
    Kansas CLE Approved 7 Total
    Maine CLE Approved 6 Total
    Minnesota CLE Approved 6 Total
    Missouri CLE Approved 7.2 Total
    Northern Mariana Islands CLE Approved 6 Total
    Mississippi CLE Approved 6 Total
    New Hampshire CLE Approved 6 Total
    New Jersey CLE Approved 7.2 Total
    New Mexico CLE Approved 6 Total
    Nevada CLE Approved 6 Total
    New York CLE Approved 7 Total
    Ohio CLE Approved 6 Total
    Oklahoma CLE Approved 7 Total
    Pennsylvania CLE Approved 6 Total
    South Carolina CLE Approved 6 Total
    Tennessee CLE Approved 6 Total
    Texas CLE Approved 6 Total
    Vermont CLE Approved 6 Total
    Washington CLE Approved 6 Total
    Wisconsin CLE Approved 7 Total
    Wyoming CLE Approved 6 Total
    Live Online
    6 Delaware CLE