Acuña, Regli & Klein, LLP

 - - Serving the San Francisco Bay Area From Walnut Creek, Fairfield, and San Mateo, California - -

Acuña, Regli & Klein represents individuals, businesses, and financial institutions with estate planning and related corporate, real estate, estate administration, and business succession planning.  The firm also represents lenders with foreclosure and receivership matters.

We provide legal services with the following core values in mind on every case:

* Empathy: Because our work is vital to the long-term welfare of each client's business, family and estate, we treat each case with the degree of attention and care that our clients expect and deserve. No law firm will care more about our clients.

* Effectiveness: Our trust administration practice alone has handled estate matters and trust administration cases totaling over $50 million in asset value. Because of our reputation, we regularly accept referrals for the most complex cases.

* Expertise: Acuña, Regli & Klein draws upon a broad base of legal, financial and business knowledge. The firm’s attorneys represent banks and insurance companies and have been invited to teach the America Institute of Certified Public Accountants, the National Association of Enrolled Agents, the California Society of Tax Consultants, and the Professional Fiduciaries Association of California about estate tax, capital gains tax and trust administration issues.