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 cases. Over time her practice has transitioned to serving high-net-worth and ultra-high net-worth clients. 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.
Marguerite's asset experience includes but is not limited to residential and commercial real estate, multi-family housing, fiduciary management of corporations, 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. Ms. Lorenz created the EstatePlanning101.org program in San Diego, which offers 8 classes of excellent education for laypeople, and provides CE credit for professionals.
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 Southern California and beyond.
Marguerite's asset experience includes but is not limited to residential and commercial real estate, multi-family housing, fiduciary management of corporations, 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. Ms. Lorenz created the EstatePlanning101.org program in San Diego, which offers 8 classes of excellent education for laypeople, and provides CE credit for professionals.
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 Southern California and beyond.
Marguerite's Credentials
Licensing:
Certifications:
Publications:
Training:
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
Training:
- Certificate in Professional Fiduciary Management for Trustees, California State University, Fullerton
- Graduate of the National Trust School, American Bankers Association at Northwestern University
Memberships:
- North County Estate Planning Council
- San Diego County Bar Association
- Independent Trustee Alliance
- Estate Planning Group Network