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Team of Legal and Financial Professionals
Acuña & Casas, P.C., is a multi-cultural law firm with attorneys and staff who speak Spanish, Mandarin Chinese and Korean. We handle cases in a focused range of practice areas relating to estate planning, probate and trust administration, contested estate litigation, business and real estate law, and other legal matters related to wealth transfers.
Frank R. Acuña - Attorney at Law
Frank R. Acuña He formed a small firm in 1991 and later created a professional association with law school buddy, Daniel E. Casas. Daniel E. Casas, retired, but Acuña & Casas, P.C. remained. The firm name is a reminder of its beginnings and the ongoing emphasis on the synergy of working together with other professionals. Click here to learn more.
Frank Huang – Attorney at Law Click here to learn more.
Kwi Yong Lee – Attorney at Law Click here to learn more.
Daniel E. Casas, Retired
Loren R. Acuña – Probate & Trust Administration, Sr. Paralegal
Loren Acuña graduated from the University of California, Berkeley with a Bachelor of Arts & Science in Political Economics of Industrial Societies with an emphasis in Urban Economics, 1982 and with a Masters in Business Administration from the University of Southern California, 1992. Ms. Acuña joined the firm in 2000 to provide firm management and development of the growing Probate and Trust Administration practice area. Ms. Acuña brings over 10 plus years of experience in banking and finance and seven years paralegal and financial management to the firm.
Jacqueline J. Klein – Certified Law Student
Jacqueline Klein is currently a student at JFK Law School. Ms. Klein graduated from St. Cloud State University, Indiana with a Bachelors of Science in Finance. Since joining Acuña & Casas, P.C. in 2003 she has provided in-depth, organized, project management and legal support to our growing Corporate Services practice area. Her background as a financial analyst with Bank of America and Zellerbach Paper Company, along with her Masters in Business Administration, Indiana University, 1980 is a real plus to our corporate clientele.
Sharon G. Gravesen – Client Services & Marketing Administration
Sharon Gravesen puts panache and poise into all of her contacts with our clients and referral sources. She has over eleven years experience in legal services. She has provided support in a variety of law offices, including litigators and senior partners. To find out more about how we work with referral sources, please contact Sharon Gravesen directly.
Matthew Hall – Bookkeeper
Matthew Hall provides administrative support for our growing office in bookeeping and accounting controls. He is currently completing an AA degree in accounting with Diablo Valley Community College. As an accounting professional, Matthew has a wide variety of industry experience with manufacturers and distributors. His background in accounting and computer administration provides a core support function for our office.
Ashley Joachim – Document Clerk
Ashley Joachim offers dedicated and organized support for our transactional practice area as well as our burgeoning litigation practice areas. She completed Heald Business College in 2006 and brings her positive attitude and customer service experience to Acuña & Casas, P.C..
Betty Jo McDaniel - Calendar Coordinator
Betty Jo McDaniel brings significant experience in assessing individual needs for accounting, tax and payroll services. She provides calm and professional assistance to our clients and potential clients. She manages multiple calendars within our office while maintaining a positive and problem-solving attitude. She attended Mt. San Jacinto College with an emphasis on Business and Accounting Principles. Betty is eager to assist you in obtaining an initial consultation with one of our attorneys.
