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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
Lobb Report – July 2023 Monthly Legal Updates
Authored by Mark Lobb “Play by the rules but be ferocious.” (Phil Knight). This edition of the Lobb Report provides
Incomplete Non-Grantor Trusts
The Past, Present and Future
Authored by Mark Lobb At the end of June 2023, the California Senate and Assembly passed legislation which will eliminate
Lobb Report – June 2023 Business Owner Updates
Authored by Mark Lobb Incomplete Non-Grantor Trusts Update Recent Lobb Reports have discussed the potential demise of the use by
What Are the Main Steps in Estate Planning?
Authored by Kristin Gifford At Lobb & Plewe, we take pride in helping high-net-worth individuals with their estate planning needs.
The Lobb Report – May 2023 Business Owner Updates
Authored by Mark Lobb As we enter June and approach mid-year, there are many updates for business owners which touch
Importance of Funding a Revocable Trust
Authored by Kristin Gifford & Natalia Mowery Funding Instructions After a trust is signed, it must be funded. You may
What Happens When a Bank Fails and Will FDIC Insurance Save Your Assets?
Authored by Mark Lobb In the wake of the Signature Bank and Silicon Valley Bank failures, and with other regional
Advanced Tax Planning: A Deferred Sales Trust Explained
A Deferred Sales Trust (sometimes abbreviated as a “DST”) can be an efficient way for a client to sell real
Recent Blogs
What Is a Disregarded Entity for Tax Purposes in Nevada
Estate and Gift Tax Planning in Nevada – All You Need To Know
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Corona Office
4160 Temescal Canyon Rd.
Suite 202
Corona, CA 92883
Phone: 951-788-9410
FAX: 951-788-0766