Customized Estate Planning, Probate And Trust Administration

An Estate Planning Law Firm That Puts Families First

Fresno estate planning attorney Jonathon L. Petty, who has been practicing law since 2010 and founded the Estate Planning Law Office of Jonathon L. Petty in 2014, grounds his practice on the principles he learned during his previous career as a college philosophy professor. As a professor, he studied and taught about the value of individual’s choices related to those around them. In both estate law and philosophy, he asserts, it is critical to find innovative, unique solutions to pressing problems.

Mr. Petty’s approach to crafting your estate plan goes far beyond knowing which form to use. He encourages robust conversations with his clients to discover their needs, hopes, dreams and aspirations they hold for the next generation. This allows him to customize a plan that reflects their life story.

To learn more about Mr. Petty’s professional background, click on the profile link below:

Jonathon L. Petty

Handling Estate And Probate Matters With Care And Creativity

Mr. Petty and his staff strive to get to know their clients well. Only then can Mr. Petty create a plan that addresses all of their goals and concerns. If a client is unable to visit the office, they can travel to their home or the hospital to assist them.

As part of the estate plan development process, Mr. Petty can advise clients on the following matters, among others:

  • Strategic wealth conservation
  • Business continuity planning
  • Charitable giving
  • Asset protection
  • Special needs trusts
  • Detailed or specialized provisions for minor children, vulnerable adults or even pets
  • Tax implications of estate planning choices
  • Using legal vehicles such as a family partnership, a limited partnership or a life insurance trust to achieve specific estate planning goals

In addition to his work with clients on estate planning, Mr. Petty also represents probate and estate administration clients when a loved one has died. California has significant expectations of individuals named as estate administrators; Mr. Petty can assist you at a time when your family is grieving and ensure you are able to carry out your loved one’s final wishes.

Contact The Firm Today For Personalized Counsel And Representation

Attorney Petty works with clients throughout Fresno and the Central Valley, including Fresno, San Benito, Monterey, Merced, Madera, Kings and Tulare counties. Call his office in Fresno at 559-821-7614 to schedule a consultation, or request one by using the online contact form on this website.