Private Clients Group

At Lobb Cliff & Lester, our Private Clients Group practice offers a full spectrum of legal services for high net-worth entrepreneurs, their businesses and families. Preserving and protecting capital, assets and property, through careful planning and management is a vital goal as our Private Clients maneuver through complex personal, business and legal issues.

While our Private Clients Group attorneys provide general counsel for all legal and business matters, we focus on tax issues and estate planning, the pivotal components of managing wealth. Through special consulting services our attorneys analyze our Private Clients’ personal and business objectives, evaluate the best methods to achieve results and provide legal counsel and recommendations for a wise course of action.

Devising and implementing critical tax efficient solutions, our attorneys assist Private Clients with acquisitions planning, dispositions and entity formations, such as limited liability companies and limited partnerships. Lobb Cliff & Lester also represent our Private Clients in dealing with the Internal Revenue Service, Franchise Tax Board and other State taxing authorities from the examination level to the full range of administrative appeals.

Through prudent estate planning, the second focal point of wealth management, Lobb Cliff & Lester’s attorneys ensure our Private Clients’ property, capital and assets are efficiently transferred and maintained for future generations. As our experienced lawyers develop and prepare estate plans, they integrate estate-planning documents with client investment assets such as retirement plans, investments accounts and insurance policies to preserve estates and leave a legacy for the family and/or community.

Lobb Cliff & Lester has developed a specialty practice involving the formation and operation of captive insurance companies both onshore and offshore. A captive insurance program is a form of self-insurance that allows for an organization to retain part of its risk internally. The captive insurance company is a licensed insurance company, and unlike commercial insurers subject to insurance regulations, it will have a more flexible regulatory environment. Captive insurance companies are a unique and flexible planning tool that allows for our Private Clients Group practice to be well rounded in all areas from estate planning to wealth management.

Lobb Cliff & Lester’s estate planning services include, but are not limited to:

• Revocable Living Trusts
• Irrevocable Life Insurance Trusts
• Charitable Planning Trusts
• Other Advanced Estate Planning Structures

In addition to legal counsel in the core areas of tax and estate planning, Lobb Cliff & Lester’s Private Clients regularly call upon our advice and administrative expertise in the areas of:

• Civil litigation
• Trust Management
• Real Estate Transactions
• Employment Law
• Intellectual Property Matters
• Insurance coverage
• Captive insurance companies
• Corporate Transactions

We believe our firm’s extensive in-house experience gives our attorneys an in depth understanding of our Private Clients’ unique wealth management requirements. With a hands-on business oriented approach to legal issues, the attorneys Lobb Cliff & Lester take pride in delivering close personalized attention and excellence in legal services.

Private Clients Group Attorneys

• Mark Lobb
• Erika E. Peterson

Attorneys providing legal services for clients throughout southern California, including, but not limited to the cities of Riverside, Los Angeles, San Bernardino, Anaheim, Long Beach, Pasadena, Santa Ana and San Diego