Marguerite Lorenz delivers an excellent presentation on the ethical standards that guide trustees & fiduciaries and the common everyday scenarios where these ethical issues come into play in the estate planning and administration process. The main topics discussed in this CLE course include the people involved in the estate planning process, the fiduciary’s Duty of Loyalty, determining the entire estate, marshalling the assets and interviewing the fiduciary. Additional subjects covered include the role of the fiduciary/trustee, triggering events, beneficiaries & trustees, licensing, determining who is the client, the goal, gathering all the key documents, timekeeping, securing the assets, communications, records, distributions, the Prudent Investor Act and the succession plan. This course has also been approved for California fiduciaries – both for pre-licensing and for continuing education credit.
Marguerite is a professional Trustee and Executor and frequent speaker on a variety of Estate Planning topics. A licensed attorney in California, Jason Castillo actively participated in this course.