D6 – What To Do With Stale Trusts

Tracy S. Regli is a founding partner of ACUÑA * REGLI.  Tracy focuses her practice on probate and trust administration, fiduciary representation, conservatorship and special needs matters. She has assisted many banks, fiduciaries, and family members with administering large and small estates throughout California. Prior to starting the firm, Tracy worked for a national real estate investment trust, negotiating and drafting commercial real estate transactions. Her extensive business experience makes her a more effective lawyer when administering estates and negotiating disputes for her clients. Tracy is an active member of the Alameda and Contra Costa Bar associations, the Professional Fiduciary Association of California (PFAC), and the Southern Alameda Estate Planning Council. She serves as a board member on the Contra Costa County Bar Association Estate Planning and Probate Section and is court-appointed counsel for proposed conservatees in Contra Costa County. Tracy is a sought-after speaker and has spoken at PFAC, Estate Planning Council meetings and conventions.

Frank R. Acuña is a founding partner of Acuña*Regli, located in Pleasant Hill, California, with satellite offices in Berkeley and Fairfield, California.  Mr. Acuña is certified by the State Bar of California as an estate planning, probate, and trust administration specialist.  His practice is built around the needs of tax professionals and includes estate planning, probate and trust law, business succession planning, and inheritance litigation.