Episode 21 Marguerite C. Lorenz, CTFA, CLPF Master Trustee
Feb 23, 2021•45 min•Ep. 21
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Episode description
Marguerite C. Lorenz, CTFA, CLPF #319: Ms. Lorenz is a master trustee and managing partner inLorenz Private Trustees, and has served as a Professional Trustee and Executor on over 100 matters. Ethics for Trustees 2.0, gives further understanding to the work of a Fiduciary, and its ethical considerations, for both professional and family member trustees. Ms. Lorenz is President of the Estate Planning Group Network, and serves as Vice-Chair of the Board for the Independent Trustee Alliance. Follow Ms. Lorenz on Twitter! @SanDiegoTrusteeBe sure and reach out to Marguerite on LinkedIn: https://www.linkedin.com/in/californiatrustee/
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