Partnering with Acuña, Regli & Klein to Provide Excellent Client Service

Acuña, Regli & Klein  - Serving the San Francisco Bay Area From Walnut Creek, Fairfield, and San Mateo, California

Acuña, Regli & Klein has built its success on word of mouth and client referrals from:

* Attorneys

* Tax Professionals

* Financial Professionals

* Insurance Companies

When clients retain us, we track the referral source and know what services each of our referral sources provide. Acuña, Regli & Klein does not compete with our referral sources by preparing tax returns, providing financial services, or practicing law outside of our core competency. We will never cross-refer your clients.

Our goal is simple: To have your clients return to you, grateful for the referral you made.

a. Attorneys:

Acuña, Regli & Klein is a safe destination to refer estate planning, business and real estate, and probate/trust administration clients, supplementing the services you provide to your clients. If you have begun a probate or trust administration, our firm is available to associate or as a referral when a contest is filed. Personal injury attorneys will find that associating us to create a special needs trust for litigation proceeds is an important added value that increases client satisfaction and reduces the risk of a malpractice lawsuit.

b. Tax Professionals:

Our attorneys work collaboratively with tax professionals to create the best estate plan possible that will not upset your careful income and capital gains tax planning. Indeed, Acuña, Regli & Klein will not handle anything but the most basic business and estate planning matters until our advice has been reviewed by the client’s tax professional.

The firm’s expertise is widely recognized in the tax community. Attorney Frank R. Acuña has been chosen by the American Institute of Certified Public Accountants, the National Association of Enrolled Agents, and the California Society of Tax Consultants to teach their members about estate tax and capital gains tax.

c. Financial Professionals:

As the saying goes, ‘It is not what you earn, it is what you keep.” With careful planning and estate administration, your clients will transfer the maximum amount legally possible to their heirs and beloved causes, safe from probate, taxes, and frivolous lawsuits.

Acuña, Regli & Klein has built a solid reputation with financial professionals by enhancing the relationships they have made with their clients, and developing new areas in which a financial professional may serve.

d. Insurance Companies:

Attorneys, tax professionals, and financial professionals are the “deep pockets” in the current explosion in contested estates. Acuña, Regli & Klein is available to associate with your current defense counsel, or to handle cases directly which involve will, trust, and estate administration issues.

Frank R. Acuña began his career as an insurance defense attorney, retained by companies such as The Hartford, Travelers Insurance Companies, Chicago Title Company and the California Insurance Guaranty Association on coverage matters and errors & omissions defense. The firm is not filled with “litigators” who push paper and have never tried a case. Mr. Acuña has tried bench and jury trials in state and federal court, in civil, criminal, probate, and family law departments.

e. Banks and Credit Unions:

Acuña, Regli & Klein will represent your trust department in a wide variety of matters and is available to defend you, should the need arise. The firm understands the banking community, having worked for or represented a wide variety of banks, savings and loans, credit unions, and regulators, including: Federal Deposit Insurance Company, Resolution Trust Corporation, Federal Savings & Loan Insurance Company, Coast Federal Savings, Citibank, Wells Fargo Bank, and Provident Credit Union.