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.