Marguerite Lorenz, CTFA, CLPF#319 has served as a Trustee/Executor since 2003. She is one of five trustee partners in her fiduciary practice, and they are supported by a full staff. She serves high-net-worth, and ultra-high-net-worth clients who want to keep their legacy in trust for future generations. She is comfortable with complex assets such as commercial and residential rentals, short-term rental properties, shopping malls, vessels, and more. Ms. Lorenz is the author of Ethics for Trustees 2.0, available on Amazon (Kindle and paperback).
Learn more about Marguerite in this fun interview:
https://www.therongreenwaldshow.com/ep-20-good-estate-planning-doesnt-predict-the-future-it-ensures-it/
Services
Accepting New Clients
Yes
Accepts Trusts/Business in Other States
Yes
Services Offered
Trustee, Trustee - ILIT, Trustee - Successor, Estate Executor / Administrator
Types of Trusts / Specialties
Businesses in Trusts, Real Estate in Trusts, Directed Trusts, Discretionary Trusts, Hold Durable Power of Attorney, Hold Medical Power of Attorney, California Licensed Professional Fiduciary, Alternate AssetsContact Marguerite
(877) 630-8448
43537 Ridge Park Drive Temecula, California 92590
