Jane is fully engaged in her work as a Private Trustee and Executor. As a CPA, Jane is exempt from fiduciary licensing, yet Jane has chosen to be and is licensed as a California Licensed Professional Fiduciary. There are fewer than 500 licensed professional fiduciaries in the entire state of California. Jane continues to participate at the Statewide level in the Professional Fiduciary Association of California, of which she is a Past President and Charter Member.
Recently, Jane served as Commissioner on the Estate Planning Law Advisory Commission, which decides on the Estate Planning Specialty Exam for the California State Bar. Jane continues to attend the San Diego Estate Planning Council, has served on the Scripps Planned Giving Board and is asked to speak on a variety of estate planning/implementation topics.
In 2009, Jane achieved her Master's Degree in Spiritual Psychology from the University of Santa Monica. Congratulations, Jane!!
As much as Jane enjoys her work, she really loves her kids and grandkids, spending playtime and long visits, whenever possible. Meals with family, at home, is a big favorite.
Practice: Certified Public Accountant and Professional Fiduciary Education: 1968, Bachelor of Science in Business Administration University of Missouri at Columbia June 2003 – Certificate in Professional Fiduciary Management for Trustees, California State University, Fullerton Certification: Certified Public Accountant June 20, 1975, Awarded Certification to Practice as a CPA By the State of California State Board of Accountancy June 23, 1975, Awarded California Community College, Instructor in Accounting Credential Certified California Fiduciary, Registered Guardian September 30, 2004, Awarded Certification through the Professional Fiduciary Association of California and the National Guardianship Foundation Licensing: Professional Fiduciaries Bureau www.fiduciary.ca.gov California Licensed Professional Fiduciary #314
Registration: Department of Justice SR #07-015 California Statewide Registry of Private Conservators and Guardians Superior Court of California County of San Diego Private Professional Conservator or Guardian
Member: California Society CPA, Member since 9-26-75 PFAC (Professional Fiduciary Association of California) since 6-17-96 PFAC President of the state organization, 2000-2001 PFAC President of the San Diego Region, 1999-2000 Fallbrook Rotary Club, Director of Community Services, 2003-2005 North County Estate Planning Group, past Chairperson Estate Planning, Trust & Probate Law Advisory Commission, Commissioner 2006-2008
Jane B. Lorenz and Marguerite C. Lorenz, individually, act as Trustee for over 50 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, both Jane and Marguerite are available to take on new challenges and to fulfilltheir mission. Discuss the needs of your family witheither Jane or Marguerite today.
