Margueriteis available as a public speaker on a variety of Estate Planning topics. Sponsored by major charities, Marguerite is the host for the "It's Your Estate" program for San Diego County. This is a great way to learn what you need to know to create your estate plan.
Marguerite has always been interested in efficient administration. From her first job as executive secretary for a well established service organization in Los Angeles, to her work in the Internal Audit Department of SunAmerica Financial, to her position in Business Development for a Student Tuition Financing company, Marguerite has continuously streamlined processes, improved the client experience and delivered results.
As mother of two teenage sons, Marguerite enjoys being around people, educating and listening. Marguerite says her favorite part of her work as a Private Trustee and Executor is really getting to know her clients.
You can meet Marguerite at different Estate Planning Groups in both San Diego and Riverside. Go to www.Meetup.com and search for "Estate Planning Group" to find a meeting near you.
Marguerite was a 2009 Nominee for a Bravo Award from the National Association of Women Business Owners. NAWBO continues to be a great resource - Learn more by clicking here.
Practice: Professional Fiduciary
Training: Certificate in Professional Fiduciary Management for Trustees, California State University, Fullerton, August 2007 Graduate of the NationalTrustSchool, American Bankers Association at Northwestern University - July 2005
Certifications: Certified California Fiduciary, Registered Guardian Awarded Certification through PFAC* and the National Guardianship Foundation, September 2004
Certified Trust and Financial Advisor CTFA #87097 Awarded Certification through the Institute of Certified Bankers and the American Bankers Association 2005
Licensing: Professional Fiduciaries Bureau www.fiduciary.ca.gov California Licensed Professional Fiduciary #319
Registrations: Enrolled to Practice Before the IRS as an Enrolled Agent Number 88599
Member: PFAC (Professional Fiduciary Association of California) North County Estate Planning Group, Chairman Institute of Certified Bankers (ICB) American Bankers Association National Association of Women Business Owners Southwest Riverside Estate Planning Group, Founding Chairman Fallbrook Chamber of Commerce
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.
