Oakstone Law opens in Naples with new approach to estate planning

06/05/2014

NAPLES, Fla. (June 5, 2014) – Robert T. Kleinknecht has announced the opening of Oakstone Law PL, a new estate planning and estate settlement legal services firm located at 5137 Castello Drive, Suite 2 in Naples, Fla.

Kleinknecht has 15 years’ experience including most recently more than eight years serving as a personal, in-house estate, tax and charitable planning attorney for a Forbes 400 family in New York and Florida. Prior to that, he was an estate planning and estate settlement attorney with prominent firms in Boston and Washington, D.C. after beginning his career with a boutique firm in Naples, Florida. Licensed in Florida and Massachusetts, Kleinknecht has developed a practice model that eliminates billing by the hour and offers a streamlined, customized client process supported by technology, security and a personal approach.

“After years of working with high wealth Forbes 400 members, professional athletes and C-level executives of publicly held companies, we have created a more effective estate planning process,” says Kleinknecht. “Our clients want to be aware of their costs up front with no surprises. They want to be able to call or email when they need us, and they want their other advisors to be able to do so as well, all without worrying about the meter running, so that is what we deliver. With our advanced technology, clients of Oakstone Law can access information conveniently and securely at any time.”

As an adviser to families on multi-generational planning, including wealth transfer tax (estate, gift and generation-skipping tax) strategies and family transitions, Kleinknecht also has extensive experience with family office structure and planning, family (private) trust company planning, charitable giving techniques and private foundations structure and operations. 
He is a graduate of the University of New Hampshire and received his juris doctor degree from Drake University in Des Moines, Iowa. He is currently a member of the Florida Bar, Real Property Probate & Trust Law Section, Estate Trust Tax Planning Committee, Family Trust Company Subcommittee, and the Asset Protection Committee.

For more information on Oakstone Law visit oakstonelaw.com or call 239-206-3454.