Trust Loan Blog

Welcome to the Commercial Loan Corporation, California Proposition 19 and Proposition 58 Trust Loan Blog

Here you will find recent blog articles relating to Commercial Loan Corporation trust loans, lending to irrevocable trusts, California Proposition 19 and Prop 58. These loans help our clients avoid property tax reassessment on real estate being transferred from a trust to an individual. This process takes advantage of the California Proposition 19 and Proposition 58 exclusion from reassessment benefits to help preserve a low Proposition 13 tax rate. Commercial Loan Corporation specializes in providing our clients with a 3rd party loans to trusts, irrevocable trusts and estates so that our clients can meet the Proposition 19 and Prop 58 eligibility requirements. If you have questions on a trust loan or Prop 19, please call us at 877-464-1066.

Recent Posts

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.

  1. Step Tax and Estate Planning Annual Institute 2024 Leave a reply
  2. How to add funds to an Irrevocable Trust Leave a reply
  3. USC Gould Trust and Estate Conference 2023 Leave a reply
  4. Tax and Estate Planning Forum Event Leave a reply
  5. Tanis Kluever on the benefits of a California Proposition 19 Trust Loan Leave a reply
  6. What is a trust loan? 1 Reply
  7. Trust Equalization Loan Leave a reply
  8. Meet our team at the CalCPA Springfest Event on May 23rd Leave a reply
  9. Proposition 19 Transfer Benefit Increased to $1,022,600 on 2/16/2023 Leave a reply