Marguerite C. Lorenz, CTFA, CLPF
Marguerite C. Lorenz, CTFA, CLPF #319: Since 2003, Ms. Lorenz has been a partner of Lorenz Private Trustees and has served as a Professional Trustee and Executor on over 100 matters. Ethics for Trustees, written by Jane and Marguerite Lorenz, gives further understanding to the work of a Fiduciary and its ethical considerations. Ms. Lorenz also serves as Vice-Chair of the Board for the Independent Trustee Alliance (ITA).
Marguerite's experience includes, but is not limited to, residential and commercial real estate, high net worth and ultra-high net worth families, multi-family housing, fiduciary management of corporations, coin, art and book collections, investment accounts, and vessels.
Governor Brown appointed Marguerite to serve a four-year term as a Member of the California 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.
Marguerite is a California Licensed Professional Fiduciary (#319), a Certified Trust and Financial Advisor (CTFA) #87097, a Master Certified Independent Trustee through the ITA, and has been awarded Certification through the Institute of Certified Bankers/American Bankers Association. She is a Graduate of the National Trust School, American Bankers Association at Northwestern University and holds a Certificate in Professional Fiduciary Management for Trustees from California State University, Fullerton.
Ms. Lorenz serves as an expert witness on criminal matters. Marguerite serves her clients in California and beyond.
Marguerite's experience includes, but is not limited to, residential and commercial real estate, high net worth and ultra-high net worth families, multi-family housing, fiduciary management of corporations, coin, art and book collections, investment accounts, and vessels.
Governor Brown appointed Marguerite to serve a four-year term as a Member of the California 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.
Marguerite is a California Licensed Professional Fiduciary (#319), a Certified Trust and Financial Advisor (CTFA) #87097, a Master Certified Independent Trustee through the ITA, and has been awarded Certification through the Institute of Certified Bankers/American Bankers Association. She is a Graduate of the National Trust School, American Bankers Association at Northwestern University and holds a Certificate in Professional Fiduciary Management for Trustees from California State University, Fullerton.
Ms. Lorenz serves as an expert witness on criminal matters. Marguerite serves her clients in California and beyond.
Marguerite's Credentials
Licensing:
Certifications:
Publications:
Training:
Presentations to various organizations:
Memberships:
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
- Master Certified Independent Trustee, Independent Trustee Alliance
Publications:
- Ethics for Trustees, co-author with Jane B. Lorenz, CPA, CLPF
- Author of various articles and case studies for many periodicals and websites
- North County Bar Magazine
- CEG Worldwide
- MarketWatch
- Next Avenue
- PFAC Newsletter
- The Guardian Newsletter
- Estate Planning Group Network
Training:
- Certificate in Professional Fiduciary Management for Trustees, California State University, Fullerton
- Graduate of the National Trust School, American Bankers Association at Northwestern University
Presentations to various organizations:
- Aging Life Care Association
- CA Lawyers Association – Real Estate Section
- Citrus Estate Planning Council
- Fiduciary Round Table
- Foothills Bar Association
- Independent Trustee Alliance
- North County Bar – Probate Section
- Orange County Bar Association
- Probate Attorneys of San Diego
- Professional Fiduciary Association of California
- Rotary International
- San Diego County Bar Association
- San Diego District Attorney Office
- The Estate Planning and Tax Forum
- In Service Training Provided for:
- Adult Protective Services
- Pacific Western Bank – Manager Training
- Various Financial Advisory Firms
- Various Law Firms
- Various Accountancy Firms
- Charitable Foundations
Memberships:
- North County Estate Planning Council
- San Diego County Bar Association
- Independent Trustee Alliance
- Estate Planning Group Network