Estate planning is a dynamic process involving numerous people — you, your family, other individuals, and in many cases, charitable organizations of your choice. It also involves your assets and all the various forms of ownership and title those assets may take. Though the questions that must be answered can be complex, the services of an experienced estate planning attorney can prove to be invaluable in this effort.
From our offices in Bakersfield, Fresno, San Diego, and Santa Barbara, Klein DeNatale Goldner has helped many people develop and implement estate plans that protect assets and achieve other objectives. Our Bakersfield estate planning attorneys are committed to being accessible and responsive to clients' day-to-day and long-term strategic needs.
Our Estate Planning Services
At Klein DeNatale Goldner, we understand that preparing your family for the future is important to you. We take our role as your guide seriously.
Klein DeNatale Goldner provides a complete range of estate planning services, including:
- Wills and Trusts
- Tax Minimization Strategies
- Asset Protection
- Business Succession Planning
- Medi-Cal Planning
- Charitable Giving
In addition, we provide results-oriented representation in estate litigation involving:
- Will contests
- Probate disputes
- And trust disputes
What Are the Benefits of Having an Estate Plan?
Are you currently a homeowner? Having an estate plan in place can provide you and your family a variety of benefits. It leaves nothing to chance in the future and confirms that the assets you worked hard for are accounted for.
The benefits include:
- Providing for Your Family/ Loved Ones
- Protects Your Minor Children
- Minimizes Your Expenses
- Distributes Assets Quickly
- Eases Your Retirement Process
- Prepares for the Future
- Helps You Avoid Probate
When you have an estate plan set up you can ensure that your family is provided for after your passing. The experienced estate planning attorneys at Klein DeNatale Goldner are here to help guide you through the process. Let us help you get peace of mind, call today!
Business Succession Planning
Our estate planning attorneys have extensive experience helping business owners plan for the transition of their companies to new owners.
We understand the many complex issues that must be considered in this kind of planning, such as:
- How to minimize taxation
- Ensuring continuity in management
- Commercial real estate
As a business owner, you have to put your heart, sweat, and soul into making your company successful. The lawyers at Klein DeNatale Goldner recognize your legacy in this regard.
We will work diligently to lay the groundwork for a successful transition so that your business can continue to provide a stream of income for the new owner and employment opportunities for your loyal employees.
Probate & Estate Administration
Klein DeNatale Goldner provides cost-effective probate and estate administration services. When you choose our law firm, we work hard to complete all required tasks efficiently so that the estate's assets can be distributed to beneficiaries and heirs.
If you have been named a personal representative or executor of a California estate and you live outside California, we can handle all aspects of the administration process on your behalf.
Nancy Oehler is the leader of our estate planning and probate practice group. The team of estate planning and probate lawyers she heads is dedicated to providing quality representation and responsive client service.