Marguerite C. Lorenz, Esq., CTFA, CLPF #319: Since 2003, Ms. Lorenz has been a partner in Lorenz Fiduciary Services, Inc. (MyTrustee.net), and has served as a Professional Trustee and Executor on over 100 cases. Ethics for Trustees, written by Jane and Marguerite Lorenz, gives further understanding to the work of a Fiduciary, and its ethical considerations. Ms. Lorenz created the www.EstatePlanning101.org program in San Diego, which offers 8 classes of excellent education for laypeople, and provides CE credit for professionals. Ms. Lorenz is a member of the Professional Fiduciary Association of California (PFAC). She serves as Vice-Chair of the Board for the Independent Trustee Alliance. Follow Ms. Lorenz on Twitter! @SanDiegoTrustee
As President of the Estate Planning Group Network she works to strengthen the estate planning community to improve client outcomes everywhere.
Governor Brown appointed Marguerite to serve a four-year term as a Member of the California Professional Fiduciaries Advisory Committee in 2012. Marguerite served as the Chairman for four years. Under her leadership, the Bureau developed various educational publications, and extended the national awareness of the fiduciary profession.
Marguerite is a California Licensed Professional Fiduciary (#319), a Certified Trust and Financial Advisor (CTFA) #87097, a Master Certified Independent Trustee through the ITA and has been awarded Certification through the Institute of Certified Bankers/American Bankers Association. She is a Graduate of the National Trust School, American Bankers Association at Northwestern University and holds a Certificate in Professional Fiduciary Management for Trustees from California State University, Fullerton.
Ms. Lorenz serves as an expert witness on criminal matters.