By Jane B. Lorenz, CPA, CLPF and Marguerite C. Lorenz, CTFA, CLPF Written by two California Licensed Professional Fiduciaries, this book is intended as a guideline for everyone who serves as a Trustee of a Trust; Experienced or inexperienced; Attorneys, Fiduciaries, CPA’s, Family Members and Friends, etc. Quotes and concepts have been drawn from personal experience and both the Professional Fiduciary Association of California (PFAC) Code of Ethics and from the most recent California Probate Code (2011).
Ethics for Trustees, A Guide for All Who Serve as Trustee
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Jane B. Lorenz, CPA, CLPF has served as a Private Trustee for more than 20 years. Marguerite C. Lorenz, CTFA, CLPF has been Jane's partner since 2003. Jane and Marguerite have served individually on more than 100 trusts, with almost 30 years of combined experience. Both Jane and Marguerite actively encourage professionals in the Estate Planning Arena to do their best for the most vulnerable members of our community; the disabled and the elderly.
"Ethics for Trustees" has been written to motivate and educate anyone and everyone who serves as Trustee; Professional Fiduciaries, Attorneys, Family Members, CPA's, Friends, etc. Those people who are contemplating their own Estate Plan should read this book as the selection of the individual who administers the Trust, the Trustee, is as important as the documents themselves.
Jane and Marguerite have developed a great staff team within their accountancy corporation (Lorenz Fiduciary Services, Inc.), continue their education in Fiduciary topics and deeply enjoy their work as Trustees. They believe that everyone has the ability to live at choice and this book is labor of love to encourage good choices. Marguerite is Jane's stepdaughter (they met when Marguerite was just 6 years old). Clay Spiegel, CPA, Jane's son, has joined their practice and is currently going through the Fiduciary licensing process.
Their office of operations is in Fallbrook, staffed by 5 team members. They keep meeting offices in La Jolla/UTC and Rancho Bernardo, San Diego County, California.Contact us to meet them in person or to attend one of their speaking events.
We are interested in your comments about our book, "Ethics for Trustees". Please fill in the form to the right and we will publish comments we receive, from time to time. By submitting your comments, you give your permission to us, Lorenz Fiduciary Services, Inc., to own your submission, to post your name, city, state and comments on any website or publication without any further notice or remuneration or to not publish your comments at all. All fields are required. Thanks in advance for your input.
