Tracy Regli, Esq.

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.

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

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/

Tracy Regli, Esq.

IRA Rules and Strategies Every Fiduciary Must Know!

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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