About

Provided by Klein DeNatale Goldner

Klein DeNatale Goldner’s Trusts and Estates team is deeply rooted in the Central Valley, serving families, agricultural enterprises, and closely held businesses across the region. We provide sophisticated estate and succession planning focused on wealth preservation, tax efficiency, and generational transfer, often serving as long-term advisors to clients across multiple generations.

Our practice includes designing and implementing estate plans and advanced estate and gift tax strategies, including revocable and irrevocable trusts, intentionally defective grantor trusts, and irrevocable life insurance trusts, while counseling on estate, gift, generation-skipping transfer, income, and California real property tax matters involving entity-held assets. We also represent fiduciaries in probate and trust administration, prepare related pleadings, and draft irrevocable trusts, powers of appointment, governing documents, and transactional agreements supporting business succession, real estate, and closely held enterprises. Our team delivers highly technical, strategic counsel grounded in deep regional roots and a commitment to long-term client success.

Chambers Review

Provided by Chambers

Trusts & Estates - Central Valley

Spotlight

What the Team is Known For

Klein DeNatale Goldner houses a robust estate planning and litigation practice. The Bakersfield firm represents high-net worth clients in will, probate and trust disputes, as well as advising on tax minimization, business succession planning and asset protection.

Key contact

Barry Goldner is a key contact.