Robert T. Kleinknecht
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attorney and counselor at law
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providing guidance and strategy for multi-generational trusts & wealth transfer, family office structure & stewardship, and philanthropy
potential solutions for your family or family office:
multi-generational trust planning
wealth transfer tax mitigation (estate, gift, GST)
strategies for communications about wealth & stewardship
fiduciary income & partnership tax consulting
trustees and fiduciaries:
trustee selection & succession planning
trustee & trust protector services (select cases)
private trust companies
strategies for family offices:
profits interest (“carry”) planning
structuring, administration, tax planning
partnership, corporate, flow-through & “silo” structures
“philanthropy+” — guidance on formation & best practices for:
private foundations
charitable trusts
donor-advised funds
gift agreements & naming opportunities
maximizing charitable tax strategies
public charities
Bob Kleinknecht counsels clients and their families on multi-generational planning. He helps families create wealth transfer strategies and succession plans that are tax efficient -- but are also practical and workable solutions the family can live with. Bob works closely with clients and their families to ensure that their planning accomplishes their goals in an intuitive and understandable manner.
In addition, Bob has administered a wide variety of probate estate and trust settlement matters. He frequently advises corporate and family-member executors, personal representatives, and trustees in the efficient and prudent management of post-mortem affairs.
Bob also has extensive experience with single-family office structuring, planning, and operations, having served more than eight years as in-house counsel for a Forbes 400 family in New York and Florida. In related work, Bob was a primary drafter of legislation in Florida that charters private family trust companies under Florida law.
In the philanthropic realm, Bob has drafted numerous private giving agreements with major public charities covering naming opportunities, shared medical research, and scholarship and endowment funds, to name a few. He has also helped establish and operate private foundations and public charities -- counseling clients from initial setup through ongoing operations using best practices. He also has expertise with other tax-favored charitable giving techniques such as charitable remainder trusts (CRTs), charitable lead trusts (CLTs), and donor-advised funds (DAFs).
Bob has prepared and reviewed innumerable tax returns, and typically works closely with clients’ accounting professionals and tax preparers on these returns. These include gift, estate, and generation-skipping tax returns, as well as fiduciary (trust/estate) income tax, partnership, corporate, and private foundation tax returns. This experience helps clients identify the real-world pitfalls that can be missed during the planning stages.
Bob is admitted to practice law in Florida and Massachusetts, and has a Martindale-Hubbell AV-Preeminent® rating. Before founding Oakstone Law PL, Bob served as in-house counsel to a single-family office, as noted above. Previously he served high-net-worth clients as an estate planning and probate attorney with prominent firms in Chicago, Boston, the District of Columbia, and Naples.
Education:
Drake University Law School, J.D., Order of the Coif
University of New Hampshire, B.A.
Admissions:
Florida Bar Association
Florida Bar Tax Law Section
Florida Bar Real Property, Probate & Trust Law Section
Collier County Bar Association
Massachusetts Bar Association
Contact
Robert T. Kleinknecht, Partner
Oakstone Law PL
225 Banyan Boulevard
Suite 230
Naples, FL 34102
+1 239.206.3454
oakstonelaw.com
linked in profile
new clients by referral only
