A Team of Legal and Financial Professionals
Acuña, Regli and Klein, possesses over 45 years of real-world experience in law, real estate and business operations. In addition to California State Bar certification in estate planning, Frank R. Acuña has significant trial experience. Tracy S. Regli brings over ten years of experience negotiating commercial real estate transactions. Jacqueline J. Klein earned an MBA and worked in corporate finance and planning before becoming a lawyer. With this breadth of experience at your disposal, you may rest assured that your legal issues will be handled effectively.
Frank R. Acuña - Partner, Attorney at Law Click here to learn more.
Frank R. Acuña is a California State Bar certified estate planning, trust and probate law specialist. His practice includes inheritance contests; business succession planning; special needs trusts; and general business and real estate advice and litigation.
Tracy S. Regli - Partner, Attorney at Law Click here to learn more.
Tracy S. Regli represents clients in trust administration, probate, full and limited conservatorships and real estate transactions in Alameda, Contra Costa, and Solano Counties. She possesses a broad range of experience to assist her clients in negotiating these complex areas of the law.
Jacqueline J. Klein – Partner, Attorney at Law Click here to learn more.
Jacqueline J. Klein represents clients in our corporate, bankruptcy and real estate practice areas. Her background in business finance enables her to guide both individuals and small business clientele through a wide spectrum of legal issues.
Lennelle Glissman - Office Manager
Lennelle Glissman has extensive experience supporting Senior Executives in a team management environment with Macy's West. Vendors, team members and superiors all value Lennelle's "can do" attitude. Ms. Glissman also brings a background in insurance underwriting and risk assessment budgeting. Her strong sense of finishing the job well done provides our clients and referral sources with a second point of contact. In addition to managing our office, Ms. Glissman supports the estate planning practice area for the firm.
