“Fiduciary Duty” and “Fiduciary Ethics” are words that seem to strike fear into the hearts of professional fiduciaries, but they shouldn’t. Once duties are understood, ethical issues become much easier to navigate. Attorneys Frank Acuña and Tracy Regli will lead a lively discussion of fiduciary duties, issues that arise, and how to navigate ethical issues with minimal liability. Case studies are taken from matters we have recently handled.
C3 – Ethical Hot Topics
Speakers
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 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.