Estate Planning

Estate Tax Reduction in Monterey, California

Lori Silver, Estate Planning Attorney, LL.M., CPA, Monterey, California

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. She can implement a myriad of strategies from the most simple will or trust to charitable strategies, such as Charitable Remainder or Lead Trusts, or other more complicated strategies to achieve her clients’ estate planning goals.

  • Estate Planning
  • Reducing Estate Taxes
  • Wills and Trusts
  • Charitable Strategies - including Charitable Remainders and Lead Trusts

Learn more about recent updates to Estate Tax Law,
READ MORE: Estate Tax Update Estate Tax Law Recent Changes 

Lori Silver also offers trustee, probate and trust administration services to her clients. For more information,
READ MORE: Trustee Services  Trusts, Wills, Trustee Services, Accounting in Monterey
READ MORE: Probate & Trust Administration  Probate and Trust Administration in Monterey

Call for an appointment to discuss your estate planning needs.
(831) 375-3030

Lori Silver, Estate Planning Attorney, LLM, CPA, in Monterey, CA

What Clients Say

 
Re: Estate Trusts and Tax Preparation Services

From: Janet Shelton
“Our family has been using the estate and tax services of Lori Silver for many years. She has been instrumental in establishing family trusts and assisting us with annual tax return preparation. In addition to her excellent legal skills, she and her staff are caring individuals who always make us feel welcome each time we visit.” — Janet Shelton

Jane Deuber, client of Estate Planning Attorney, Lori Silver

Re: Estate Planning and Trust Services

From: Jane Deuber, Business Consultant, Author and Coach
“We are so thrilled with our association with Lori Silver and her team. In addition to helping us handle all of our trust needs, she has been a wealth of information and advice on how to protect our estate. What's also important to us is the care and understanding she showed during the process, making what could be an awkward and difficult process, easy and enjoyable. I would never think of putting my trust in anyone else besides Lori.” — Jane Deuber

B. Jaffe, client of Estate Planning Attorney, Lori Silver

Re: Estate Planning, Trust Preparation and Tax Services

From: B. Jaffee
“Lori Silver helped me with my estate planning as well as my tax-related work. She has the natural ability to explain very difficult concepts in basic terms so I can understand my finances. Lori spent a great deal of time talking to me about what would be best for my family's Trust. Her patience and understanding of family dynamics have enabled her to provide the best work possible for my family. No question is too small or unimportant, as Lori will spend whatever time necessary to help me, whether it's returning a phone call or meeting in person. Lori's expertise and knowledge in the areas of law, Trust preparation, and estate planning provide an amazingly strong foundation for her work, as she could help me with a variety of issues related to my estate. I have found Lori's work impeccable. Quite frankly, Lori Silver is an incredible 'find' within the field of tax and law! I would give Lori 6 stars (out of 5 stars!)” — B. Jaffee