DeEtte Loeffler

DeEtte Loeffler is the founder of DeEtte L. Loeffler, a Professional Law
Corporation, which opened in May of 2022. She was previously a partner
at Miller, Monson, Peshel, Polacek & Hoshaw in San Diego. 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 current Chair of the San Diego County Bar Association Tax Section and is a
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 Group Network; and
ProVisors. She is currently serving on the executive committee of the Board of Directors of the
Downtown San Diego Lions Club.

In 2014, Ms. Loeffler retired as a lieutenant colonel after serving 24 years as a Judge Advocate in
the United States Army Reserve.
Ms. Loeffler has spoken on tax and estate planning issues, as follows:
San Diego County Bar Association, Federal and State Tax Update, San Diego, December 7, 2021
Association of Fundraising Professionals, San Diego Chapter, Maximizing Cash Gifts Through
Planned Giving, San Diego, September 22, 2021
San Diego County Bar Association, Allocation of the Million Dollar Exclusion and How to Lose at
the Assessor’s Office, San Diego, September 1, 2020
National Business Institute, Estate Planning from A-Z: Basic Tax Planning and Updates, San
Diego, June 9, 2020
National Business Institute, Estate Administration Boot Camp: Income Tax Returns; and
Portability and Estate, Gift and GST Taxes, San Diego, June 12, 2019
Museum of Photographic Art, The Art of Estate Planning, San Diego, September 13, 2018
National Business Institute, Trusts, the Ultimate Guide: Grantor Trusts and Tax Deduction with
Trusts, San Diego, August 20-21, 2018
MOAA, Miramar Chapter, Overview of Estate Planning, April 5, 2018.
National Business Institute, Estate Planning from A-Z: Basic Tax Planning, San Diego, December
12-13, 2017
National Business Institute, Estate Planning from A-Z, Basic Tax Planning, San Diego, December
6, 2016
San Diego Planned Giving Partnership, Charitable IRA Rollovers, San Diego, May 16, 2016
California Probate Referee Conference, Appraisals and the 706, May 3, 2014
National Business Institute, Handling Assets of the Estate and Filing Taxes, San Diego, May 17,
2013