Professional Trustee

As a Professional Trustee, Lori Silver protects clients and their interests following their wishes. Ms. Silver’s expertise includes:

• Expert guidance to safeguard clients’ interests, for both living clients and deceased clients
• Full support for clients, ensuring proper and lawful trust management, from hiring health care aides to paying bills, filing taxes, investing funds, and more...
• Over 30-years expertise in implementing California’s Trust Law

Special Qualifications

Beyond a typical professional trustee, Ms. Silver has additional qualifications that benefit her clients:

Attorney – with expertise in trusts, probate, taxation, and estate planning

LL.M. in Taxation – Attorney’s Masters degree in Taxation, to guide and advise clients on tax law and protect clients from taxation issues

Certified Public Accountant (CPA) – deep knowledge of accounting and tax preparation practices for estates, individuals, and trusts

What We Do As Professional Trustees

A note from Lori Silver:

I’m often asked what we do as an independent fiduciary.

If our client is alive, we have the privilege of stepping into their shoes to run their lives. We often hire health care aides, determine what assets the client has, and make sure assets get moved into the Trust where appropriate. We also pay bills, manage funds, prepare whatever legal documents they may need, prepare annual accountings, etc. Depending on the needs of the client, I make home visits to them regularly, take them to lunch, and in one case, my ice cream addict, we went for ice creams regularly (there was a question as to which of us was the more addicted!)

With most of the Trusts, the individual is no longer alive, so my job description changes to cleaning out a house, marshaling assets, following the Trust to determine who gets what and when, and winding down someone’s life. Sometimes clients leave funds to their children for their lifetime, to avoid any impact of creditors or potential divorces — so their Trust may continue for decades. Other Trusts last only a few years.  

Learn More About Trustees

  Trustee / Fiduciary in Monterey
  Who Needs a Trustee
  What Does a Trustee Do
  How to Choose a Trustee

To discuss your professional Trustee / Private Fiduciary needs, please call us for an appointment:
831-375-3030