Conflicts of Interest: What You (And Your Clients) Need to Know!

Frank Acuña, Esq., Acuña & Regli, LLP

Tracy Regli, Esq., Acuña & Regli, LLP

1.0 CE/MCLE – Person
$45 PFAC Member – $65 Non Member

About Frank Acuna, Esq.

Frank R. Acuña is a founding partner of Acuña & Regli, LLP, with offices located in the San Francisco Bay Area. Acuña & Regli has built its practice around the needs of licensed professional fiduciaries throughout the State of California. He is a California State Bar Certified Specialist in Estate Planning, Probate, and Trust Law and was admitted to the California Bar during 1985.

About Tracy Regli, Esq.

Tracy S. Regli is a founding partner of Acuna & Regli, LLP. Tracy focuses her practice on probate and trust administration, fiduciary representation, conservatorship and special needs planning. She has assisted many banks, fiduciaries, and family members with administering large and small estates throughout California. Prior to starting the firm, Tracy worked for a national real estate investment trust, negotiating and drafting commercial real estate transactions. Her extensive business experience makes her a more effective lawyer when administering estates and negotiating disputes for her clients.

About the Session

Are you aware of the situations which create conflicts of interest? Can you clearly identify who is the client, and to whom you owe fiduciary duties, including the duty of confidentiality? What about attorneys who refer you cases and who may owe duties to you and to others? This is the course for identifying and handling conflicts of interest and avoiding lawsuits! We will examine common conflict of interest situations and how to resolve them (including conflicts of interest created by your attorney!). We will also provide checklists for fiduciaries to use when they first take cases to determine whether they are safe from actual or potential conflicts of interest.

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How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives