Acuña, Regli & Klein, LLP Information

Acuña, Regli & Klein represents individuals and businesses with estate planning and business succession planning. We also represents individuals, banks, and professional fiduciaries with estate administration and receivership matters. All legal services are provided with the following core values in mind: * Empathy: Acuña, Regli, & Klein’s work is vital to the long term welfare of each client’s business, family, and estate. Each case receives the degree of attention and care our clients expect and deserve. * Effectiveness: Acuña, Regli, & Klein combines the experience of large firm attorneys with the attention to detail of a specialized boutique practice. Having earned a national reputation, we regularly accept referrals for complex estate planning and inheritance litigation cases from other law firms and local bar associations. * Expertise: Acuña, Regli & Klein draws upon a broad base of legal, financial, and business knowledge. Our attorneys represent banks and insurance companies and have taught estate tax, capital gains tax, and estate administration classes to the American Institute of Certified Public Accountants, the National Association of Enrolled Agents, the California Society of Tax Consultants, and the Professional Fiduciaries Association of California.