Clay B. Spiegel, CPA, CLPF
Clay, a Certified Public Accountant (CPA) with experience in private and public accounting offices, has been with Lorenz Private Trustees for over 10 years. Clay serves as a Private Trustee and Executor. Clay also has experience with estate litigation and contested matters. The high-net-worth trusts and ultra-high net-worth trusts he manages have included commercial property, investment accounts, mineral rights, complex entities, private equity companies, angel investments, donor advised funds, and much more.
Although CPAs are exempt from licensing, Clay chose to pursue, and has attained, his California License as a Professional Fiduciary.
Clay’s membership involvement includes the San Diego County Bar Association, the California Society of CPAs, and Estate Planning Group Network.
Clay is the Vice President for the Estate Planning Group Network, Inc. He was a Volunteer Presenter for the Estate Planning 101 series, which is a Free Estate Planning Education Workshop sponsored by charities. Clay received his Bachelor’s Degree from Springfield College in 2004, and his Certificate in Professional Fiduciary Management from California State University Fullerton in 2011.
He lives in Temecula with his wife, two sons, and daughter. During his free time he enjoys vacations with his family, coaching his children, and playing golf.
Although CPAs are exempt from licensing, Clay chose to pursue, and has attained, his California License as a Professional Fiduciary.
Clay’s membership involvement includes the San Diego County Bar Association, the California Society of CPAs, and Estate Planning Group Network.
Clay is the Vice President for the Estate Planning Group Network, Inc. He was a Volunteer Presenter for the Estate Planning 101 series, which is a Free Estate Planning Education Workshop sponsored by charities. Clay received his Bachelor’s Degree from Springfield College in 2004, and his Certificate in Professional Fiduciary Management from California State University Fullerton in 2011.
He lives in Temecula with his wife, two sons, and daughter. During his free time he enjoys vacations with his family, coaching his children, and playing golf.
Clay's Credentials
Education:
Certification:
Member:
Education:
- Bachelor of Science in Business Administration and Sports Management 2004, Springfield College, Massachusetts
Certification:
- Certified Public Accountant
- February 2010, Awarded Certification to Practice as a CPA by the California State Board of Accountancy
Member:
- California Society of CPAs
- North County Estate Planning Group
- Temecula Estate Planning Group
- San Diego Estate Planning Council
- Associate Member, Probate Attorneys of San diego