Many clients choose to have an independent Trustee to oversee the family trust. Often this results in more family harmony, and takes the financial issues out of the parent-child relationship. Ms. Silver acts as a Trustee, and hires excellent money managers, prepares tax returns and accountings, pays the Trust bills, and handles the overall management of the Family Trust. She meets with the family on a regular basis, making frequent visits to the elder family members who created the trust.
Call for an appointment to discuss your Trustee / Private Fiduciary needs.
“The skill of a good lawyer with the heart of a good doctor.” — S.S.S.
From: Jean S.
“Lori Silver resolved a very stressful matter with the IRS for me. She prepared a will and trust as well as taking care of selling my house and locating a new residence for me. She still takes care of any legal problems I may have and my yearly tax returns, relieving me of both financial and emotional woes. One couldn't ask for a more professional and caring attorney and staff.” — Jean S.
From: Lynne J.
“Lori has an amazing ability to explain things clearly; and she is calm in repeating the same information in multiple ways so that I can not only understand it, but personalize it! Her friendly reminders help me get my information completed. She is the only person I can fully confide in, she is never judgmental and listens fully.” — Lynne J.