This class is designed for beginning fiduciaries. There aremany administration details and steps not
taught in any book that are important to do right. We will provide you a basic overview of the steps to
jumpstart and set up a smooth sailing trust administration. We will review basic terminology, go step by
step in the trust administration process and provide an overview of the most commonly used
documents for trust administration purposes. We will touch on basic accounting principles, but this class
will not discuss in detail trust accountings. This class will save you time in the future and let you rest
easy you have laid a good foundation for your trust administration; leaving you with energy to handle
the fun beneficiaries!
E4 – Jumpstart your first trust administration: Stuff no one explains, explained!
Speakers
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. 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.