Ethical Considerations for Trustees: Implementation and Representation


CLE Credits earned: 2 ETHICS

Whether you draft estate planning documents, litigate in probate court, assist with administration, or all of the above, this presenter brings valuable insights from her work as Trustee, Executor, Agent under the Power of Attorney for Finance, and as Agent for Health Care Decisions. Ms. Lorenz has actively served as a Fiduciary (California Licensed Professional Fiduciary) since 2003, on over 100 matters. As a “Professional Client”, she will be sharing her take on effective representation, ethical considerations, and practical techniques that may improve the work of the fiduciaries whom you represent.

Key topics to be discussed:

•   What is a Fiduciary?
•   7 Processes Every Fiduciary Should Master
•   Amateur vs. Professional
•   How to Select a Fiduciary

Date / Time: May 28, 2019

•   4:00 pm – 6:00 pm Eastern
•   3:00 pm – 5:00 pm Central
•   2:00 pm – 4:00 pm Mountain
•   1:00 pm – 3:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

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Original Broadcast Date: May 28, 2019

Marguerite C. Lorenz, Esq., CTFA, CLPF #319: Since 2003, Ms. Lorenz has been a partner in Lorenz Fiduciary Services, Inc. (, 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. Ms. Lorenz created the program in San Diego, which offers 8 classes of excellent education for laypeople, and provides CE credit for professionals. Ms. Lorenz is a member of the Professional Fiduciary Association of California (PFAC). She serves as Vice-Chair of the Board for the Independent Trustee Alliance. Follow Ms. Lorenz on Twitter! @SanDiegoTrustee

As President of the Estate Planning Group Network she works to strengthen the estate planning community to improve client outcomes everywhere.
Governor Brown appointed Marguerite to serve a four-year term as a Member of the California Professional Fiduciaries Advisory Committee in 2012. Marguerite served as the Chairman for four years. Under her leadership, the Bureau developed various educational publications, and extended the national awareness of the fiduciary profession.

Marguerite is a California Licensed Professional Fiduciary (#319), a Certified Trust and Financial Advisor (CTFA) #87097, a Master Certified Independent Trustee through the ITA and has been awarded Certification through the Institute of Certified Bankers/American Bankers Association. 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.

Ms. Lorenz serves as an expert witness on criminal matters.

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