ESTATE PLANNING AND TRUST COUNCIL OF LONG BEACH

In this presentation, Certified Reverse Mortgage Professional Pete Tentler delivers an actionable, risk-mitigation framework designed to help estate planning attorneys and fiduciaries navigate reverse mortgages safely and ethically. Moving from fundamental mechanics—such as line-of-credit growth strategies, non-borrowing spouse protections, and debunks of common myths—to advanced due diligence, the talk highlights ethical boundaries, power of attorney constraints, and red flags for elder financial abuse and gray divorce. Crucially, Tentler outlines the legal liabilities surrounding maturity events and default triggers, equipping practitioners with concrete strategies to prevent unintended foreclosures, document fiduciary decisions, and protect both client equity and practitioner liability.

Pete Tentler is a nationally recognized reverse-mortgage specialist with nearly three decades of experience in senior housing finance, consumer-protection matters, and regulatory compliance. He holds the elite Certified Reverse Mortgage Professional (CRMP®) designation—awarded to fewer than 250 professionals nationwide—and is the founder of Independence Reverse Mortgage.

Thank you to our Speaker Sponsor Jim Better