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Marguerite Lorenz

Master Trustee · Managing Partner

Marguerite Lorenz, MCIT, CLPF** is a prominent figure in the fiduciary services industry, serving as a Master Trustee and Managing Partner at **Lorenz Private Trustees:. She has been in this role since 2003, specializing in estate administration, trust management, probate administration, estate settlement, and fiduciary accounting.123

Key Credentials and Roles:

  • Certifications: Marguerite is a California Licensed Professional Fiduciary (#319) and a Master Certified Independent Trustee (MCIT) through the Independent Trustee Alliance (ITA).45
  • Education: She is a graduate of the National Trust School, American Bankers Association at Northwestern University and holds a Certificate in Professional Fiduciary Management for Trustees from California State University, Fullerton.45
  • Professional Roles:
    • Managing Partner, Lorenz Private Trustees: She co-founded the company with her stepmother, Jane Lorenz, and has been instrumental in its growth.35
    • Vice-Chair, Independent Trustee Alliance: She plays a significant role in this organization, which focuses on professional trusteeship.5
    • President, Estate Planning Group Network: She leads this network aimed at enhancing estate planning practices.15
    • Author: Marguerite co-authored "Ethics for Trustees 2.0", a guide for fiduciaries.57

Experience and Expertise:

Marguerite has extensive experience handling complex assets, including real estate, businesses, and unique assets like art and collectibles. She serves high-net-worth and ultra-high-net-worth clients, ensuring their legacies are preserved for future generations.7 Her expertise includes serving as a trustee for various types of trusts and acting as an executor/administrator for estates.7

Public Engagement:

  • Public Speaker: Marguerite frequently presents educational sessions on estate planning and fiduciary matters.5
  • Expert Witness: She has served as an expert witness in criminal cases.4

LinkedIn Presence:

Her LinkedIn username is californiatrustee, where she shares insights and updates on her work and the fiduciary industry.56

Related Questions

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Marguerite Lorenz
Marguerite Lorenz, photo 1
Marguerite Lorenz, photo 2
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Location

Temecula, California, United States