Jane Peebles

Jane Peebles has a diverse practice representing domestic and multinational high net worth individuals and their families with respect to all aspects of gift, estate and generation-skipping wealth transfer tax planning, trust and estate administration, and charitable planning. She establishes and represents private foundations, public charities and other types of tax-exempt organizations and is known internationally for her expertise in cross-border philanthropy.

Jane works closely with clients to meet their personal estate planning goals, foster family harmony and minimize the impact of various taxes.  She advises clients on the full array of estate planning issues, including:

  • Wills, revocable trusts, powers of attorney and “living Wills” with health care and end of life instructions
  • Complex irrevocable trusts for lifetime gifts, including life insurance trusts, dynasty trusts, personal residence trusts and GRATs
  • Plans for non-traditional couples 
  • U.S. and offshore structures for clients with assets or family members abroad
  • Gifts, sales and loans among family members
  • Charitable trusts
  • Business succession planning, family limited partnerships and limited liability companies

Jane also advises trustees and executors on all aspects of probate and trust administrations.

Jane writes and speaks on a variety of sophisticated domestic and international estate and charitable planning issues and has been featured at the Philip E. Heckerling Institute on Estate Planning, University of Southern California Tax Institute and several other leading professional conferences.

Jane is admitted to practice in California, and certified by the California State Bar Association as a specialist in Estate Planning, Probate and Trust Law. She is also a nationally recognized lecturer and author on a variety of domestic and international estate and charitable planning matters. Ranked one of the "Best Lawyers in America" in the specialty of Trusts and Estates for every year since 2007, Jane has dedicated her practice to estate planning, international tax planning and charitable planning. After working in Denver in her early career, Jane joined the Los Angeles office of Morgan, Lewis & Bockius LLP, a leading U.S. and international law firm, where she worked in the personal law section on domestic and international estate planning matters. In 1992, she moved to Freeman, Freeman & Smiley, becoming a partner there in 1996. Immediately before founding Karlin & Peebles, LLP, she was a partner in the Los Angeles office of Bingham McCutchen (now Morgan, Lewis & Bockius, LLP).

Professional Distinctions

  • California Certified Specialist in Estate Planning, Trust and Probate Law
  • Fellow of the American College of Trust and Estate Counsel (ACTEC)
  • Chosen by her peers as a Southern California Super Lawyer every year since 2005
  • Ranked by her peers and the Judiciary as a Top Woman Attorney of Southern California
  • Named by The Best Lawyers in America as a leading lawyer nationally in the practice of Trusts and Estates every year since 2008
  • Martindale-Hubbell AV rated Preeminent Woman Lawyer
  • 2018 Distinguished Service Award from the Los Angeles Council of Charitable Gift Planners
  • Partner of Distinction Award for 2018, California Community Foundation

About ACTEC

The American College of Trust and Estate Counsel is a group of 2,500 of America's leading estate planning lawyers and law professors. Membership is reserved for estate planners who have made exceptional contributions to their chosen profession.  Fellows must be nominated for the honor of membership and then must undergo a rigorous screening process prior to being elected as a Fellow of the College.

Education

  • New York University School of Law, J.D. (1984)
  • City College of New York, B.A. in English (1974) and double M.A. in English and Pedagogy (1977)

Publications:

  • “A Practical Look at Charitable Lead Trusts,” Planned Giving Design Center (pgdc.org, in three installments starting November 2015
  • “Cross Border Grant Making by Private Foundations,”  Charities Aid Foundation – America (CAFAmerica.org), 2015
  • "International Estate Planning," Major Tax Planning (Proceedings of the 61st Annual Institute on Federal Taxation of the USC Law School), Matthew Bender, 2009 (co-author with Michael Karlin)
  • “Implications of the Anti-Terrorist Financing Rules for U.S. Charities Making Grants for Use Abroad,” Family Foundation Advisor, Vol. 7, No. 1, Nov-Dec 2007
  • "Implications of the Anti-Terrorist Financing Rules for U.S. Charities: Compliance with Executive Order 13224”, Planned Giving Design Center, 2006
  • "Emerging Legal Issues in International Philanthropy", Perspectives on Foundation Management: Innovation and Responsibility at Home and Abroad, John Wiley & Sons, 2002
  • "Estate Planning Design and Drafting After the EGTRRA", Major Tax Planning (Proceedings of the 52nd Annual Institute on Federal Taxation of the USC Law School), Matthew Bender, 2002
  • “Hot Topics in Charitable Giving,” Major Tax Planning, (Proceedings of the 50th Annual Institute on Federal Taxation of the USC Law School), Matthew Bender, 2000
  • "Creative Uses of Charitable Lead Trusts", Major Tax Planning (Proceedings of the 49th Annual Institute on Federal Taxation of the USC Law School), Matthew Bender, 1999
  • "Cross-Border Gifts", Journal of Gift Planning, 2nd quarter, 1999
  • "Charitable Gifts of Retirement Plan Assets", Planned Giving Design Center, 1999
  • "Tax Planning for Cross-Border Philanthropy by U.S. Donors", Trusts & Estates Magazine, May 1998
  • The Handbook of International Philanthropy, Bonus Books, 1998
  • "Socially Responsible Investment and the Private Trust", Probate & Property Magazine, July/August 1992 (co-author, with Mark Rapaport)
  • "A Primer on U.S. Estate and Gift Taxation of Aliens", Major Tax Planning (Proceedings of the 41st Annual Institute on Federal Taxation of the USC Law School), Matthew Bender, 1991 (co-author, with Michael Karlin)


View Jane Peebles's Publications