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Procedures for Successor Trustee Following Death of Grantor
Authored by Kristin Gifford Stepping into the role of a successor trustee after the grantor’s death entails immediate concerns and
The Lobb Report Volume 2 – 2024 Business Owner Legal Updates
Authored by Mark Lobb As with each year, the first quarter requires business owners to focus on the laws passed
Information to Successor Trustee Following Death of Grantor
Authored by Kristin Gifford To administer the Trust upon the death of a Grantor, the following are duties required of
The Lobb Report – January 2024 Business Legal Updates
Authored by Mark Lobb We hope you had a great end to 2023. There are a host of new laws
Corporate Transparency Act Disclosure Requirements
Authored by Sara Mostafa The following intends to summarize the requirements for compliance with the new beneficial ownership reporting requirement
The Lobb Report – October 2023 Business Owner Updates
Authored by Mark Lobb Welcome to the October version of The Lobb Report. This edition covers tax deadlines, business owner
When to Consider Placing Life Insurance in a Trust
Authored by Haley Price Life insurance can play a critical role in protecting the financial well-being of loved ones in
The Lobb Report – September 2023 Business Owner Updates
Authored by Mark Lobb Welcome to the September version of The Lobb Report. The California legislative session ended on September
Inquiries About California’s Estate Tax
Authored by David Kotik During a recent conversation with a client, the question arose as to whether California currently imposes
The Lobb Report – August 2023 Business and Business Owner Updates
Authored by Mark Lobb The August edition of the Lobb Report covers a wide range of topics for business owners
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Corona Office
4160 Temescal Canyon Rd.
Suite 202
Corona, CA 92883
Phone: 951-788-9410
FAX: 951-788-0766