Résumé

Lori Silver
Attorney at Law
LL.M. (Taxation), CPA

Experience

Law Office of Lori Silver, Solo Law Practice
1993 - Present
Practice limited to matters of Estate Planning, Probate, Taxation, Trust Administration, and Trusteeship.  Tax Consulting, Tax returns, estate planning for families and wealthy clients.  

Monterey College of Law, Faculty
1997 -
Present
Teach federal taxation and estate planning.

Speaker
2001 – Present
Delivered speeches nationally and keynote addresses to lawyers, CPAs, and Enrolled Agents on tax issues and estate planning topics. Prepared publishable materials.

Deloitte & Touche, Senior Tax Consultant
1990-1992
Provided tax consulting services, including client meetings, research, planning and reviewing tax returns. Specialties included individuals, family groups, trusts and estates.

Arthur Andersen & Co., Experienced Tax Senior
1985 – 1988
Provided tax consulting services, including client meetings, research planning and reviewing tax returns. Specialty included wealthy individuals, trusts and estate planning.  Duties also included managing staff members, billing and administering complex jobs.

Senator John Heinz, Legislative Aide
1983
Aide to Senator on the Senate Finance Committee. Briefed Senator on legislation, wrote and delivered speeches, provided legislative ideas, researched impact of legislation, liaison between the Senator, lobbyists, and constituents.

Congressman John Rousellot, Legislative Aide
1981-1982
Aide to California Congressman on the House Ways and Means Committee. Wrote speeches, worked with other legislators and their staffs to encourage passage of key bills, liaison between Congressman, lobbyists and constituents.

Pettit and Martin, Intern
Spring 1980
Worked in estate planning division. Prepared complex wills and trusts. Researched complex estate issues.

Three L Press
1978 – 1980
Formed a successful publishing company to publish “How To Make a Better Profit in the Law Office – Year After Year.” Controlled operations, marketing, printing, and distribution. Also published in France.

California Supreme Court Justice William Clark, Extern
Fall 1979
Reviewed applications for hearing to the Supreme Court. Reviewed “In Re: Michael M.” relating to criminal rights of a minor male in a statutory rape case, ultimately heard at the US Supreme Court.

Associate Editor, COMM/ENT, Journal for Communications and Entertainment Law
1978 – 1980

Lori Silver Attorney, serving Monterey, Pacific Grove, Carmel, Pebble Beach

Education

LL.M., Taxation (Advanced Law Degree), Golden Gate University, San Francisco, CA 1984

J.D. (Law Degree), Hastings College of the Law, San Francisco, CA 1980

B.A. Mathematics (Theoretical), University of California, Berkeley, CA 1977

Other

Current Member of Boards: Adopt International, Upjohn Foundation (Monterey), Soroptimist International of Carmel Bay

Former Member of Boards and Activities: Vice Chair, Taxation Section of the California State Bar, Chair, Gift and Estate Planning Committee (in Tax Section) of California State Bar, Monterey College of Law, Natividad Medical Foundation, National Steinbeck Center, CSEA Speaker, Congregation Beth Israel, Professional Women's Network of the Monterey Peninsula

Member: Monterey County Bar Association, AICPA, California CPA Society

Lori Silver, Experience, Education, Community Service