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07/01/2025 - Heirs Want to Keep the House, But There’s No Cash
Trusts & Estates Section
Credit(s):
1 Participatory MCLE Credits
1 Legal Specialization in Estate Planning; Trust & Probate Law
In many probate cases, heirs want to keep the family home—but the estate lacks the cash to pay debts, cover expenses, or equalize distributions. That’s where probate loans, secured by the estate real property, come in.
Join California Certified Specialist R. Sam Price and Tanis Kluever from Commercial Loan Corporation for a practical and eye-opening session: “Heirs Want to Keep the House, But There’s No Cash: Using Probate Loans Secured by Estate Property to Solve Liquidity Problems and Protect Estate Assets.”
This program will expand your probate toolbox to guide your clients through:
Legally obtaining a probate loan secured by the estate’s real property
Using full or limited authority under the IAEA
Navigating the Notice of Proposed Action or court petition process
Understanding lender and title company requirements
Applying loans to prevent foreclosure, fund buyouts, qualify for the parent-child exclusion, or cover estate expenses
This isn’t about heir advances—it’s about loans for the estate, helping personal representatives solve tough liquidity problems while preserving family assets. Whether you’re new to probate or looking to deepen your expertise, this presentation will expand your ability to serve clients in creative, effective, and legally sound ways.
1 Participatory MCLE Credits
1 Legal Specialization in Estate Planning; Trust & Probate Law
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We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
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