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.

Come See Us At The 23rd Annual PFAC Educational Conference

Come See Commercial Loan Corporation At The PFAC Educational Conference #PFAC #Estate #Trust #Loans

Come See Commercial Loan Corporation At The PFAC Educational Conference

Come and see Commercial Loan Corporation at the 2018 Annual PFAC Education Conference. Commercial Loan Corporation will be hosting a booth in the Exhibit Hall. This year the 23rd Annual PFAC Educational Conference will be celebrating the legacy of success of California licensed professional fiduciaries. PFAC is proud to serve this honored profession by providing some of the most comprehensive and current education in the industry, partnering with proven presenters and speakers imparting skills and knowledge that you can put to use in your practice. Commercial Loan Corporation is proud to support this event and if you are attending we will be happy to see you there. The PFAC Educational Conference will be held at the Riverside Convention Center this year on May 30th – June 2nd, 2018.

Commercial Loan Corporation PFAC Ad 2018 Educational Conference

Commercial Loan Corporation PFAC Ad 2018 Educational Conference

Mike Riggs will be on hand at the conference to answer any questions that you may have on Proposition 13, Proposition 58 and how to best take advantage of the savings benefits with our trust & estate mortgages. You may also visit our Homepage for additional information on our Trust & Estate loans. For additional information on how to find us at the 23rd Annual FPAC Conference or about our specialized loans to trusts and estates, please call us at 877-464-1066.