Securing Legacies: The Role of Professional Trustees

Show Notes:

Licensed Professional Fiduciaries play a key role in the trusts and estates ecosystem in California. In this episode, we discuss the role that professional trustees play in trust administration, and the skills and experience they bring to bear in order to secure the legacies and wishes of the clients they serve.  

 About Our Guest:

 Marguerite Lorenz is a California Licensed Professional Fiduciary and a Master Certified Independent Trustee. Marguerite is a managing partner at Lorenz Private Trustees. Marguerite serves as Vice Chair of the Board of the Independent Trustee Alliance, a national organization for trustees across the country. She speaks and writes frequently, and she authored the books Ethics for Trustees and Ethics for Trustees 2.0.

Look for Marguerite’s new books, “Luck or Control”, and “How to be a Successful Ninety-Year-Old”, scheduled for release in late 2025.

Marguerite can be reached at [e-mail] or on LinkedIn.

About Our Host: 

 Matt Owens is a partner in the San Diego (Del Mar) office of Sheppard Mullin. His practice is focused on trust, estate, and inheritance disputes. Matt is a certified specialist in estate planning, trust, and probate law by the State Bar of California Board of Legal Specialization. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and he is a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM).

 Matt can be reached at [e-mail] or on LinkedIn.

Thank you for listening to Trust Me!

Trust Me is Produced by Foley Marra Studios
Edited by Cat Hammons and Todd Gajdusek