The Annual ITA Conference: From AI to the UPIA

David Folz Trust Counselor

I serve as an independent consultant whose only method of compensation comes from my clients. I do not practice law, accounting, manage investments, or sell any other products or services.

Jeremy Lau, CFA, CFP Prudent Investors

Jeremy L. Lau, CFA, CFP serves as President and Chief Investment Officer of Prudent Investors. He specializes in managing assets for public and private fiduciaries and individual households. He teaches the investment management course for Cal State University, Fullerton’s trustee certification program and frequently speaks on fiduciary investing to attorneys and fiduciaries across various associations. Before joining Prudent Investors, he worked as an Executive Director in investment banking in Asia for some of the world’s largest securities firms in structured credit and convertible bonds. He graduated in Accounting (with Honors distinction) from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.

Judith Pearson Woodruff Sawyer

Judith is a seasoned insurance and risk management expert who leads the Family Office & Trustee Liability Resource Group at Woodruff Sawyer. Trust laws and structures are changing, complex, and contradictory, creating fiduciary responsibility and personal liability. Judith educates trustees and other fiduciaries to reduce risk and implements insurance solutions to protect personal wealth and family legacies. Her clients range from individual and professional trustees, trust companies, law firms, and CPAs as well as family offices and private trust companies. Judith is a frequent speaker at trust and estate forums and the American Banking Association (ABA) Trust School. She has been quoted in The Wall Street Journal, New York Times, The Economist, Chicago Sun Times, LA Times, and Art and Auction Magazine and has written articles for magazines Trust & Estates, Wealth Management, and Estate Planning. Judith is a past president of ARIS Title Insurance Corporation, which was formed under her direction to provide title insurance for fine art and other important collectibles. While leading ARIS, she was named one of the “2015 Power of 100 Leaders” in the art world by Blouin/Artinfo International for her role as an insurance innovator. Judith’s background includes serving as founder and CEO of Nomadx Solutions, LLC, which provided risk management solutions to fiduciaries. She was also senior executive vice president of AON’s Financial Services Group and its intellectual property division, and held underwriting management positions at AIG and Chubb, where she specialized in intellectual property liability, directors & officers liability, fidelity and similar coverage forms and underwriting for US-based Fortune 500 and equivalent foreign-based corporations

Marguerite Lorenz Lorenz Private Trustees

Marguerite C Lorenz, CTFA, CLPF #319 has been serving as Private Trustee and Executor, since 2003. Marguerite is a Master Trustee, and serves as a Managing Partner at Lorenz Private Trustees, Family Owned Since 1975. Marguerite is President of the Estate Planning Group Network (EstatePlanningGroups.com). Marguerite authored "Ethics for Trustees 2.0." available at Amazon.com. This short book helps both professionals and laypersons have a better understanding of the ethical obligations expected of family member, and professional, trustees. Marguerite has served as Chairman of the Professional Fiduciaries Bureau Advisory Committee (www.Fiduciary.CA.gov). She is a frequent presenter for various professional organizations such as County Bar Associations, National Academy of Certified Care Managers, Probate Attorneys of San Diego, Estate Planning Councils, Estate Planning and Tax Forum, Independent Trustee Alliance, etc.