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Guest Speaker: Marguerite Lorenz, Vice-Chair, Lorenz Fiduciary Service, Inc. (LFS)

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Perhaps you are familiar with the term “Independent Trustee”.  Perhaps you not.  We will explore the many hats worn by these professionals so you may better identify when it is appropriate to engage one to serve your clients.

Introduction to Our Guest Speaker

Since 2003 Marguerite has been a partner in Lorenz Fiduciary Service, Inc. (LFS) and has served as a Professional Trustee on over one hundred cases.  Ethics for Trustees, written by Jane and Marguerite Lorenz, gives further understanding to the work of a Fiduciary and its ethical considerations.  She serves as an expert witness on criminal matters.  Ms. Lorezn 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), is President of the Estate Planning Group Network and serves as Vice-Chair for the Independent Trustee Alliance.  Follow Ms. Lorenz on Twitter! @SanDiegoTrustee.

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.

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