Oakstone Law | Estate Planning, Family Office Advisory, Probate & Estate Settlement
Welcome to Oakstone Law
At Oakstone Law, our sole purpose is to provide exceptional expertise to you and your family focusing in the following practice areas:
- Trust & Estate Planning, Estate Tax & Wealth Transfer Planning – You have worked hard for your success. As you consider long-range decisions critical to the financial security of your loved ones, you deserve the best legal advice, delivered with a high level of service.
- Probate, Estate Settlement & Trust Settlement – We know first hand that losing a loved one can be debilitating. We are here to guide you through the process with compassion and integrity.
- Family Office Advisory Services & Family Trust Company Services – Oakstone’s founder, Bob Kleinknecht, has extensive experience working with family offices. He also has been an integral part of building the Florida Family Trust Company legislation which goes into effect October 1, 2015.
- Ancillary & Related Services – Everything else you need to tie your family’s particular goals and objectives together – and help reduce risk – including Charitable Planning, Domicile & State Income Tax Planning, and Business-Corporate Entity & Succession Planning.
Understanding Your Needs
At Oakstone, we understand that ultimately our job is to provide the peace of mind you’re looking for in planning for your family’s future. We also know that you’d like the peace of mind that comes with knowing you’ve chosen the right firm for the job. You’ll enjoy first-rate legal and technical expertise and a hassle-free experience with Oakstone.
We’ve taken the time to identify and understand the things that can make a law firm – or any firm – hard to work with. Are you tired of impersonal service, waiting days to get a return email or call, and surprise bills? We are too, and we’ve done something about it. At Oakstone, we have systems and procedures in place precisely designed to provide a responsive, friendly and positive.
And, we’ve moved beyond billing by the hour, so we can take whatever time is necessary to understand you and serve your unique needs. You can ask us questions whenever you have them, at no extra cost. You also know your entire cost for our services up front, with no surprises.
Convenience, Coupled With Security & Discretion
Your work with us benefits from the best available technology. You can access your information and important documents conveniently and easily via your own private and secure online portal. We’re available where and when you need us – electronically, over the phone or in person.
As for security, your law firm has an ethical responsibility to take steps to ensure that your data is securely stored and remains confidential. Data breaches at various firms across the globe are rampant, and increasing exponentially. At Oakstone, we take this responsibility very seriously.
Our systems employ bank-grade security, utilizing enterprise firewalls. Your data is stored in redundant US-only controlled-access facilities subject to 24×7 monitoring and military-grade encryption. This security is HIPAA, SEC & FINRA compliant. Overkill? Perhaps, but it’s our duty to keep your personal information secure.
If these attributes appeal to you, the next steps are a simple click away. Please click here to get in touch.