Ethics for Trustees: A Guide for All Who Serve as Trustee

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 of
a Trust; Experienced or inexperienced; Att orneys, Fiduciaries, CPA's, Family
Members and Friends, etc. Quotes and concepts have been drawn from personal
experience, from the Professional Fiduciary Associati on of California (PFAC) Code
of Ethics and from the most recent California Probate Code (2011).

Review by an experienced Trusts and Estates Attorney:

"Ethics for Trustees" is an excellent guidebook that draws together important resources and reference materials. It covers some topics few other writers have addressed, and the authors draw on wealth of personal experience. The writing is clear and concise. It is a valuable addition to my professional library.

Meredith G. Alcock
Trusts and estates attorney
aalapc.com

Review by an Independent Financial Advisor:

Whether you are already serving as a professional trustee or considering taking on this role for the first time, we recommend this book. Serving as a trustee is a challenging responsibility. This book will help you understand what is expected of you and how to best meet the role of trustee.

Troy B. Daum, CFP®
Principal
Wealth Analytics
WealthAnalytics.com

The Authors:
Jane B. Lorenz, CPA, CLPF has been practicing as a CPA since
1975 and started serving as a Professional Trustee around 1990.
Marguerite C. Lorenz, CTFA, CLPF began working with Jane in 2003
and has been serving as a Professional Trustee ever since.
This book is a labor of love. They know from experience
the challenges facing today's Fiduciary, whether amateur or
professional. Many professional Fiduciaries operate as
sole 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 appropriate
Successor 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 not
familiar 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 believe
that reading this book may prevent family upset and financial disaster.