An Estate Plan is a set of written, dated, and signed documents based on the Probate Code of your State. In this Plan, the Trustor (Grantor, Settlor, Creator, Testator, etc.) grants authority to another person/entity to make tax, legal, financial and medical decisions.

In this presentation, guest Marguerite Lorenz will give you tools to make sure your plan is completed, and then you can help your clients.

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Marguerite Lorenz, CTFA, CLPF, MCIT

Marguerite Lorenz, CTFA, CLPF, MCIT is the Managing Partner, and a Master Trustee who primarily serves in Southern California. Author of Ethics for Trustees 2.0.