Should I Stay or Should I Go, Evaluating Whether (or not) to Take a Case and What to Do if You Accept the Case?

Cost: $150 PFAC Member – $210 Non-Member

Speaker: Frank Acuna, Esq. and Tracy Regli, Esq.

CEU Awarded: 3.0 Practice Management

Presented Date: 05/05/2020



About the Course

  • What Is in the Documents?
  • What Is in the Estate?
  • Are There Other Sources of Funding and Payment?
  • What Is the Spending Plan?
  • Bottom Line: Should You Take the Case?
  • What’s your exit strategy?

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.

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.