Business Details
33 Years
experience
Trusted Probate & Tax Attorney in Monterey, CA
The Lori Silver, CPA provides specialized legal services in probate, trust administration, estate planning, and taxation. With over 40 years of experience, Lori Silver combines her expertise as an attorney, CPA, and LL.M. in Taxation to offer comprehensive solutions for asset protection, tax reduction, and fiduciary management. Our practice emphasizes personalized service, guiding clients through complex legal and financial matters while maintaining a commitment to ethical standards and client education.We serve families and individuals on the Monterey Peninsula, delivering tailored strategies to minimize tax liabilities, resolve IRS disputes, and ensure seamless estate transitions. Our team's dedication to client care has fostered long-term relationships built on trust and professional excellence.
Services
Probate Services
Trust Administration
Estate Planning
Tax Preparation
Trustee Services
Details
- Year established: 1993
Highlights and features
- 40+ years of specialized experience in probate and tax law
- Dual expertise as attorney and certified public accountant
- Personalized estate planning with sophisticated asset protection strategies
- Proven track record in IRS audit defense and tax debt resolution
- Active involvement in State Bar of California Tax Section leadership
Associations and certifications
- LL.M. Taxation
- CPA
What people say
Excellent legal skills
Caring individuals
Wealth of information
Saved us a lot of money
Professional trust management
Services
Probate Services
We guide executors through California probate court proceedings to ensure proper asset distribution. Our services include will validation, debt settlement, and tax filing for estates. With third-generation legal expertise, we simplify complex probate processes for families during difficult transitions.
Trust Administration
Our firm handles trust accounting, tax preparation, and asset management for family trusts. We serve as professional trustee, coordinating financial professionals while maintaining regular family communication. Services include bill payment oversight and detailed reporting for trust beneficiaries.
Estate Planning
We create customized estate plans using wills, trusts, and charitable strategies to minimize tax burdens. Our approach protects assets while addressing inheritance goals through instruments like charitable remainder trusts and advanced directives.
Tax Preparation
We prepare tax returns for individuals, estates, and trusts while implementing legal strategies to reduce liabilities. Services include income tax planning, estate tax mitigation, and compliance solutions for complex financial situations.
Tax Debt Resolution
Our practice assists clients with IRS audits, installment agreements, and offer-in-compromise proposals. We develop strategic solutions for tax debt relief while ensuring compliance with federal and state tax regulations.
People
Lori Silver
Attorney at Law
Third-generation attorney with 40+ years of experience in probate, trust, and tax law. Holds LL.M. in Taxation and CPA certification. Former IRS task force member and State Bar Tax Section leader.
Questions
What estate planning services do you offer?
We provide wills, trusts, power of attorney documents, and tax-efficient estate strategies including charitable trusts to protect assets and minimize tax liabilities.
How can you help with probate court proceedings?
We guide executors through California probate processes, handling will validation, debt settlement, asset distribution, and court documentation requirements for smooth estate transitions.
Do you handle complex tax issues?
Yes, we assist with IRS audits, tax debt resolution, installment agreements, and offer-in-compromise proposals while implementing legal strategies to reduce tax burdens.
Are you available for trustee services?
Yes, we serve as professional trustee managing family trusts, preparing tax returns, handling bill payments, and providing regular accountings to beneficiaries.
What areas do you serve?
We primarily serve the Monterey Peninsula area from Carmel Valley to Marina, with clients throughout California requiring specialized estate and tax services.
How can I schedule a consultation?
Contact us at 831-375-3030 during business hours Monday-Friday 9am-5pm PST for an appointment at our Monterey office location.
