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Best Estate Planning Attorneys in Bakersfield, CA

Our Recommended Top 7

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Our goal is to connect people with the best local professionals. We scored Bakersfield Estate Planning Attorneys on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

85Reviewed

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7Top Picks

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Providers

featured provider = Featured Provider

Bakersfield, CA 93309

Expertise.com Rating

Review Sources

Google
4.4 (7)

Why choose this provider?

LeBeau-Thelen, LLP is a Californian civil practice firm that specializes in business litigation, construction, real estate, insurance defense, casualty, professional liability, labor and employment law, and agriculture. It also handles oil and gas law, water law, environmental law, taxation, business planning, probate, corporations, partnerships, receiverships, conservatorships, trusts, and estate planning. It takes a results-oriented approach, aiming to deliver creative and practical legal solutions for its clients. The firm has practiced in California for more than 30 years, and it is well-known for its commitment to quality. The lawyers here have decades of combined experience, which they use to help individuals and start-up businesses, as well as corporate, institutional, and governmental clients. LeBeau-Thelen provides professional services in Kern, Kings, Tulare, Fresno, San Luis Obispo Counties, as well as in northern Los Angeles County and the rest of the state of California.

Attorney Information

Attorney NameBar StatusExperience
Bernard Lebeau - Managing PartnerActive46 yrs

Bakersfield, CA 93309

Expertise.com Rating

Why choose this provider?

Insight Wealth Strategies is a financial planning firm that offers a full range of services to its clients -- including retirement planning, wealth management, 401K rollover, tax reduction strategies, long-term care, annuities, and life insurance services. The firm creates customized financial plans for individuals, couples, and families, and it offers a free, no-obligation, 90-minute meeting to anyone who wants to learn more. Insight Wealth Strategies has several offices in California (San Ramon, Livermore, Point Richmond, Bakersfield, and Irvine), as well as an office in Houston, Texas.

Bakersfield, CA 93301

Expertise.com Rating

Review Sources

Google
4.5 (12)
Yelp
3.0 (4)

Why choose this provider?

The Wright Law Office provides elder law, estate planning, and medical planning for clients in Bakersfield, where it has practiced for more than a quarter of a century. It is a family firm with particular experience helping older and disabled people to protect their assets.

Attorney Information

Attorney NameBar StatusExperience
Larry Wright - PrincipalActive33 yrs

Bakersfield, CA 93312

Expertise.com Rating

Why choose this provider?

Michael Burger & Associates is an appraisal specialist that has served the local area for more than a quarter of a century. It helps clients with residential, commercial, industrial, and agricultural real estate appraisals, as well as offering right of way and condemnation appraisal services for property owners and government entities. The appraisers here draw upon decades of experience, and they are fully qualified to deliver valuation services for estate planning, tax planning, and divorce purposes. Michael Burger & Associates is based in Bakersfield and serves clients throughout Kern County. It also provides some services in Tulare, Fresno, and Los Angeles.

5601 Truxtun Ave Ste 195, Bakersfield, CA 93309

Expertise.com Rating

Review Sources

Avvo
5.0 (3)
Google
5.0 (2)
Yelp
5.0 (1)

Why choose this provider?

Bynum & Wells, LLP is a Kern County firm that provides friendly and personalized legal representation and advice in the areas of real estate law, estate planning, probate, trust administration, corporate law, and divorce mediation. The firm has earned a name for professionalism and efficiency, and local people are grateful for the helpful and personable approach that it takes.

Attorney Information

Attorney NameBar StatusExperience
David Bynum - PartnerActive16 yrs
Anna Wells - PartnerActive13 yrs
Anna Wells - PartnerActive13 yrs

1601 F St, Bakersfield, CA 93301

Expertise.com Rating

Review Sources

Avvo
5.0 (15)

Why choose this provider?

Wall Wall & Peake is a California legal firm with a focus on efficiency and personal service. It specializes in estate planning, probate representation, business law, real estate law, construction law, landlord representation, eviction services, public agency law, and municipality law. The attorneys at the firm each have more than 25 years of experience in their profession, and the firm itself has a history in Bakersfield and Kern County that dates back more than 60 years. Clients who engage the firm for estate planning and probate services can expect to be assisted by attorney and partner John Wall, a Bakersfield native who has almost 40 years of legal expertise. Mr. Wall has been admitted to practice law in the United States Court of Appeals for the Ninth Circuit, and he has considerable experience in matters concerning wills and trust administration. His firm helps individuals, families, and businesses in Bakersfield and the surrounding areas, offering advice and representation at a reasonable price.

Attorney Information

Attorney NameBar StatusExperience
John Wall - PartnerActive46 yrs

Santa Clarita, CA 91351

Expertise.com Rating

Review Sources

Facebook
4.6 (5)

Why choose this provider?

The Werner Law Firm is a Southern Californian legal firm that has served its clients for more than 40 years. The company has won numerous awards, including Attorney of the Year from the SCV Bar Association and a Reader's Choice Award for Best Attorney from the Daily News. It offers a free initial consultation for anyone who wants to learn more.

Attorney Information

Attorney NameBar StatusExperience
L. Rob Werner - Founding AttorneyActive49 yrs

Compare our Top Estate Planning Attorneys

NameExpertise RatingAddressPromotionsLearn more
LeBeau-Thelen, LLP
Insight Wealth Strategies
The Wright Law Office
Michael Burger & Associates
Bynum & Wells, LLP
5601 Truxtun Ave Ste 195, Bakersfield, CA 93309
Wall Wall & Peake
1601 F St, Bakersfield, CA 93301
The Werner Law Firm

Disclaimer:  Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

FAQs

  • What is the non-emergency contact number for the local police station in Bakersfield, California?

    The non-emergency contact number for the Bakersfield Police Department is 661-327-7111.

  • When is a Bakersfield estate subject to estate taxes?

    Estates in Bakersfield with personal property value exceeding $166,250 or real property value greater than $55,425 are subject to estate taxes or the probate process. However, the estate tax exemption in California is currently $12.06 million for single individuals and $24.12 million for married couples. In order to minimize exposure to estate taxes, individuals are advised to work with an estate planning attorney in the creation of trusts and other devices.

  • How does a gap analysis assist Bakersfield succession plans?

    Gap analyses are essential to succession plans in Bakersfield, as they help determine achievement gaps and potential solutions. According to the California Department of Human Resources, the aim of a gap analysis is to determine leadership succession candidates and strategies for developing their talents. The analysis should also consider the skills and qualifications imperative to the business's success.

  • How are powers of attorney beneficial to Bakersfield business owners?

    Apart from a succession plan, business owners in Bakersfield are advised to create a financial power of attorney for protection during emergencies or long-term complications. This allows them to delegate to a trusted family member tasks such as financial decisions during day-to-day operations, the filing of business taxes, and business transactions.

  • How often must buy-sell agreements in Bakersfield be reviewed?

    Business partners in Bakersfield are generally advised to review buy-sell agreements annually, as it would allow them to revisit each other’s interests and the value of the business, ensure that the buy-out triggers and conditions are still valid, and recalibrate the terms to match financial changes. In the event of a partner’s retirement or death, a proper buy-sell agreement protects each party’s investment and interest in the business.

  • What are advanced estate solutions in Bakersfield?

    One of the most common advanced estate solutions in Bakersfield is a revocable trust or a living trust, which allows individuals to manage assets during their lifetime and bypass the probate process. For those with a child or grandchild with special needs, a special needs trust helps provide them with lifetime financial support and medical care, living arrangements, and appropriate employment.