Preserving Wealth and Welfare for Clients, Their Businesses, and Their Families
Acuña Regli – Serving the San Francisco Bay Area in Pleasant Hill and Fairfield California
Our professional team handles legal issues relating to wealth transfers – helping clients find practical solutions to meet their goals.
- Estate Planning: Designing and implementing efficient and tax effective estate plans. Recognized as experts in the estate planning field, our attorneys teach attorneys, tax professionals, fiduciaries, and financial professionals about the most current estate planning techniques.
- Probate & Trust Administration: Proper administration is essential handling probate and inheritance matters throughout California.
- Contested Estates: A strong background in civil litigation makes Acuña Regli the cost effective choice to handle inheritance contests and estate administration disputes.
- Trustee Services: Assisting family member trustees, licensed professional fiduciaries, banks, and institutional fiduciary departments.
- Conservatorship and Special Needs Trusts: Assisting family members with designing and implementing comprehensive care plans and benefit optimization strategies for disabled children, adults, and senior citizens suffering from dementia.
- Business Services: Counseling businesses from incorporation to dissolution and everything in between.
- Mediation: Mediation is a voluntary settlement process which reduces the time, expense, and emotional cost of litigation.