Jane Peebles

Practice Areas

Jane Peebles, Partner Emerita, 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.

Career

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 Memberships

State Bar of California

Certified by the California State Bar Association as a specialist in Estate Planning, Probate and Trust Law.

Publications

“Gift Tax Annual Exclusion and Estate and Gift Tax Lifetime Exemption Amounts Will Increase in 2023 Due to Inflation,” Karlin & Peebles, LLP (October 2022)

“International Estate Planning,” Journal of International Taxation (September 2022)

“Gift, Estate, and Generation-Skipping Transfer Tax Exemptions Have Gone Up,” Karlin & Peebles, LLP (January 2022)

Experience

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.

Awards