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Written by two longtime Professional Fiduciaries, "Ethics for
Trustees," A Guide for All Who Serve as Trustee, is intended as a
guideline for everyone who serves as a Trustee ofa Trust;
Experienced or inexperienced; Att orneys, Fiduciaries, CPA's,
FamilyMembers and Friends, etc. Quotes and concepts have been drawn
from personalexperience, from the Professional Fiduciary Associati
on of California (PFAC) Codeof Ethics and from the most recent
California Probate Code (2011).The Authors: Jane B. Lorenz, CPA,
CLPF has been practicing as a CPA since1975 and started serving as
a Professional Trustee around 1990.Marguerite C. Lorenz, CTFA, CLPF
began working with Jane in 2003and has been serving as a
Professional Trustee ever since.This book is a labor of love. They
know from experiencethe challenges facing today's Fiduciary,
whether amateur orprofessional. Many professional Fiduciaries
operate assole proprietors, without partners or staff . Jane and
Marguerite have benefitted so much from their partnership and
business model, they feel good about sharing some of what they have
learned.The Readers: Everyone who is in the Estate Planning Process
can benefit from a better understanding of what their Successor can
and should do.The documents alone do nothing. The selection of the
appropriateSuccessor Trustee is vitally important, as this is the
one trusted to fulfill the Estate Plan provisions.How can the right
Successor be selected if the one choosing is notfamiliar with what
the job entails? Reading this concise volume gives the reader just
what is needed.Before one accepts the role of Trustee he/she should
understand the liability, the ethical issues and the depth of
responsibility. We believethat reading this book may prevent family
upset and financial disaster.
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