Question 1

What are the practice areas of the company?

Accepted Answer

The company's practice areas include estate planning, probate and trust administration, conservatorship, and special needs trusts, as well as inheritance litigation.

Question 2

How can I create or update an estate plan during COVID-19 restrictions?

Accepted Answer

Acuña ❖ Regli has created an estate planning process that can be done entirely remotely, online, and with telephone/Skype/Zoom. To begin the process, you can email the company at contactus@acunaregli.com.

Question 3

How can the company assist with a loved one's incapacity?

Accepted Answer

The company can assist with conservatorship actions and can help with any trusts or powers of attorney your loved one may have signed. They maintain appropriate social distancing to keep you and your loved ones safe. To consult with an Acuña ❖ Regli attorney or to begin the conservatorship process, please email the company at contactus@acunaregli.com.

Question 4

How can the company assist after the passing of a loved one?

Accepted Answer

If your loved one had a living trust, the courts are usually not necessary, and the company can assist with trust administration immediately. For more information, you can email the company at contactus@acunaregli.com.

Question 5

What services does the company offer for tax professionals, financial planners, and other professional fiduciaries?

Accepted Answer

The company provides services and information for tax professionals, financial planners, and professional fiduciaries, in addition to their services for clients and their families.

Acuña Regli, LLP

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About Acuña Regli, LLP

Frequently Asked Questions about Acuña Regli, LLP

What are the practice areas of the company?

How can I create or update an estate plan during COVID-19 restrictions?

How can the company assist with a loved one's incapacity?

How can the company assist after the passing of a loved one?

What services does the company offer for tax professionals, financial planners, and other professional fiduciaries?

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