Probate, Trustee, Taxation, & Estate Planning
Welcome to the Law Office of Lori Silver.
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Lori Silver is a tax and estate planning attorney and limits her practice to those areas of law. A third generation lawyer, she has practiced law for thirty years. Lori is also a CPA and has an LL.M. in Taxation, a Master's degree for lawyers in taxation.
In her tax practice, she prepares tax returns for individuals, trusts and estates, does Offers in Compromise, and helps troubled taxpayers by advising them about their options to deal with insurmountable tax debt.
In her estate planning practice, she offers probate, trustee, and trust accounting services, prepares wills, trusts, powers of attorneys and drafts and implements sophisticated techniques where they would be useful.
Contact Lori Silver
Attorney at Law, LL.M. Taxation, CPA
Call for an appointment to discuss your probate, professional trustee, trust accounting, taxation or estate planning needs.
Office Hours: Monday - Friday: 9:00 AM - 5:00 PM
187 El Dorado Street, Monterey, California 93940-3126
Taxation Law: Tax Preparation & Planning
We prepare tax returns for individuals, trusts and estates. Lori meets with clients annually to understand their specific situations and is knowledgeable about the myriad tax deductions to minimize her clients’ taxes.
- Tax Preparation & Returns
- Tax Planning, Tax Reduction
- Tax Problems: Offer in Compromise, Installments, Audits
Probate, Trustee, Estate Planning & Tax Reduction
Every parent would prefer seeing their children or a charity inherit their estate with little or no taxes. Ms. Silver can plan an estate to reduce the estate taxes and still meet the family goals of inheritance, control, and asset protection.
Estate Planning Services:
- Probate Action
- Professional Trustee & Trust Accounting
- Trusts & Wills
- Estate Planning & Tax Reduction
Call for an appointment to discuss your probate, professional trustee, trust accounting, taxation or estate planning needs: (831) 375-3030