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Acuña, Regli & Klein, LLP | Acuña, Regli & Klein, LLP

Acuna, Regli & Klein, LLP combines financial and legal professionals to help plan estates, represent businesses and conduct probate litigation from offices in Walnut Creek, California.

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Acuna, Regli & Klein LLP

Frank Acuna

1981 ●●●●●adway

Sui●●●245

Waln●●●●reek , California, 94596

United States

1.92●●●●1880
1.92●●●●5634
oh●@norcalbreg.com

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Acuna, Regli & Klein LLP

Frank Acuna

1981 ●●●●●adway

Sui●●●245

Waln●●●●reek , California, 94596

United States

1.92●●●●1880
1.92●●●●5634
oh●@norcalbreg.com

View this contact

Acuna, Regli & Klein LLP

Frank Acuna

1981 ●●●●●adway

Sui●●●245

Waln●●●●reek , California, 94596

United States

1.92●●●●1880
1.92●●●●5634
oh●@norcalbreg.com

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Acuña, Regli & Klein, LLP | Acuña, Regli & Klein, LLP | acunaregliklein.com Reviews

https://acunaregliklein.com

Acuna, Regli & Klein, LLP combines financial and legal professionals to help plan estates, represent businesses and conduct probate litigation from offices in Walnut Creek, California.

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Estate Planning | Acuña, Regli & Klein, LLP

http://www.acunaregliklein.com/estate-planning

Peace of Mind for You and Your Loved Ones. Acuña, Regli and Klein, LLP –. Serving the San Francisco Bay Area. The core of the firm’s practice is its expertise in estate planning and tax issues. Acuña, Regli and Klein’s attorneys have been selected by tax professionals and numerous charitable organizations as the attorneys of choice for clients and donors. Our attorneys have planned the estates of a number of law school professors and I.R.S. agents! Charitable Gift and Estate Planning. For answers to comm...

2

Joint Tenancy – Eight Reasons Why Owning Property with Someone Else Is A Bad Idea | Acuña, Regli & Klein, LLP

http://www.acunaregliklein.com/joint-tenancy-eight-reasons-why-owning-property-with-someone-else-is-a-bad-idea

Joint Tenancy – Eight Reasons Why Owning Property with Someone Else Is A Bad Idea. By Jacqueline J. Klein. People often own property with someone else: a spouse, relative, or friend. Co-ownership generally takes the legal form known as “joint tenancy”. It means that when one of you dies, the other joint tenant immediately owns all of the property. While it may seem like a good idea, holding property as a joint tenant often creates problems. Here are eight reasons why. 1 Lack of control. Married couples i...

3

Our People | Acuña, Regli & Klein, LLP

http://www.acunaregliklein.com/our-people

A Distinguished Team of Professionals. A Team of Legal and Financial Professionals. Frank R. Acuña – Partner, Attorney at Law. Click here to learn more. Frank R. Acuña is a California State Bar certified specialist in Estate Planning, Trust, and Probate Law. His practice includes estate planning; business and real estate succession planning; special needs trusts; inheritance litigation; and general business and real estate advice. Tracy S. Regli - Partner, Attorney at Law. Click here to learn more.

4

Practice Areas | Acuña, Regli & Klein, LLP

http://www.acunaregliklein.com/practice-areas

Preserving Wealth and Welfare for Clients, Their Businesses, and Their Families. Acuña, Regli and Klein. 8211; Serving the San Francisco Bay Area in Walnut Creek and Fairfield California. Our professional team handles legal issues relating to wealth transfers – helping clients find practical solutions to meet their goals. Probate and Trust Administration. Proper administration is essential handling probate and inheritance matters throughout California. Conservatorship and Special Needs Trusts. Joint Tena...

5

September 19, 2015 – PFAC Southern California Regional Education Day | Acuña, Regli & Klein, LLP

http://www.acunaregliklein.com/may-19-2015-is-your-retirement-account-a-ticking-time-bomb

September 19, 2015 – PFAC Southern California Regional Education Day. Phrases That Pay: Getting Your Invoices and Applications Approved 8:15 to 9:30 am. Location: The Grand, Long Beach CA. March 6, 2014: Why Disclaimer Trusts Make Sense -by Frank R. Acuña. Walnut Creek, CA 94596. Call for an Appointment. By Acuña, Regli and Klein, LLP, Attorneys at Law.

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Sponsors – Special Needs Planning Symposium | 2017

https://sntsymposium.com/sponsors

Thank you to all of our sponsors for being part of this great event! Get your company or brand in front of leading fiduciaries and special needs attorneys during this intimate event. Held in Santa Rosa, CA at the beautiful Hilton Sonoma Wine Country, Feb 17-18th, 2017. Philips Bonding and Insurance Agency, Inc. Probate and Fiduciary Bonds. Executor, Administrator, Conservator, Guardian, Trustee, Preliminary Distribution. Merrill Lynch Special Needs Team. Scott MacDonald and Dan Cutter. When a fiduciary p...

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Acuña, Regli & Klein, LLP | Acuña, Regli & Klein, LLP

Probate & Trust Administration. Conservatorship and Special Needs Trusts. Joint Tenancy – Eight Reasons Why Owning Property with Someone Else Is A Bad Idea. Bankruptcy What Can I Protect? April 22 – 25, 2015 – PFAC Annual Meeting – San Francisco, California. May 19, 2015 – Is Your Retirement Account a Ticking Time Bomb? May 31 – June 3, 2015 – CSTC Summer Symposium – Las Vegas, Nevada. Walnut Creek, CA 94596. Call for an Appointment. 1900 South Norfolk Street. Suite 350, San Mateo, CA 94403.

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