DIRECTORY OF PROFESSIONALS

AttorneysCPAs | Corporate Fiduciaries | Private Fiduciaries | Planned Giving Professionals


                     Liza D. Horvath, CTFA, AIF
                                 President

                         
                                       &
                            EstateDoc Vault
                        400 Camino El Estero
                         Monterey, CA 93940
                       Phone: 831-646-5262
                         Fax: 831-646-5281
                      liza@montereytrust.com


Areas of Practice: Trust Management, Family Office and   Document Storage & Management

Years in Practice:
30

Memberships, Associations, Affiliations: Monterey  County Bar Assoc. - Associate Member, Carmel-by-the-Sea Rotary (Past President), Certified Trust & Financial  Advisor (CTFA), Accredited Investment Fiduciary (AIF)
 

Board/Board Committees serving on: Legal Services for
Seniors Board, CSUMB Planned Giving Advisory Board,
All Saint's Day School Trustee, Monterey Estate Planning
Study Group (Chair), Senior Round Table


 

 

< return to Corporate Fiduciaries

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



USEFUL LINKS
                   
Home Continuing Education Calendar Directory of Professionals Public Forum Members Only Scams & Alerts Calendar (Public) Become a Member Search Contact Us
 
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.

© 2014 MontereyTrust.com.  All Rights Reserved.
Follow Us on Facebook!