2024 Annual PFAC Conference in San Diego, CA

2024 PFAC Conference in San Diego, CA

2024 PFAC Conference in San Diego, CA

Annual PFAC Conference

Commercial Loan Corporation is a proud sponsor of the 2024 Annual PFAC Conference. Our Senior Trust & Estate Loan Account Executives, Thad Farrell and Tanis Kluever will be on hand to answer any questions you may have on our specialized Trust & Estate loan programs used to keep a low property tax base intact on an inherited home. This years conference takes place at the Town & Country Resort in San Diego, CA.

Some of this years 2024 PFAC Conference seminar topics include:

  • Elder Financial Exploitation – Dueling Perspectives
  • Long Term Care Myths and Realities
  • Fulfilling Your Fiduciary Responsibilities Without Sacrificing Your Sanity
  • Managing Your Fiduciary Risk: Bonds, Errors, Omissions, Oh My!
  • Protecting Elder & Dependent Adults: Elder Abuse Restraining Orders
  • Lessons in Resolving Real Property Title Report Issues
  • Bond, James Bonds: A License to Understanding Fixed Income Securities
  • Special Needs Trusts: The Why, the Wherefore and the How to Administer
  • The Court’s Expectations Of A Professional Fiduciary
  • Herding Stray Assets – the Use of Probate Code Sections 850 and 13100 and Heggstad Actions to Marshall Assets
  • Creditor Claims in Probate and Trust Administration
  • Solutions for Real Property Tenancy Issues
  • The Court’s View on the Perfect Accounting
  • Insurance: What Is It Good For?
  • The Art and Science Of Personal Property Appraising
  • Legal And Compassionate End Of Life Options
  • Taking the “Ick” Out of Litigation: What To Know When You’re Involved In A Lawsuit
  • Long Term Care Solutions on A Budget
  • Annual Update On New Legislation And Case Law
  • IRA & Annuities – What You Need To Know
  • Digital Duty: Fiduciaries In The Virtual World
  • Professional Fiduciary Practice Administrator: How To Prepare And Administer
  • The Court’s Perspective On Professional Fiduciary Fees
  • 2024 Conservatorship Litigation Guide For Professional Fiduciaries
  • Post Death Personal Property Disposition Challenges
  • How To Decipher Estate Planning Documents Like An Expert
  • Managing Dementia-Related Behaviors In The Home
  • Investments Authorized By Statute: From FDIC Insurance To The Prudent Investor Act And The NEW & IMPROVED Fiduciary Income And Principal Act Rules
  • Paying Caregivers From A Trust: Mitigating Risk To Safeguard Trust Assets
  • Being Prepared for Mediation – Your Day In Court Continues!

If you require assistance with a Trust Loan or Probate Loan prior to or after this years PFAC conference, you may reach us at (877) 464-1066.