Referring Professionals

Partnering with Acuña Regli to Provide Excellent Client Service

Acuña Regli  – Serving the San Francisco Bay Area in Pleasant Hill and Fairfield, California

 

 

 

 

 

Acuña Regli built its success on word of mouth and client referrals from:

* Attorneys

* Tax Professionals

* Financial Professionals

* Insurance Companies

When clients retain the firm, they know which services each referral sources provide.  The goal is to strengthen your relationship with your clients.  Acuña Regli does not compete with referral sources by preparing tax returns, providing financial services, or practicing law outside of core competency. They will never cross refer your clients.

The firm’s goal is simple: to have your clients return to you, grateful for the referral you’ve made.

a. Attorneys:

Acuña Regli is a safe destination to refer estate planning, inheritance litigation, and probate/trust administration clients, supplementing the services you provide to your clients. If you have begun a probate or trust administration, the firm is available to associate or as a referral when a contest is filed. Personal injury attorneys will find that associating with the firm 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:

The professionals at Acuña Regli 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, the firm consults with their clients’ tax professionals before proceeding with advanced business and estate planning matters.

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, among others, to teach their members about estate tax, fiduciary income 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 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 have become the “deep pockets” in contested estate litigation. Acuña Regli 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 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 represented a wide variety of banks, savings and loans, credit unions, and regulators.