Mark Lobb

Authored by Sara Mostafa The following article regards certain significant new California employment laws that will take effect January 1, 2025. We advise you to review these laws, as well as other new laws pertinent to your business, carefully and alter your policies accordingly. We are available to assist you with updating your policies and […]

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

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

Authored by Mark Lobb The first quarter of the year is over, which means tax deadlines have passed and more are on the horizon.  Individual returns are due April 15, partnerships and S corporation extenders are due September 16, and individuals, sole proprietorships, and C corporation extenders are due on October 15. This issue of

Authored by Kristin Gifford Stepping into the role of a successor trustee after the grantor’s death entails immediate concerns and the crucial task of organizing the estate.  From legal obligations to financial matters, this introduction outlines the essential procedures and considerations for the successor trustee in navigating the complexities of post-mortem responsibilities while upholding the

Authored by Mark Lobb As with each year, the first quarter requires business owners to focus on the laws passed in the previous year which affect their business and personal concerns and focus on signaling from legislative proposals.  This edition focuses on legislative proposals from the federal government and the state of California along with

Authored by Kristin Gifford To administer the Trust upon the death of a Grantor, the following are duties required of the Successor Trustee: File the Deceased Grantor’s Original Last Will and Testament with the Clark Country Clerk’s office within 30 days of the date of death. Prepare and record an Affidavit of Successor Trustee and

Authored by Mark Lobb We hope you had a great end to 2023.  There are a host of new laws and to be mindful of as we move into 2024 with some dangerous landmines to avoid. In this edition, we provide you with an overview of new laws and reporting requirements and the potential impact