Course List

Serving as an attorney, fiduciary or trustee is not walk in the park. It can be extremely stressful dealing with other people's problems on a daily basis and determining serious issues with their life, liberty property are on the line.

Every day there are resistant clients, serious deadlines, testy judges? and so much more. Attorneys, clients and the legal system benefits from a calm approach ? and with mindfulness we can focus ourselves to enhance our competence and strengthen our diligence. In this CLE, Marguerite Lorenz will address stress, substance abuse, attorney well-being and how mindfulness can help you remain competent to practice law. Marguerite will discuss what it means to be a professional, the everyday stresses we encounter, mindfulness techniques and how mindfulness increases work quality. These topics are also covered: competence, diligence communication with clients, active listening, self-care and changing habits of response.

The principal at Lorenz Fiduciary Services, Inc., Marguerite C. Lorenz has been serving as Private Trustee and Executor since 2003. She is a frequent presenter for various professional organizations and she co-authored "Ethics for Trustees" along with Jane Lorenz. Marguerite has also served as Chairman of the Professional Fiduciaries Bureau Advisory Committee.

An estate plan is a set of written, dated and signed documents based on the Probate Code of your state. Every one of us should have an estate plan and establishing a trust is an essential part of planning for your clients.

In this CLE, Marguerite Lorenz will cover some key ethical issues around selecting a trustee, the duties of a Fiduciary and what completion of the trust looks like. Specific topics covered: wills, Power of Attorney for Finance, advance directives (AHCD), the trustor, planning for incapacity & death, the job of the fiduciary, administration, the business of your life, setting up successors for success, digital assets & accounts, model succession plan, who can serve as your fiduciary and how the trustee knows the work is done. Think of this presentation two ways — what you need to know for you and your own family in terms of estate planning (even if you already have an estate plan), and what you need to know to teach your clients how to select the right person(s) for the job of implementing their unique Estate Plan.

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.

This in-depth CLE was recorded at the Independent Trustee Alliance (ITA) Annual Conference and focuses on equipping attorneys with the latest knowledge and best practices for effectively representing and collaborating with trustees and other fiduciaries, particularly in light of current global challenges and economic uncertainty.

Presentations at this year’s ITA Conference include: (1) 45 Apps for Trustees and Attorneys, (2) The Legal Standards and Pracitical Applications of the UPIA (Uniform Prudent Investor Act), (3) What is Aging Life Care and How an Aging Life Care Professional Can Benefit Your Trust & Estates Clients, (4) Defusing Explosive Trust Situations, (5) Managing Digital Assets as Fiduciaries, (6) Best Practices for Attorney Referrals as a Potential Successor Trustee, (7) How a Trustee Can Shift Dynamics and Preserve Family Wealth, (8) Effective Usage of ChatGPT: Maximizing Efficiency and Productivity for Professional Trustees and (9) Cyber Liability for Legal Professionals.

Featured speakers include: Kevin Quinn, Esq., Matthew Bourque, Esq., Chris Downs, Esq., Angela Thomas, RN, CMC, Jeremy Lau, CFA, Judith L. Pearson CFA, CFP, Marin Bradshaw, Esq., Dana Garnett, MADR, MSA, CPA, Daniel P. Felix, Esq., Dave Folz, Esq., Frazer Rice. Esq. and Marguerite Lorenz, CTFA, CLPF.