Clay B. Spiegel

Clay, a Certified Public Accountant (CPA) with experience in private and public accounting offices, has been with Lorenz Fiduciary Services, Inc., 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 he has managed have included commercial property, investment accounts, mineral rights, complex entities, and much more.

Though 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 boys, and daughter.  During his free time he enjoys vacations with his family, coaching his children, and playing golf.

Clay is a managing partner of Lorenz Fiduciary Services.

Clay's Credentials

Practice: Certified Public Accountant and Professional Fiduciary

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
• PFAC (Professional Fiduciary Association of California)
• North County Estate Planning Group
• Southwest Riverside Estate Planning Group

Appointed:
Co-President South Orange County Estate Planning Group
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Marguerite C. Lorenz, Clay B. Spiegel, Noah B. Benton and Joseph F. McMackin individually act as Trustee for over 100 trusts at this time. Some trusts are newly funded, some are nearing final distribution, and some are on-going. We have particular expertise in accounting and taxation. Along with their able staff, Marguerite, Clay, Noah, and Joe are available to take on new challenges to be of service. Discuss the needs of your family with Marguerite, Clay, Noah, or Joe by calling 877-630-8448. You’ll be asked a few basic questions and then invited to make a 15 minute, no-charge, phone appointment.

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