Marguerite Lorenz

Marguerite C. Lorenz, CTFA, CLPF #319: 
Since 2003, Marguerite has been a partner in Lorenz Fiduciary Services, Inc. (LFS), and has served as a Professional Trustee and Executor on over sixty cases. Ethics for Trustees, written by Marguerite and Jane Lorenz, gives further understanding to the work of a Fiduciary. Marguerite has hosted the www.EstatePlanning101.org program in San Diego since 2009.

Governor Brown appointed Marguerite to serve a four year term as a Member of the Professional Fiduciaries Advisory Committee, in 2012. Marguerite served as the Chairman for four years. Under her leadership, the Bureau developed various educational publications, and extended the national awareness of the fiduciary profession. 

She is available as a public speaker on a variety of Estate Planning topics. Her talks are as informative as they are fun!  Marguerite ​served as Co-Chair of the Professional Fiduciary Association of California’s 2012 Annual Conference in Anaheim, California.

​She enjoys being around people, educating, and listening.  Marguerite says her favorite part of her work as a Private Trustee and Executor is really getting to know her clients.You can meet Marguerite at different Estate Planning Groups in both San Diego and Riverside. Go to www.EstatePlanningGroups.com to find a breakfast meeting near you. 

​Marguerite’s Credentials

Practice: Professional Fiduciary

Licensing:

• Professional Fiduciaries Bureau www.fiduciary.ca.gov
• California Licensed Professional Fiduciary #319

 
Certifications: 

• Certified Trust and Financial Advisor CTFA #87097
• Awarded Certification through the Institute of Certified Bankers and the American Bankers Association 
• Awarded Certification through PFAC
• Master Certified Independent Trustee, Independent Trustee Alliance

 
Publications:

• Ethics for Trustees, co-author with Jane B. Lorenz, CPA, CLPF

 
Training:

• Certificate in Professional Fiduciary Management for Trustees, California State University, Fullerton
• Graduate of the National Trust School, American Bankers Association at Northwestern University
• Enrolled Agent - Inactive

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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