Billing and Petitions for Fees
Cost: $75 PFAC Member – $100 Non-Member
Speakers: Aaron Jacobs and Jeff Marvan, Esq.
CE/MCLE Awarded: 1.5 Practice Management
Presented Date: 07/17/2018
About the Course
A comprehensive program regarding billing practices and procedures for professional fiduciaries. The presentation sets forth the relevant legal elements for proper billing along with some helpful hints for streamlining and maximizing your billable time. We will, additionally, cover how to get your fees approved by the Court when court authority is required. This program covers both percentage billing and hourly billing.
Aaron Jacobs, Sentry Services
Aaron N. Jacobs is a California licensed professional fiduciary and owner of Sentry Services. Aaron specializes in assisting his clients as trustee, successor trustee, conservator, power of attorney, and guardian, as needed. Aaron has degrees in business and economics. He is co-president of the San Gabriel Valley chapter of the Professional Fiduciaries Association of California. He has built his reputation in Pasadena and throughout Southern California through caring, discrete work with families in need of a trusted agent to act on their behalf.
Jeff Marvan, Esq., The Law Office of Jeff Marvan
MarvanLaw, A.P.C. was formed in 2006 by Jeff Marvan. It is a boutique firm focused on probate litigation, trust litigation, estate planning, guardianships, and conservatorships in Los Angeles. The firm represents professional fiduciaries. Jeff taught Wills and Trusts at Glendale University College of Law for two years. He presented numerous MCLEs including the LACBA Brown Bag lunches, a special MCLE with Judge Cowan on Limited Conservatorships, and presentations for the SBBA, SFBA, and PFAC.
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Course Details
For Distributors
Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.
| Quantity | Price per voucher |
|---|---|
| 1+ | $70.00 |
Instructors
Aaron Jacobs
Aaron N. Jacobs is a California licensed professional fiduciary and owner of Sentry Services. Aaron specializes in assisting his clients as trustee, successor trustee, conservator, power of attorney, and guardian, as needed. Aaron has degrees in business and economics. He is co-president of the San Gabriel Valley chapter of the Professional Fiduciaries Association of California. He has built his reputation in Pasadena and throughout Southern California through caring, discrete work with families in need of a trusted agent to act on their behalf.
Jeffrey 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.
Jeff served as an associate professor at Glendale University College of Law, teaching trusts and estates. Jeff has presented at numerous legal education programs sponsored by many legal organizations. 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. Jeff is on LACBA’s Trust and Estates Executive Committee and was recently recognized a Super Lawyer for Trust and Estates Litigation.