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 mlorenz@mytrustee.net 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 mowens@sheppardmullin.com 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
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Ruthie's Table 4
For more than 30 years The River Cafe in London, has been the home-from-home of artists, architects, designers, actors, collectors, writers, activists, and politicians. Michael Caine, Glenn Close, JJ Abrams, Steve McQueen, Victoria and David Beckham, and Lily Allen, are just some of the people who love to call The River Cafe home. On River Cafe Table 4, Rogers sits down with her customers—who have become friends—to talk about food memories. Table 4 explores how food impacts every aspect of our lives. “Foods is politics, food is cultural, food is how you express love, food is about your heritage, it defines who you and who you want to be,” says Rogers. Each week, Rogers invites her guest to reminisce about family suppers and first dates, what they cook, how they eat when performing, the restaurants they choose, and what food they seek when they need comfort. And to punctuate each episode of Table 4, guests such as Ralph Fiennes, Emily Blunt, and Alfonso Cuarón, read their favourite recipe from one of the best-selling River Cafe cookbooks. Table 4 itself, is situated near The River Cafe’s open kitchen, close to the bright pink wood-fired oven and next to the glossy yellow pass, where Ruthie oversees the restaurant. You are invited to take a seat at this intimate table and join the conversation. For more information, recipes, and ingredients, go to https://shoptherivercafe.co.uk/ Web: https://rivercafe.co.uk/ Instagram: www.instagram.com/therivercafelondon/ Facebook: https://en-gb.facebook.com/therivercafelondon/ For more podcasts from iHeartRadio, visit the iheartradio app, apple podcasts, or wherever you listen to your favorite shows. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com