Financial Standard of Care: With A Focus on Ethics

Cost: $75 PFAC Member – $105 Non-Member

Speaker: Jeff Marvan, Esq.

CEU Awarded: 1.5 Ethics

Presented Date: 8/25/2020


About the Course

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.

Jeff Marvan, Esq.

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.

From 2012 to 2014, Jeff served as an associate professor at Glendale University College of Law, teaching trusts and estates. 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 a on the LACBA Trust and Estate’s Executive Committee and is currently responsible for assisting in the education of Court Appointed Counsel. Jeff was awarded the Super Lawyer designation for 2020.