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.
Lisa M. Soloway
Soloway Fiduciaries, Inc.
http://www.solowayfiduciaries.com/
Lisa Soloway is a California Licensed Professional Fiduciary and owner of Soloway Fiduciaries, Inc. She has been administrating trusts, estates, and Conservatorships for seventeen years. The Contra Costa court regularly appoints Ms. Soloway to resolve contentious family matters and provide complex trust analyses and accountings. Lisa is a long-time member of the Estate Planning Council of Diablo Valley and is President of the board of directors. She is a proud member of the Professional Fiduciary Association of California, Past President of the East Bay Chapter, and a current board member. Lisa also sits on the board of Wellspring Educational Services in Walnut Creek and the Regional Center of the East Bay.
Tracy S. Regli, Esq.
Acuña Regli, LLP
https://acunaregli.com/
Tracy S. Regli is a founding partner of Acuña Regli. She is a California State Bar certified estate planning, trust, and probate law specialist. 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, and the Professional Fiduciary Association of California (PFAC). 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, Esq.
Acuña Regli, LLP
https://acunaregli.com/
Frank Acuña is a founding partner of Acuña Regli, LLP. He is a California State Bar certified estate planning, trust, and probate law specialist. His practice includes estate planning; inheritance litigation; business succession planning; special needs trusts; and farm, ranch, and vineyard succession planning. Acuña Regli, LLP has offices in Pleasant Hill, with satellite offices in Fairfield and Berkeley.