Business Details
Trusted Estate Planning & Probate Attorney in San Luis Obispo
R. Kevin Owens is a dedicated legal professional specializing in estate planning, probate, and business law. With a Juris Doctor degree from New England School of Law and a Master of Laws in Taxation from the University of San Diego School of Law, Mr. Owens brings deep technical expertise to his practice. His approach emphasizes collaboration with clients, accountants, financial advisors, and other professionals to create efficient, client-centered solutions. Having established his practice in San Luis Obispo, he focuses on preserving family legacies and protecting assets through tailored legal strategies.Mr. Owens' background includes a judicial clerkship in the U.S. District Court, providing him with unique insights into legal processes. Clients consistently praise his ability to simplify complex matters and provide peace of mind through comprehensive estate planning. The practice prioritizes personalized service, ensuring each client's unique needs are met with professionalism and care. Transparency and client education remain central to every consultation, with initial conversations offered at no cost to help individuals begin their estate planning journey.
Services
Estate Planning
Probate Administration
Business Law
Family Trusts
Wills & Trusts
Asset Protection
Business Succession
Incapacity Planning
Charitable Trusts
Health Care Directives
Highlights and features
- We offer 20+ years of experience in estate and tax law
- Our collaborative approach involves your financial team for comprehensive solutions
- Specialized expertise in complex estate planning and business succession
- Free initial consultation to address your specific needs
- Proven track record of client satisfaction and successful case outcomes
What people say
Top-notch in his field
Comfort in knowing affairs are in order
Family taken care of exactly as desired
Highly knowledgeable
Personalized approach
Services
Estate Planning
Comprehensive estate planning services create legally sound frameworks to protect assets and ensure proper distribution. Our approach combines advanced tax knowledge with personalized strategies to preserve family wealth. We develop customized plans that address both immediate needs and long-term security for clients and their beneficiaries.
Probate Administration
Professional probate guidance helps navigate court processes for estate settlement. Our services include preparing probate petitions, managing decedent estates, and ensuring proper asset distribution according to legal requirements. We provide expert support during challenging times with clear, compassionate counsel.
Business Succession
Specialized business succession planning prepares family-owned enterprises for smooth ownership transfers. We develop strategies that protect business assets while ensuring continuity through cross-purchase agreements and structured transition frameworks tailored to each client's unique circumstances.
Family Trusts
Custom family trust creation protects assets while providing controlled distribution according to your wishes. Our services include establishing living trusts, insurance trusts, and charitable trusts that balance protection with flexibility for future generations.
Asset Protection
Proactive asset protection strategies safeguard personal and business holdings from potential risks. We implement legal frameworks that preserve wealth through careful planning, including business structure optimization and liability protection mechanisms tailored to individual client profiles.
People
Owens R Kevin
Attorney At Law
Estate planning attorney with advanced tax law education from the University of San Diego School of Law. Former judicial clerk in U.S. District Court, specializing in creating comprehensive estate solutions for families and businesses in San Luis Obispo.
Questions
What estate planning services do you offer?
We provide comprehensive estate planning including wills, trusts, powers of attorney, health care directives, and family wealth preservation strategies.
Do you offer a free initial consultation?
Yes, we provide a free initial consultation to discuss your specific needs and create a tailored estate planning strategy.
What business law services are available?
Our business law services include entity formation, buy-sell agreements, succession planning, and asset protection strategies for family-owned businesses.
How do you handle probate cases?
We guide clients through probate administration, decedent estate management, and incapacity planning with professional expertise and compassionate support.
What makes your practice different?
Our unique approach combines advanced tax law expertise with collaborative planning that involves your financial professionals for comprehensive solutions.
