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.