Mark Lobb

Mark Lobb is the founding and Managing Partner of Lobb & Plewe, LLP and heads the firm’s Private Clients Group in Corona, California. Practicing since 1990, he advises high-net-worth entrepreneurs, their businesses, and families on estate planning, asset protection, taxation, and succession planning. Mark appears in state and federal courts, including the Ninth Circuit and U.S. Tax Court. He is active in the Riverside County Bar Association and serves on nonprofit boards, including as president of a hospice nonprofit.

How Can Intellectual Property Enforcement Protect Your Rights in California? 2025

Intellectual properties (IPs) are unique items derived from the human intellect that hold a legal protection from theft or use by others. Individuals and businesses have a vested interest in protecting their IPs. However, the laws governing IPs can be complex, and one may wonder: How does intellectual property enforcement protect your rights in California?

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What Employers Need to Know for 2025 Compliance

California’s Pay Data Reporting: What Employers Need to Know for 2025 Compliance

Authored by Sara MostafaCalifornia’s pay data reporting requirements mandate private employers with 100 or more employees, including those hired through labor contractors, with at least one employee or worker based in California, to annually report pay, hours worked and demographic data to the California Civil Rights Department (CRD). The CRD recently released updated guidance for

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California Business Insurance Law and Its Implications

Operating a business in California comes with specific legal requirements that are necessary for staying protected. Understanding California business insurance law and its implications involves knowing which insurance coverage is required of your business. Since 2013, total direct premiums in California have increased by 71%, showing significant growth in the local insurance market. Navigating the

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What is transactional business law?

Difference Between Simple Contracts and Formal Contracts (2025)

Contracts are necessary in today’s world, but the difference between simple contracts and formal contracts can be confusing. Not having a contract that’s appropriate for the situation can lead to misunderstandings or even being exploited. If you don’t own or operate a business, it’s easy to think that you may not have much need for

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Estate Planning Changes Under American Housing & Economic Act (AHEA) 2024

The Lobb Report – Summer 2024 – Estate Planning Changes Under American Housing & Economic Act (AHEA) 2024

Authored by Mark Lobb Most estate tax planners and their clients have been focused on the expiration of the Tax Cuts and Jobs Act (TCJA).  The TCJA expires at the end of 2025.  In 2025, the gift and estate tax exclusions will exceed $14 million per person.  On January 1, 2026, the gift and estate

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Ensuring Trust Integrity: The Vital Role of Trust Protectors

Ensuring Trust Integrity: The Vital Role of Trust Protectors

Authored by Haley Price Trust protectors play a key role in the administration and maintenance of trusts. They provide greater flexibility and a layer of oversight that not only enhances the longevity and effectiveness of trusts, but also ensures that the grantors’ wishes are honored over time. Trust protectors are appointed to oversee the trustee’s

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