Frank Acuña, Acuña Regli LLP

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.

IRA Rules and Strategies Every Fiduciary Must Know!

Fiduciaries are called on to understand complex tax structures and to implement tax effective retirement account strategies.

Member Price: $75

Non-Member Price: $105

CE Awarded:

1.5

Presented Date: August 27, 2021

Pre Intensive B – Special Needs Trust Administration – Reviewing the Fundamentals and Avoiding Common Pitfalls

This course was taught at the 2023 PFAC Conference and is a review of the fundamentals of SNT and how to avoid common pitfalls.

Member Price: $250

Non-Member Price: $350

CE / MCLE Awarded:

5.0

Presented Date: May 31, 2023

Tax Returns and Records Retention for Fiduciaries

This course will teach you about Tax Returns and Records Retention for Fiduciaries.

Frank Acuña, Acuña Regli LLP

Member Price: $75

Non-Member Price: $105

CE Awarded:

1.0

Presented Date: October 2, 2020

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

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?

Member Price: $50.00

Non-Member Price: $70.00

CE Awarded:

1.5

Presented Date: July 17, 2018

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

What Is in the Documents? What Is in the Estate? Are There Other Sources of Funding and Payment?

Member Price: $150

Non-Member Price: $210

CE Awarded:

3.0

Presented Date: May 5, 2020

https://pfac-pro.org/speaker/susan-brooksbank-mba-msee-bsme/

Frank Acuña, Acuña Regli LLP

IRA Rules and Strategies Every Fiduciary Must Know!

Pre Intensive B – Special Needs Trust Administration – Reviewing the Fundamentals and Avoiding Common Pitfalls

Tax Returns and Records Retention for Fiduciaries

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

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

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