Estate Planning, Trusts, Estate Settlement & Related Services

Trust & Estate Planning, Estate Tax & Wealth Transfer Planning:

Are you looking to put a plan together to protect your family in the event of death or disability? Or perhaps you’re concerned about your estate tax exposure? We go beyond the typical trusts & estates practice – we start with the end in mind. How do you see your family’s future in an ideal world? We strive to help you get there, in the most practical and tax-efficient manner.

Click here to review our unique estate planning approach, including our 6-Step Family Wealth Planning Process.

Probate, Estate Settlement & Trust Settlement:

If someone close to you has passed away, first – we are very sorry. If you like, when you’re ready, we can help you get through this most challenging period by managing an orderly settlement process. Click here to learn more.

Domicile Advisory Services:

Are you considering changing residency to the State of Florida? There are many factors you should be taking into account. This can be tricky. At Oakstone Law, we know what it takes to make the switch – safely and confidently.

Tax Planning:  State and Federal Income, Gift, Estate and Generation-Skipping:

You may have concerns about the government’s share of your family’s inheritance. We offer a complete analysis of your overall family tax exposure and of course suggestions for minimizing it or at least preparing for it.

Charitable Planning:

At Oakstone, we have extensive experience helping and advising charitably inclined individuals and families. We can help you decide between options like charitable remainder trusts (CRUTs), charitable lead trusts (CLATs), private foundations and donor-advised funds. We can set these up for you and show you how they can be tied into your estate plan to achieve your family goals in a tax-efficient manner. We can also help you avoid the many IRS pitfalls along the way. We’ll help feel good about doing some good.

Family Trust Companies:

Oakstone’s Bob Kleinknecht has been an integral part of developing Florida’s new Family Trust Company legislation which becomes effective October 1, 2015. We expect that a number of families will decide to move their existing FTC to Florida or create new FTCs in Florida. We are ready for this exciting opportunity. Click here to learn more.

Family Office Advisory Services:

Bob spent over eight years as in-house counsel to a large single family office with offices in New York and Florida. Here at Oakstone, we are well-versed in the do’s and don’ts of family office structure and strategy. We can help you decide on a structure and set up procedures and policies to help put your new family office (or existing family office) on the path to success. Click here to learn more.

Business & Corporate Entity Planning:

Need an LLC for your rental property? Want to talk to someone about the pros & cons of Inc. vs. LP vs. LLP vs. LLC? Concerned about business succession planning? At Oakstone, we have formed hundreds of these entities and helped families and individuals incorporate them into their overall business, estate and asset protection plans. We can help you decide which entity is right for you, how to set it up and show you best practices for operating it to ensure the protection you’re looking for.

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Oakstone Law
1415 Panther Lane, Suite 439
Naples, Florida 34109
Tel: 239.206.3454