Ed Slott , CPA
Ed is a nationally recognized IRA distribution expert and a professional speaker. Mr. Slott regularly presents continuing professional education seminars on IRA distribution planning and estate planning at major conferences for Financial Advisor firms, Mutual Fund Companies, Brokerage Firms, Insurance Professionals, Financial Planners, Trust Companies, Banks, CPAs and Attorneys.

John M. Preston, A.P.C.
The Law Offices of John M. Preston, A.P.C., is one of California’s largest law firms practicing exclusively in the area of estate planning with over 15,000 individuals having selected the firm to prepare and maintain their estate plan. The firm prides itself on being a proactive, counseling oriented practice which strives to educate clients and design custom estate plans that meet client goals. All attorneys focus their work exclusively in the areas of personal estate planning, estate tax law, asset protection, probate, and estate settlement procedures. The firm’s central office is located in San Diego with other convenient office locations available throughout the State of California.

Marguerite C. Lorenz, CCF, CTFA
When you Marguerite in your Estate Planning Documents as your Successor Trustee, Executor, Agent (under the Power of Attorney for Finance), and Agent (under the Advance Health Care Directive), she will work directly with your trusted advisors, including your Attorney and Financial Advisor to achieve your Estate Plan goals. Your attorney is welcome to contact her with questions he or she may have regarding her work.