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Marguerite C. Lorenz CTFA CLPF
Marguerite Lorenz, CTFA, CLPF is a Managing Partner with Lorenz Private Trustees (www.MyTrustee.net) and has been serving as a professional trustee, agent and executor since 2003.
Ms. Lorenz was a...view moreMarguerite Lorenz, CTFA, CLPF is a Managing Partner with Lorenz Private Trustees (www.MyTrustee.net) and has been serving as a professional trustee, agent and executor since 2003.
Ms. Lorenz was appointed by Governor Brown to serve as a member of the Professional Fiduciary Bureau Advisory Committee, and she was Chairman for her entire term. She continues to educate students through both video and live presentations, while serving as Vice Chair for the Independent Trustee Alliance (TrusteeAlliance.com)
She serves as the President of the Estate Planning Group Network – EstatePlanningGroups.com whose mission is to strengthen the estate planning community to improve client outcomes everywhere. Ms. Lorenz is a thought leader on LinkedIn (https://www.linkedin.com/in/californiatrustee/) and other social media sites, @SanDiegoTrustee.
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Books by Marguerite C. Lorenz CTFA CLPF
Ethics for Trustees 2.0: A Guide for All Who Serve as Trustee