Tracy Regli, Esq.

speaker-tracy-regli

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.

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
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/