A comprehensive presentation setting forth the financial standard of care for the various fiduciary roles of trustee, conservator, power of attorney, and administrator of decedent’s estate. The presentation addresses the ethical parameters that envelope each of these specific fiduciary duties. Throughout the presentation the panelists highlight useful practice pointers in regard to the practicalities of the financial standard of care.
PROFESSIONAL FIDUCIARY ASSOCIATION OF CALIFORNIA
Education, Advocacy and Advancement for Professional Fiduciaries
Financial Standard of Care: With A Focus on Ethics
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About the Course
Member Price: $75.00
Non-Member Price: $105.00
CE Awarded:
1.5
Presented Date: August 25, 2020
Jeff Marvan is the founder of MarvanLaw, A.P.C. A 1999 graduate of the U.C. Davis, King Hall School of Law, Jeff started his career as a criminal public defender for Yolo County. Jeff established MarvanLaw, A.P.C. in 2006. The firm focuses on probate litigation, trust litigation, estate planning, guardianships, and conservatorships in Los Angeles. The firm represents professional fiduciaries.
Jeff is a member of the Beverly Hills Bar Association, the Los Angeles County Bar Association, the Probate Volunteer Panel, and the Los Angeles County Probate Settlement Officer Program. He is part of the Los Angeles County Bar Association’s Trust and Estate subcommittee responsible for helping organize continuing education focused on trust and estate subjects. Jeff is currently the business representative of his local neighborhood council. From 2012 to 2014, Jeff served as an associate professor at Glendale University College of Law, teaching trusts and estates.