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Marguerite C. Lorenz
Jane B. Lorenz, CPA, CLPF has served as a Private Trustee for more than 20 years. Marguerite C. Lorenz, CTFA, CLPF has been Jane's partner since 2003. Jane and Marguerite have serv...view moreJane B. Lorenz, CPA, CLPF has served as a Private Trustee for more than 20 years. Marguerite C. Lorenz, CTFA, CLPF has been Jane's partner since 2003. Jane and Marguerite have served individually on more than 100 trusts, with almost 30 years of combined experience.
Both Jane and Marguerite actively encourage professionals in the Estate Planning Arena to do their best for the most vulnerable members of our community; the disabled and the elderly. "Ethics for Trustees" has been written to motivate and educate anyone and everyone who serves as Trustee; Professional Fiduciaries, Attorneys, Family Members, CPA's, Friends, etc. Those people who are contemplating their own Estate Plan should read this book as the selection of the individual who administers the Trust, the Trustee, is as important as the documents themselves.
Jane and Marguerite have developed a great staff team within their accountancy corporation (Lorenz Fiduciary Services, Inc.), continue their education in Fiduciary topics and deeply enjoy their work as Trustees. They believe that everyone has the ability to live at choice and this book is labor of love to encourage good choices.
Marguerite is Jane's stepdaughter (they met when Marguerite was just 6 years old). Clay Spiegel, CPA, Jane's son, has joined their practice and is currently going through the Fiduciary licensing process. Their office of operations is in Fallbrook, staffed by 5 team members. They keep meeting offices in La Jolla/UTC and Rancho Bernardo, San Diego County, California. Jane, Clay and Marguerite share a large extended family which celebrates milestones and holidays together.view less