Frank R. Acuña
Frank R. Acuña is a California State Bar certified specialist in Estate Planning, Trust, and Probate Law. His practice includes estate planning, business and real estate succession planning, special needs trusts, inheritance litigation, and general business and real estate advice.
Frank’s estate planning practice ranges from individuals of modest means to large, complex estates. His most satisfying cases involve creating / maintaining eligibility for Medi-Cal and Social Security Disability benefits for special needs children and adults.
He is also a nationally recognized expert in real estate wealth transfers and in succession planning for farms, ranches, and vineyards.With more than 27 years of front-line legal experience in the business, insurance, and banking worlds, professionals and businesses rely on Mr. Acuña as their outside general counsel.
He listens with the ear of a business owner, diagnoses business, and legal issues that arise, and creates teams of professionals to guide and protect his business clients.When otherwise unavoidable, Frank is a well-qualified trial attorney. Where other attorneys push paper through years of litigation, Frank is focused on trial tactics and formulates a strategy to produce the best outcome at settlement or trial. It is the difference between an experienced trial attorney and an ordinary “litigator.”
As a professional advisor, Frank has taught tax seminars for the National Tax Practice Institute, the California Society of Enrolled Agents, the California Society of Tax Professionals, and a number of state and local chapters of the National Association of Enrolled Agents and the American Institute of Certified Public Accounts. He is a featured speaker for the Professional Fiduciary Association of California and the California Association of Public Administrators, Public Conservators, and Public Guardians. He advises tax, fiduciary, and real estate professionals throughout California and was honored by the California Society of Enrolled Agents as its 2010 Booster of the Year.