The Most Neglected Asset in Estate Planning: Reducing the Expense and Anguish of Personal Property

Date: Tuesday, April 25, 2023
Time: 4:30pm - 7:00pm
Location: 875 Hotel Cir S, San Diego, CA 92108
Speaker: Marin Bradshaw & Marguerite Lorenz

 

Topic: The Most Neglected Asset in Estate Planning: Reducing Expense and  Anguish of Personal Property
Speakers: Marin Bradshaw & Marguerite Lorenz

 

Marin Bradshaw | Partner at Murtaugh Treglia Sertn & Deily LLP 

 

Marin Bradshaw is a partner with the firm of Murtaugh Treglia Stern & Deily in Irvine, California.  Marin's practice focuses on estate planning, trust administration, trust disputes, and planning for families with special needs.  She is a California State Bar certified legal specialist in the field of estate planning trust and probate law.

 

She earned her BA degree in Communication Studies with minors in Music and Statistics from Brigham Young University. She received her JD, cum laude, also from Brigham Young University.  She has spoken and published to local and national audiences on estate planning issues.

 

Marin coaches the local high school mock trial team.  She enjoys marathon running and exploring the green spaces and beaches of Southern California with her family and her dog in her free time.

 

Marguerite Lorenz | Partner at Lorenz Private Trustees

 

Marguerite C. Lorenz, CTFA, CLPF #319: Since 2003, Ms. Lorenz has been a managing partner of Lorenz Private Trustees and has served as a Professional Trustee and Executor on over 100 matters. Her book, Ethics for Trustees 2.0, gives further understanding to the work of a Fiduciary and its ethical considerations. Ms. Lorenz also serves as Vice-Chair of the Board for the Independent Trustee Alliance (ITA). 

 

Marguerite's experience includes, but is not limited to, residential and commercial real estate, high net worth and ultra-high net worth families, multi-family housing, fiduciary management of corporations, coin, art and book collections, investment accounts, and vessels. Her clients have properties in California and other States. She enjoys those matters where the parent, or grandparent, has worked hard to build the family business and wishes to keep their assets in trust for the protection and enjoyment of their family, kids and grandkids.

 

Marguerite is a California Licensed Professional Fiduciary (#319), a Certified Trust and Fiduciary Advisor (CTFA) #87097, and a Master Certified Independent Trustee (MCIT) through the ITA. She has been awarded Certification through the Institute of Certified Bankers/American Bankers Association. She is a Graduate of the National Trust School, American Bankers Association at Northwestern University and holds a Certificate in Professional Fiduciary Management for Trustees from California State University, Fullerton.

 

Ms. Lorenz serves as an expert witness on criminal matters.  Marguerite serves her clients in California and beyond. In the past, Governor Brown appointed Marguerite to serve a four-year term as a Member of the California Professional Fiduciaries Advisory Committee. Under her leadership, the Bureau developed various educational publications and extended the national awareness of the fiduciary profession.   

 



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