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Marguerite Lorenz

Marguerite Lorenz is a Master Trustee/Managing Partner with Lorenz Private Trustees and has served high net worth families since 2003. She was appointed by Governor Jerry Brown to serve on the Professional Fiduciary Bureau Advisory Committee, 2012-2015. She is vice chair for the Independent Trustee Alliance and authored "Ethics for Trustees" and "Ethics for Trustees 2.0." Lorenz is a thought leader on LinkedIn. Follow her on Twitter @SanDiegoTrustee

power of attorney doc

You Have an Estate Plan. Will It Work?

Understanding the difference between two types of Power of Attorney
September 21, 2020
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