Laura A. Davis Law Offices

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Laura A. Davis Law Offices The Law Offices of Laura A. Davis provide our clients the hands-on service and attention to detail that only a smaller firm can truly offer. Since 1988, Laura A.

Davis has helped individuals, entrepreneurs and their families to design and execute sound estate planning and business strategies to safeguard the assets and protect the relationships that make her clients’ lives flourish. Laura has founded her practice on the commitment of helping each client confidently plan for and execute business and estate planning decisions. Her warm and caring demeanor puts her clients at ease so she can help them create plans that express their unique hopes – and address their unique concerns – for the future. She is known for offering calm, sensible and client-focused advice, and for insightful and tailored legal solutions to even the most challenging situations. Laura personally works with each client to tailor a plan designed to his, or her, specific needs. Laura is a graduate of Pomona College (B.A. 1984) and the University of Southern California Law Center (J.D. 1988; Southern California Law Review, Outstanding Staff Member, 1987-88), and holds a Master's degree in Taxation from Golden Gate University (M.S. 1997). Laura left a successful Los Angeles area law practice in 1995 to take up residence in Monterey, a second home to her since childhood. She practiced with a prominent Salinas-based firm for 10 years, always combining Estate Planning and Business experience to bring tax-savvy solutions to her clients needs. In that time, she met and married her husband, and had two beautiful children. She moved her practice to Monterey in 2006, finally opening her own firm in July of 2007. In addition to her client work, Laura embraces responsibilities that extend into the community. She has been a proud Rotarian, and is now actively involved with the Monterey Peninsula Chamber of Commerce, serving on its Board of Directors and its Education Committee as Co-Chair in charge of Professional/Workplace Development programs. She is also an active member of The Alternative Board of Monterey-Salinas, and The Sons of Italy Lodge No. 2003.

What Is Lifetime Gifting In The Context Of Estate Planning, And How Does It Differ From Other Gifting Strategies?Lifetim...
10/06/2026

What Is Lifetime Gifting In The Context Of Estate Planning, And How Does It Differ From Other Gifting Strategies?

Lifetime gifting involves the transfer of assets by a donor to another person or beneficiary. These gifts can be for the benefit of family members or can go to a charity. These gifts can help reduce the value of your estate for tax purposes or can meet a family member’s urgent need (such as providing emergency funds for a grandchild’s medical bills).

Learn more here: https://lauradavislawoffices.com/lifetime-gifting-in-the-context-of-estate-planning/

How Can A Business Owner Ensure That Their Personal And Financial Goals Align With Their Chosen Exit Strategy?Consulting...
09/29/2026

How Can A Business Owner Ensure That Their Personal And Financial Goals Align With Their Chosen Exit Strategy?

Consulting with a financial advisor is a crucial step for making sure your exit plans are tenable and financially sound. Consider the results of a sale or transition and how this will impact you financially as you hand over the company.

Learn more here: https://lauradavislawoffices.com/understanding-business-succession-planning/

Trust Administration (Post-Death) - The death of a loved one can trigger an avalanche of legal complexity. Assets need t...
09/23/2026

Trust Administration (Post-Death) - The death of a loved one can trigger an avalanche of legal complexity. Assets need to be identified and their values determined. Notices to named beneficiaries and unnamed heirs must be sent. Investment strategies need to be developed. Financial and accounting systems need to be put in place. Tax issues must be reviewed and elections made, frequently within a very short period of time. The Law Offices of Laura A. Davis will help you manage all the details and requirements of post-mortem administration. Laura A. Davis provides skillful assistance and walks her clients calmly through the process involved in estate and trust administration.

Learn more here: https://lauradavislawoffices.com/trust-administration-post-death/

What Is The Role Of Valuation In Business Succession Planning, And How Can Business Owners Determine The Fair Market Val...
09/15/2026

What Is The Role Of Valuation In Business Succession Planning, And How Can Business Owners Determine The Fair Market Value Of Their Business?

It’s crucial to know the real value of your business before you sell or transfer it and to ensure the transition is smooth, fair and meets your personal needs and the needs of your business.

A qualified business evaluator (such as a CPA or independent appraiser) can help you understand what your business is worth.

Learn more here: https://lauradavislawoffices.com/understanding-business-succession-planning/

What Legal Considerations Should Be Taken Into Account When Developing A Business Succession Plan?Consider what type of ...
09/04/2026

What Legal Considerations Should Be Taken Into Account When Developing A Business Succession Plan?

Consider what type of business you own, as plans for sole proprietorship, partnerships, and corporations will differ. Make sure that buy-sell agreements are in place if a sale of your business is expected, and ensure that succession plans and personal estate plans are prepared should you become incapacitated or pass away.

Finally, make sure that intellectual property protections (e.g., copyrights, patents, and trademarks) are in place, that lease documents for properties are in order, and that non-compete agreements have been signed by current employees.

Learn more here: https://lauradavislawoffices.com/understanding-business.../

The Role Of Trusts In California Estate Planning | Attorney Laura Davis Covers The Basics Watch here: https://vimeo.com/...
08/24/2026

The Role Of Trusts In California Estate Planning | Attorney Laura Davis Covers The Basics
Watch here: https://vimeo.com/1141101309

www.lauradavislawoffices.com Law Offices of Laura A. Davis 200 Camino Aguajito, Suite 200, Monterey, CA 93940 United States (831) 375-2200 In California, different trusts are used for a wide variety of estate planning purposes, though the most common type is the revocable living trust. A revocable l...

Why Estate Planning Is Crucial In California | Attorney Laura Davis Explains  Watch here: https://vimeo.com/1141101286  ...
08/12/2026

Why Estate Planning Is Crucial In California | Attorney Laura Davis Explains

Watch here: https://vimeo.com/1141101286

www.lauradavislawoffices.com Law Offices of Laura A. Davis 200 Camino Aguajito, Suite 200, Monterey, CA 93940 United States (831) 375-2200 Estate planning is the process of creating a plan for managing and distributing your assets during and after your lifetime. Effective estate planning allows you....

What Are Wills, And Are They Enough For California Estate Planning | Attorney Answers Watch here: https://vimeo.com/1141...
08/03/2026

What Are Wills, And Are They Enough For California Estate Planning | Attorney Answers

Watch here: https://vimeo.com/1141101293

www.lauradavislawoffices.com Law Offices of Laura A. Davis 200 Camino Aguajito, Suite 200, Monterey, CA 93940 United States (831) 375-2200 A will is a written document that contains instructions for managing and distributing assets after your death. Also known as a Last Will And Testament, your will...

How Does A Real Estate Attorney Assist With The Purchase Or Sale Of Property In California?A real estate attorney can he...
07/21/2026

How Does A Real Estate Attorney Assist With The Purchase Or Sale Of Property In California?

A real estate attorney can help you obtain an appraisal, discuss whether the timing of the sale is truly beneficial to you, and help determine if a tax-free exchange would be a better option than a sale.

A real estate attorney can also review and advise on terms of the proposed listing or sale agreement, review inspection reports, and represent your interests with contractors.

Learn more here: https://lauradavislawoffices.com/handling-real-estate-issues-in-california/

What Is An Irrevocable Trust For Minors? California Estate Planning Lawyer Explains – Watch here: https://vimeo.com/1161...
07/14/2026

What Is An Irrevocable Trust For Minors? California Estate Planning Lawyer Explains –
Watch here: https://vimeo.com/1161379691

www.lauradavislawoffices.com Law Offices of Laura A. Davis 200 Camino Aguajito, Suite 200, Monterey, CA 93940 United States (831) 375-2200 An irrevocable trust for minors ensures that assets are managed for the minor by a trustee, with no changes allowed after it’s created. 1. It protects assets f...

Address

200 Camino Aguajito, Suite 200
Monterey, CA
93940

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18313185593

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