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MONTEREY ESTATE PLANNING STUDY GROUP


The Monterey Estate Planning Study Group is a Membership Only group that meets monthly to discuss estate planning, trusts, tax and issues that effect our community relative to estate planning. The membership consists of practicing attorneys, CPAs and fiduciaries. Unless otherwise noted, the group meets in the conference room at the Community Foundation for Monterey County located at 2354 Garden Road, Monterey, CA 93940.

Chair: Liza D. Horvath, CTFA, AIF
Vice President & Regional Trust Manager
Monterey Trust Management


Street Address
400 Camino El Estero
Monterey, CA 93940

Phone: (831) 646-5262
Fax: (831) 646-5281

liza@montereytrust.com



 





 

SIDEBAR

TRUSTEES & TRUSTEE DUTIES

PLANNED GIVING & CHARITABLE BEQUESTS

ESTATE PLANNING FOR PETS

YOUR ESTATE PLAN

CRITICAL CHOICES FOR HEALTH CARE

FAMILY OFFICE

AGENCIES: WHO DOES WHAT



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