Estate Planning

Peace of Mind for You and Your Loved Ones

Acuña Regli

Serving the San Francisco Bay Area

 

 

 

 

 

The core of the firm’s practice is its expertise in estate planning and tax issues. Acuña Regli’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!

Everyone needs to plan for death or disability. Wills, trusts, and powers of attorney are the foundation of successfully caring for ourselves, or loved ones, and future generations. All clients meet with an attorney to review their personal situation and to devise an appropriate estate planning strategy. The firm’s expertise extends beyond traditional wills and living trusts. Clients and charities have used the firm to create estate plans utilizing:

  • Wills and Living Trusts for Singles, Married Persons, and Unmarried Partners
  • Durable Powers of Attorney for Health and Financial Decisions
  • Charitable Gift and Estate Planning
  • Asset Protection Plans
  • Gift Trusts (Crummey Trusts)
  • Insurance Trusts
  • Grantor Retained Interest Trusts
  • Qualified Personal Residence Trusts
  • Special Needs Trusts (Medi Cal Trusts)
  • Spendthrift Trusts
  • Premarital Agreements
  • Family Limited Partnerships

Acuña Regli’s attorneys believe, given time and careful planning, that no estate should suffer a loss from needless estate taxes or probate fees. For more information, contact our office or read our Frequently Asked Questions for answers to common questions about estate planning and other areas of law.

If you would like to schedule your initial free estate planning consultation, please call our toll free number, (866) 906 1880. You may also click below to obtain our short consultation questionnaire to prepare for your meeting with an attorney.

Please click here for a single person’s questionnaire. EP Single Questionnaire. Please click here for married persons questionnaire. EP Married Questionnaire.

Contact Us via email so that we can schedule an appointment with you and an attorney. You may also wish to download a short questionnaire to bring with you to your appointment.