Estate Planning

The core of the firm’s practice is its expertise in estate planning and tax issues.

Acuña ❖ Regli‘s attorneys have been selected by numerous tax professionals, financial professionals, and charitable organizations as the attorneys of choice for their clients and donors. Our attorneys have planned the estates of a number of law school professors and I.R.S. agents!

Everyone needs to plan for death or disability. Wills, trusts, and powers of attorney are the foundation of successfully caring for ourselves, or loved ones, and future generations. All clients meet with an attorney to review their personal situation and to create an appropriate estate planning strategy. The firm’s expertise extends beyond traditional wills and living trusts. Clients and charities have used the firm to create estate plans utilizing:

❖ Wills and Trusts for Singles, Married      Persons, and Unmarried Partners
❖ Durable Powers of Attorney for Health     and Financial Decisions
❖ Charitable Gift and Estate Planning
❖ Asset Protection Plans
❖ Gift Trusts (Crummey Trusts)

❖ Insurance Trusts
❖ Grantor Retained Interest Trusts
❖ Qualified Personal Residence Trusts
❖ Special Needs Trusts (Medi Cal Trusts)
❖ Spendthrift Trusts
❖ Premarital Agreements
❖ Family Limited Partnerships

Our attorneys believe, given time and careful planning, that no family should suffer a loss from needless estate taxes or probate fees.

Please call (925) 906-1880, toll free at (866) 906-1880, or email us at to schedule a free estate planning consultation.