JANE B. LORENZ
1947-2017
Jane Lorenz, CPA and California Licensed Professional Fiduciary, passed away peacefully at home, at the age of 69, from cancer. Jane was a leader in the estate planning community and served in many organizations such as Estate Planning Council, the Estate Planning Law Advisor Commission, and Rotary, and she helped to create, and served as President of the Professional Fiduciary Association of California.
Jane started her CPA Practice in Escondido in 1975, and grew Lorenz Fiduciary Services to a team of 12, with three offices in San Diego, Riverside, and Orange Counties. Her children carry on as fiduciaries, succeeding her on her cases and in her practice. Jane was kind and loving to everyone she met. When asked for her advice, Jane said. "Love as much as you can."
1947-2017
Jane Lorenz, CPA and California Licensed Professional Fiduciary, passed away peacefully at home, at the age of 69, from cancer. Jane was a leader in the estate planning community and served in many organizations such as Estate Planning Council, the Estate Planning Law Advisor Commission, and Rotary, and she helped to create, and served as President of the Professional Fiduciary Association of California.
Jane started her CPA Practice in Escondido in 1975, and grew Lorenz Fiduciary Services to a team of 12, with three offices in San Diego, Riverside, and Orange Counties. Her children carry on as fiduciaries, succeeding her on her cases and in her practice. Jane was kind and loving to everyone she met. When asked for her advice, Jane said. "Love as much as you can."
Jane B. LorenzJane enjoyed her work as a Private Trustee and Executor. As a CPA, Jane was exempt from fiduciary licensing, yet Jane chose to be licensed as a California Licensed Professional Fiduciary.
Jane has participated at the Statewide level in the Professional Fiduciary Association of California, of which she is a Past President and Charter Member. Jane served as Commissioner on the Estate Planning Law Advisory Commission, which decides on the Estate Planning Specialty Exam for the California State Bar. Jane was a member of the San Diego Estate Planning Council, and the North County Estate Planning Council. Jane has served on the Scripps Planned Giving Board and has presented on a variety of estate planning/implementation topics. She wrote “Ethics for Trustees – A Guide for All Who Serve as Trustee” with Co-Author, Marguerite C. Lorenz. |
Jane's Credentials
Education:
- 1968, Bachelor of Science in Business Administration
- University of Missouri at Columbia
- June 2003 – Certificate in Professional Fiduciary Management for Trustees, California State University, Fullerton
- 2009 and 2012 Master of Arts Degree in Spiritual Psychology
Certification:
Certified Public Accountant
- June 20, 1975, Awarded Certification to Practice as a CPA by the State of California State Board of Accountancy
- June 23, 1975, Awarded California Community College, Instructor in Accounting Credential
Certified California Fiduciary, Registered Guardian
- September 30, 2004, Awarded Certification through the Professional Fiduciary Association of California and the National Guardianship Foundation
Licensing: Professional Fiduciaries Bureau www.fiduciary.ca.gov
- California Licensed Professional Fiduciary #314
Member:
- California Society of CPAs, Member since 9-26-75
- PFAC, (Professional Fiduciary Association of California) since 6-17-96
- PFAC, President of the state organization, 2000-2001
- PFAC, President of the San Diego Region, 1999-2000
- Fallbrook Rotary Club, Director of Community Services, 2003-2005
- North County Estate Planning Group, past Chairperson
- Estate Planning, Trust & Probate Law Advisory Commission, Commissioner 2006-2008
- San Diego Estate Planning Council
- North County Estate Planning Council