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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


Innovation Leads to Complexity in Estate Planning

Way back when, law schools taught would-be lawyers about the "fertile octogenarian" - a case in which an 80 year old woman conceived and bore a child - underscoring the notion that an attorney should never do planning with the assumption that a couple of certain age would have no children. That case is so passé.
(read more)


Be Diligent When Placing Trust

Barbara Alexander, Monterey-based talk show host and supposed financial advisor was sentenced to nine years in federal prison Wednesday for bilking investors out of $6.3 million in a Ponzi scheme that she and her associated ran from 2006 to 2009. People liked Alexander and trusted her - and there was, of course, the lure of exceptionally high interest on their money invested.
(read more)

 

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Front Row: Liza Horvath, President & CEO; Joy Julian, Project Manager;
 Back Row: Nick Horvath, IT Department
Not Pictured: Skip Wickiser, Vice President & Manager, Real Estate Division;
Isaac Drake, Accounting Division; Stacey Counsell, Executive Assistant

Unlike traditional wealth management firms such as banks and brokerages, Monterey Trust Management, Private Client Services does not sell investment and financial products.

We do two things and we do them extremely well:

 Family Office Services and Trustee Services

Monterey Trust Management works with your team of trusted advisors in a fully objective capacity helping identify and facilitate sophisticated legal and financial solutions. 

 

 

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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The information provided on this website is intended as general reference information only, and is not intended to be a substitute for professional advice based on a particular or factual situation. The information on this web site does not constitute professional legal advice, accounting or tax advice and should not be interpreted as such. Although we have made every reasonable effort to ensure that the information provided is accurate, MontereyTrust, its Members, shareholders, managers and staff, make no warranties, expressed or implied, on the information provided on this web site. The user of the information contained herein accepts it as is and assumes all responsibility for its ultimate use.

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