Upcoming Events

Special Needs Planning Symposium

 Ethics Jeopardy (1hr ethics credit)

11:30 a.m. – 12:30 p.m.

Attorneys Frank Acuna and Tracy Regli are well known for their Jeopardy-themed ethics program. Watch the two Trebexites cover such topics as conflicts of interest, maintaining confidentiality, competence, and so much more. The two presenters will expect significant audience participation in parsing the most commonly seen ethics issues that arise in a special needs and estate planning practice and what concerns and solutions professionals utilize to manage these tricky situations.

April 1, 2017, Frank R. Acuña and Tracy S. Regli speaking at the Professional Fiduciary Association of California state-wide meeting on “Fiduciary Ethics.  10:00 a.m.  933 Jefferson Street, Fairfield, California.