Résumé
Professional Experience
Law Practice, Law Offices of Lori Silver, 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.
Faculty, Monterey College of Law, 1997–Present
Teach federal taxation and estate planning.
Professional Speaker, 2001–Present
Deliver speeches nationally and keynote addresses to lawyers, CPAs, and Enrolled Agents on tax issues and estate planning topics. Prepare publishable materials.
Senior Tax Consultant, Deloitte & Touche, 1990–1992
Provided tax consulting services, including client meetings, research, planning and reviewing tax returns. Specialties included individuals, family groups, trusts and estates.
Experienced Tax Senior, Arthur Andersen & Co., 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.
Legislative Aide, U.S. Senator John Heinz, 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.
Legislative Aide, Congressman John Rousellot, 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.
Intern, Pettit and Martin, 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.
Education
1984 LL.M. in Taxation; Golden Gate University, San Francisco, CA
1980 J.D., Hastings College of the Law, San Francisco, CA
Associate Editor, COMM/ENT, Journal for Communications and Entertainment Law
1979 Extern for California Supreme Court Justice William Clark
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.
1977 B.A. Mathematics (Theoretical), University of California, Berkeley, CA
Other
- Married, two children.
- Current Member of Boards: Professional Women’s Network, Adopt International, Upjohn (Monterey) Foundation
- 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, , Soroptimists, National Steinbeck Center, CSEA Speaker
- Member: Monterey County Bar Association, AICPA, California CPA Society
