Fraudish

Episode 21 Marguerite C. Lorenz, CTFA, CLPF Master Trustee


Listen Later

Marguerite C. Lorenz, CTFA, CLPF #319: Ms. Lorenz is a master trustee and managing partner inLorenz Private Trustees, and has served as a Professional Trustee and Executor on over 100 matters. Ethics for Trustees 2.0, gives further understanding to the work of a Fiduciary, and its ethical considerations, for both professional and family member trustees. Ms. Lorenz is President of the Estate Planning Group Network, and serves as Vice-Chair of the Board for the Independent Trustee Alliance. Follow Ms. Lorenz on Twitter! @SanDiegoTrusteeBe sure and reach out to Marguerite on LinkedIn: https://www.linkedin.com/in/californiatrustee/
...more
View all episodesView all episodes
Download on the App Store

FraudishBy Kelly Paxton

  • 5
  • 5
  • 5
  • 5
  • 5

5

40 ratings


More shows like Fraudish

View all
Criminal by Vox Media Podcast Network

Criminal

37,377 Listeners

Darknet Diaries by Jack Rhysider

Darknet Diaries

7,909 Listeners

Crime Junkie by audiochuck

Crime Junkie

366,047 Listeners

The Rest Is Politics: US by Goalhanger

The Rest Is Politics: US

2,300 Listeners