Trustee

Private Fiduciary in Monterey, California

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. 

  • Independent Trustee / Private Fiduciary
  • Family Trust Management
  • Trust Tax Return Preparation
  • Trust Accounting, Bill Payment, & Reports

Call for an appointment to discuss your Trustee / Private Fiduciary needs.
(831) 375-3030

Lori Silver, Trustee Attorney, Monterey, CA

 

What Clients Say

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.
Lori Silver Taxation and Estate Attorney, Monterey, California