MARGUERITE LORENZ's guest appearances

MARGUERITE LORENZ

Wealth Actually

Crafting Solutions to Conflict

What Has My Attention

Connect Our Elders

Seth Godin

Deborah Tannen

Gleb Tsipursky

Howard Ross

Jennifer Goldman-Wetzler

Chuck Howard

Mitzi Perdue

Sarah Peyton

Lee Smith

Adam Kahane

Scott Perry

Jamie Forbes

Bill Treasurer

Paul Hood

Vik Kapoor

OwlTail

Connect Our Elders With Marguerite Lorenz, CTFA, CLPF, Master Trustee, Managing Partner Of Lorenz Fiduciary Services

Families can benefit if they leave the work of fiduciary duties to a dedicated professional trustee and focus on being a family. Marguerite describes the duties, including obligations of ethics and fairness, that trustees must fulfill. Communications with all the relevant people are essential, while also preserving the agency of an aging person.  If a family member -- and not a professional -- is acting as trustee, communication is even more important because of real, imagined, or potential conflicts of interest. You can learn more about Marguerite and Lorenz Private Trustees at https://www.mytrustee.net/ . Her book, Ethics for Trustees 2.0, is available on Amazon.Marguerite also talked about the work of the Independent Trustee Alliance, an international professional alliance dedicated to growing and supporting the Independent Trustee profession. Learn more here: https://www.trusteealliance.com/.Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at jb@dovetailresolutions.com! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at www.dovetailresolutions.com and https://www.linkedin.com/in/janebeddall/.Enjoy the show on your favorite podcast app or on the podcast website: https://craftingsolutionstoconflict.com/And you can follow us on Twitter @conflictsolving. 

Families can benefit if they leave the work of fiduciary duties to a dedicated professional trustee and focus on being a family. Marguerite describes the duties, including obligations of ethics and fairness, that trustees must fulfill. Communications with all the relevant people are essential, while also preserving the agency of an aging person.  If a family member -- and not a professional -- is acting as trustee, communication is even more important because of real, imagined, or potential conflicts of interest. You can learn more about Marguerite and Lorenz Private Trustees at <a href="https://www.mytrustee.net/" rel="nofollow" target="_blank">https://www.mytrustee.net/</a> . Her book, Ethics for Trustees 2.0, is available on Amazon.Marguerite also talked about the work of the Independent Trustee Alliance, an international professional alliance dedicated to growing and supporting the Independent Trustee profession. Learn more here: <a href="https://www.trusteealliance.com/" rel="nofollow" target="_blank">https://www.trusteealliance.com/.</a>Do you have comments or suggestions about a topic or guest? An idea or question about conflict management or conflict resolution? Let me know at <a href="mailto:jb@dovetailresolutions.com">jb@dovetailresolutions.com</a>! And you can learn more about me and my work as a mediator and a Certified CINERGY® Conflict Coach at <a href="http://www.dovetailresolutions.com/" rel="nofollow" target="_blank">www.dovetailresolutions.com</a> and <a href="https://www.linkedin.com/in/janebeddall/" rel="nofollow" target="_blank">https://www.linkedin.com/in/janebeddall/</a>.Enjoy the show on your favorite podcast app or on the podcast website: <a href="https://craftingsolutionstoconflict.com/" rel="nofollow" target="_blank">https://craftingsolutionstoconflict.com/</a>And you can follow us on Twitter @conflictsolving.

Marguerite Lorenz on independent trustees and preventing harmful family conflict