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.

Speakers: Tanis Kluever and Sam Price

Non-Member Price
$75.00

Member Price
$55.00

Tanis Kluever is an experienced Senior Account Executive at CLOANC, where she has been for over six years. Over the course of her career, she has successfully closed more than 500 trust and estate loans as well as over 300 conventional mortgages. Tanis is dedicated to providing clients throughout California with the financial insights and advice necessary to make well-informed decisions for themselves and their families. She collaborates closely with clients, attorneys, and fiduciaries to ensure a seamless and straightforward lending experience. 

Clients working with Tanis can expect the highest levels of integrity and honesty. She is committed to supporting families through any challenging times they may encounter. Tanis lives in Orange County with her husband, their three-year-old daughter Annabelle, and their two dogs, Wrigley Bear and Beau. She enjoys spending outdoor time with her family and keeping up with their energetic toddler!

R. Sam Price is an experienced and highly educated attorney who’s passionate about helping others.  Sam’s exceptional talent is to make complicated legal jargon and court procedures, simple and easy to comprehend.
 
Sam has practiced law for 23 years, earned an LL.M. in taxation, and is a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization.  Sam is the Chair of the San Bernardino County Bar Association Estate Planning & Probate Section, and a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association.  Sam is the managing attorney of the growing boutique law practice, Price Law Firm, APC, which focuses on estate planning, trust, and probate law. 
 
Sam is the loving husband of his British TV reporter wife, Tiffany, and the proud dad of their seven-year-old son, Parker.