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BRIEFS

Monterey Trust Management
Private Client Services
400 Camino El Estero
Monterey, CA 93940
Phone: 831-646-5262
Fax: 831-646-5281


SENIOR ADVOCATE
By Liza Horvath


Real Estate Fraud

We are fortunate to live in a county – and in a country – that is very diligent with regard to real estate ownership and the taxation of that real estate. Monterey County, under the supervision of Steve Vagnini, the county assessor, is vigilant and fair in the assessment of properties for tax purposes. When we had the great recession and property values dipped, his office voluntarily reassessed properties at the lower values and sent those lower tax bills out to owners.    
(read more)


The Unintentional Felony

Judges often say that ignorance of the law is not a defense. Administering an estate can provide opportunity to inadvertently break the law. If you are named trustee or executor of an estate – be aware of the laws in your state lest you become an unintentional felon.
(read more)

 

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Front Row From Left: Connie Chisum, Liza Horvath, Stacey Councell
 Back Row From Left: Nick Horvath, Skip Wickiser, Isaac Drake

 

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