Estate planning is a process – accepting one’s mortality, active listening and focusing on the needs of the trustor first are just a few of the most basic issues to consider. For effective estate planning, the lawyer serves by guiding the client to contemplate life’s challenges and then formulates decisions about serious topics like long term illness, conflicts of interest, wealth preservation and eventually death.

Estate Planning 101

This course is designed for attorneys who are new to estate administration or need a basic refresher.

To learn more about this important topic that we all must face join Marguerite Lorenz, a Professional Fiduciary, for a high-level overview of the main concerns and considerations when working with clients on crafting their estate plan. Marguerite mainly discusses considering quality of life, incapacity, basic vs. advanced estate planning concepts, charitable giving & benefits, transferring wealth, serving as trustee, updating the estate plan, administering estates with guns and pets. To access the course please click here: Estate Planning 101.

Marguerite will also cover:

  • Your client’s network of people
  • Key events
  • Control points
  • Powers of attorney & conservatorships
  • POLSTs (Physician Order for Life Sustaining Treatment)
  • Considering tax consequences
  • Pay on death accounts, trustees & recordkeeping
  • Cash flow projections
  • Gold & silver
  • Establishing the relationship

The principal at Lorenz Fiduciary Services, Inc., Marguerite C. Lorenz has been serving as Private Trustee and Executor since 2003. Marguerite is host for a comprehensive estate planning education program ( and President of the Estate Planning Group Network. She is a frequent presenter for various professional organizations and she co-authored “Ethics for Trustees” along with Jane Lorenz.

This CLE course is offered in the following states:

  • Alaska (AK)
  • Arizona (AZ)
  • California (CA)
  • Connecticut (CT)
  • District of Columbia (DC)
  • Illinois (IL)
  • Maryland (MD)
  • Massachusetts (MA)
  • Michigan (MI)
  • Missouri (MO)
  • New Hampshire (NH)
  • New Jersey (NJ)
  • New York (NY)
  • North Dakota (ND)
  • Pennsylvania (PA)
  • South Dakota (SD)

Attorney Credits offers CLE for attorneys in California and around the country. For more information about CLE in California please click the following link: CA CLE.