Marguerite C. Lorenz

Marguerite Lorenz

Marguerite C. Lorenz is a partner in Lorenz Fiduciary Services, Inc. (LFS), and has served as a professional trustee and executor on over 100 cases. Ethics for Trustees, written by Jane and Marguerite Lorenz, gives further understanding to the work of a fiduciary, and its ethical considerations. Lorenz created the EstatePlanning101.org program in San Diego and is a member of PFAC,  president of the Estate Planning Group Network and vice chair of the board for the Independent Trustee Alliance. Follow her on Twitter @SanDiegoTrustee

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