 |
Trustee
Special Needs Trust Administration |
Name |
City |
Email |
Phone |
Del Pozo, Elizabeth, CLPF |
Del Mar |
|
858-481-8823 |
| Fox, Susan K., CLPF |
La Jolla |
|
858-361-6031 |
|
| Koller, Elaine |
Bonita |
|
619-479-6897 |
| Lohr, Arthur |
Brawley |
|
760-344-8466 |
| Lorenz, CCF, RG, Jane |
Fallbrook |
JaneBLorenz@MyTrustee.net |
760-728-6688 |
| Lorenz, Marguerite EA, CCF, CTFA |
Fallbrook, CA 92088 |
fiduciary@mytrustee.net |
760-728-6688 |
Lubitz, Julie, CLPF |
Encinitas |
|
760-753-5997 |
| Manville, Kathie J., CLPF |
La Mesa, CA 91941 |
kathiemanville@cox.net |
619-442-5586 |
| Nau, Janis, NCG, CLPF |
Bonita, CA 91908 |
janisnau@cox.net |
619-208-1215 |
O'Harra, Colleen, CCF, RG |
Oceanside |
|
760-806-4651 |
|
Shvil, Stella, CCF, RG, CLPF |
San Diego, CA |
|
858-794-0394 |
| Taylor, Donald, CLPF |
Spring Valley |
|
619-660-9191 |
Thale, Thomas Reid CCF, RG, CLPF |
San Diego, CA |
|
619-501-4626 |
| Trumble, Gloria, CLPF |
Chula Vista |
|
619-934-4164 |
| Trust Administration |
| Name |
City |
Email |
Phone |
| Brito, Beverly, CLPF, CCF, RG |
Escondido |
boognbr@cox.net |
760-480-8941 |
| Del Pozo, Elizabeth, CLPF, CCF, RG |
Del Mar |
betsyd@sdla.com |
858-481-8823 |
| Fox, Susan K., CLPF, CCF, RG |
La Jolla |
sfox@foxprivatefiduciary.com |
858-361-6031 |
| Hans, Jennifer K., CLPF, CCF, RG |
Escondido, CA |
hansprobate@cox.net |
760-591-9338 |
| Henry, Alison |
La Jolla |
ahenrylaw@aol.com |
858-454-1780 |
| Koller, Elaine |
Bonita |
meccae02@yahoo.com |
619-479-6897 |
| Lohr, Arthur |
Brawley |
artlohr@localnet.com |
760-344-8466 |
| Lorenz, CCF, RG, Jane |
Fallbrook |
JaneBLorenz@MyTrustee.net |
760-728-6688 |
| Lorenz, Marguerite EA, CCF, CTFA |
Fallbrook, CA 92088 |
fiduciary@mytrustee.net |
760-728-6688 |
| Lubitz, Julie, CLPF, CCF, RG |
Encinitas |
julielubitz@yahoo.com |
760-753-5997 |
| Manville, Kathie J., CLPF |
La Mesa, CA 91941 |
kathiemanville@cox.net |
619-442-5586 |
| Moss, Hannah, CLPF, CCF, RG |
San Diego |
hanamoss@juno.com |
619-253-4251 |
| Nau, Janis, NCG, CLPF |
Bonita, CA 91908 |
janisnau@cox.net |
619-208-1215 |
| O'Harra, Colleen, CCF, RG |
Oceanside |
coharra@cox.net |
760-806-4651 |
| Rethy, Virginia |
Carlsbad |
ginybr@sbcglobal.net |
760-431-0173 |
| Shvil, Stella, CCF, RG, CLPF |
San Diego, CA |
stella@shvilfiduciary.com |
858-794-0394 |
| Taylor, Donald, CLPF |
Spring Valley |
ddt-ltcs@cox.net |
619-660-9191 |
| Thale, Thomas Reid CCF, RG, CLPF |
San Diego, CA |
thomas@profiduciary.com |
619-501-4626 |
| Trumble, Gloria, CLPF |
Chula Vista |
gloriatrumble@hotmail.com |
619-934-4164 |
| Charitable Remainder Trust Administration |
| Name |
City |
Email |
Phone |
| Lohr, Arthur |
Brawley |
artlohr@localnet.com |
760-344-8466 |
| Lorenz, CCF, RG, Jane |
Fallbrook |
JaneBLorenz@MyTrustee.net |
760-728-6688 |
| Lorenz, Marguerite EA, CCF, CTFA |
Fallbrook, CA 92088 |
fiduciary@mytrustee.net |
760-728-6688 |
| Lubitz, Julie, CLPF, CCF, RG |
Encinitas |
julielubitz@yahoo.com |
760-753-5997 |
| Manville, Kathie J., CLPF |
La Mesa, CA 91941 |
kathiemanville@cox.net |
619-442-5586 |
| Moss, Hannah, CLPF, CCF, RG |
San Diego |
hanamoss@juno.com |
619-253-4251 |
| O'Harra, Colleen, CCF, RG |
Oceanside |
coharra@cox.net |
760-806-4651 |
| Taylor, Donald, CLPF |
Spring Valley |
ddt-ltcs@cox.net |
619-660-9191 |
| Thale, Thomas Reid CCF, RG, CLPF |
San Diego, CA |
thomas@profiduciary.com |
619-501-4626 |
| Insurance Trust Administration |
| Name |
City |
Email |
Phone |
| Del Pozo, Elizabeth, CLPF, CCF, RG |
Del Mar |
betsyd@sdla.com |
858-481-8823 |
| Henry, Alison |
La Jolla |
ahenrylaw@aol.com |
858-454-1780 |
| Lohr, Arthur |
Brawley |
artlohr@localnet.com |
760-344-8466 |
| Lorenz, CCF, RG, Jane |
Fallbrook |
JaneBLorenz@MyTrustee.net |
760-728-6688 |
| Lorenz, Marguerite EA, CCF, CTFA |
Fallbrook, CA 92088 |
fiduciary@mytrustee.net |
760-728-6688 |
| Lubitz, Julie, CLPF, CCF, RG |
Encinitas |
julielubitz@yahoo.com |
760-753-5997 |
| O'Harra, Colleen, CCF, RG |
Oceanside |
coharra@cox.net |
760-806-4651 |
| Thale, Thomas Reid CCF, RG, CLPF |
San Diego, CA |
thomas@profiduciary.com |
619-501-4626 |
|
