Phone: (949) 202-4162
Cell: (949) 769-9891
Ms. Prinz administers charitable remainder unitrusts and annuity trusts, special needs trusts, conservatorships, personal trusts, and estate settlement for high-net-worth individuals and families.
With 30 years of experience, Ms. Prinz’s clients benefit from her knowledge of sophisticated estate plans, complex property transfers, and sensitivity to family situations for surviving spouses with compassion and understanding. Previously, she worked for First American Trust as a Vice President and Senior Relationship Manager.
Ms. Prinz is a member of the Orange Coast Estate Planning Council and Estate Planning Interest Group. She is a founding board member of Orange County Advisors in Philanthropy. Ms. Prinz also worked with Make- A-Wish Foundation and the Orange County Sheriff’s Department in providing assistance to children in need. She has been a featured speaker with CalCPA and other organizations speaking on her experience in regards to being a trustee.
Ms. Prinz graduated from Cannon Financial Institute, Trust School.