Ethics for Trustees - A Guide for All Who Serve as Trustee
This book is intended as a guideline for everyone who serves as a Trustee of a Trust; Experienced or inexperienced; Attorneys, Fiduciaries, CPA’s, Family Members and Friends, etc.
• Licensing in California
• The Judicial System in California
• The Probate Code
• Professional Fiduciary Association of California’s Code of Ethics
• The Fiduciary Bureau Code of Ethics
• Conflicts of Interest
• The Fraud Triangle
• Fairness to all Beneficiaries
• Taking possession of Personal Property
• Compensation for the Trustee
• Ethics in Action
• Living as a Fiduciary
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. Quotes and concepts have been drawn from personal experience, from the Professional Fiduciary Association of California (PFAC) Code of Ethics and from the most recent California Probate Code (2011).
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From the Foreword, by Clay B. Spiegel, CPA - …Jane and Marguerite bring many years of successful experience
to this book, and they are helping the industry as a whole by sharing that experience and understanding of the profession. There are so many difficult decisions a trustee will encounter, and this book will help to prepare any professional or amateur to better approach them. Anyone reading this has demonstrated their desire to learn
more, and to be the best trustee they can be. The reader clearly wants to learn how to see the traps and conflicts before or when they arrive, so I applaud you for making this effort. I hope that this profession will grow and earn the respect that it deserves because of all the honorable, principled professionals that make it up.