Care facilities are a significant elder care resource. However, they are increasingly becoming a litigation
target which could create liability for the professional fiduciary who has clients placed in them. This
course examines several theories of care facility and fiduciary liability and offers Best Practices to
establish fiduciary diligence and reduce fiduciary liability. Negotiated dispute resolutions will be
discussed and the course is offered by attorneys Tracy S. Regli and Frank R. Acuña, licensed professional
Lisa Soloway and mediator and care home owner Juliet Hahklotubbe.
B5 – Care Facility Disputes: The Issues And Possible Solutions
Speakers
Juliet Hahklotubbe, M.A.
Juliet Hahklotubbe, LMFT
For more than 20 years, Juliet Hahklotubbe has mediated care plans for the elderly and negotiated agreements with families in all areas of aging, health care, and long term cares. She has owned and operated care homes for the elderly for over 23 years, specializing in dementia and hospice care, and is a respected resource in mediating disputes between residents, family members, and care providers. Juliet has earned a B.A. in Human Development and an M.A. in Counseling Psychology. She holds professional licenses as a Licensed Marriage and Family Therapist and as a Residential Care Facility Administrator and is a Bar Association of San Francisco certified mediator.
Tracy S. Regli, Esq.
Acuña Regli, LLP
https://acunaregli.com/
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 settlements for her clients.
Frank R. Acuña, Esq.
Acuña Regli, LLP
https://acunaregli.com/
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.