Ethical Billing Practices

According to NGA Standard 1, what should a guardian follow?

• Only the directions from the court before taking action

• State and federal law, professional codes of ethics and standards of practice

• Only the standards that apply to lower skilled guardians

• Only the necessity of the service provided

What is NOT one of the responsibilities of a guardian as per NGA Standard 2?

• Not act beyond powers granted by the court

• Clarify the meaning of the court order or directions from the court before taking action

• Ensure all payment shall comply with all laws

• Determine the fees for services based on personal discretion

Under NGA Standard 22, what must be considered when determining reasonable fees for guardianship services?

• The guardian's favorite charity

• The guardian's personal financial needs

• The results and benefits of the services

• The guardian's relationship with the court personnel

What must a petition for extraordinary compensation include according to California Standards Rule of Court 7702?

• A detailed biography of the guardian

• The nature and difficulty of the tasks performed, the results achieved, and the benefit of the services to the estate

• A list of all the guardians' previous cases

• The guardian's plan for future services

According to California Standards - Rule 7.756, which of the following is NOT a factor the court may consider for determining just and reasonable compensation for conservators and guardians?

• The size and nature of the conservatee's or ward's estate

• The conservator's or guardian's anticipated future needs and income

• The necessity for the services performed

• The conservator's or guardian's favorite color

What is explicitly stated as not being the exclusive basis for the court's determination of just and reasonable compensation for conservators and guardians under Rule 7.756?

• The gross income of the trust estate

• The time spent by the conservator or guardian in the performance of services

• Any single factor listed in the rule

• The community standards for compensation

Under Rule 7.776, which of the following is a factor that the court may consider when determining or approving compensation of a trustee?

• The gross income of the trust estate

• The trustee's personal financial needs

• The trustee's educational background

• The trustee's political affiliations

Rule 7.776 states that the court should not use what as an authority to set an inflexible maximum or minimum compensation or hourly rate for trustees?

• The trustee's discretion

• The trustee's request

• This rule

• The conservatee's or ward's request

According to the Santa Clara County Rules, what should be attached to the Petition for Appointment?

• A detailed invoice of services

• Fee Schedule

• A list of conservatee's assets

• Proof of bond payment

What is the standard monthly charge for the Santa Clara County Rules?

• A percentage of the conservatee's assets

• A fixed standard monthly charge

• No standard monthly charge

• Variable based on the conservatee's income