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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...visualizza altroMarguerite 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.
Please take a moment to share your thoughts with us about this book: LFS@MyTrustee.net - Your shares and likes make a big difference in helping people get their estate planning done because everyone needs some encouragement to get through the emotions these topics bring to the surface.visualizza meno
Libri di Marguerite C. Lorenz CTFA CLPF
Ethics for Trustees 2.0: A Guide for All Who Serve as Trustee