Affiliates

Handling the legal and financial obligations of a trust or estate is a team effort. Kern Fiduciary Services, Inc. will coordinate with your existing CPA, financial advisor, attorney, insurance agents, and realtors to achieve your objectives.

For those without a team of advisors, we lean on our professional network for services such as tax return preparation, financial & legal advice, and representing the Estate or Trust in the sale of real estate. Several of our trusted affiliates are listed below.

 

Daniells Phillips Vaughan & Bock, CPA’s and Advisors – Serving clients for more than 55 years, DPVB is best known for its non-traditional approach to services in accounting, tax and strategic business planning. DPVB helps clients plan, build, and preserve their business in pursuit of success. DPVB team members are passionate about what they do, and it shows. They help you maximize your potential and approach change with confidence.

 

Drawing on over 40-years of experience, the Cohen Group strives to deliver consistent long-term investment returns, underpinned by a team-based approach and disciplined risk management. They pride themselves on building long-term, personalized relationships with clients, ensuring a deep understanding of their needs, risk profile, time horizon and investment goals.

Klein, DeNatale, Goldner has served clients in the San Joaquin Valley for over 60 years and has established itself as a premier business and transactional law firm. With offices in Bakersfield, Fresno, and San Diego, California, their attorneys have developed an excellent reputation through decades of successful representation for all types of business and individual clients.

LeBeau – Thelen, LLP was founded in 1985 and has received the highest rating from the Martindale-Hubbell attorney peer review since that time. An eighteen-member firm, LeBeau-Thelen offers experienced lawyers—the majority having more than eighteen years of experience in their fields—including four transactional attorneys with advanced degrees in tax.

Young Wooldridge, LLP – Serving the San Joaquin Valley since 1939, Young Wooldridge, LLP is a full-service law firm with a community focus and a commitment to providing excellent results for their clients. They strive to give each client the dedication and access they deserve. 

Denison Werner, LLP - At Denison Werner, LLP, our goal is to provide high-quality legal representation. We strive to find cost-effective solutions that fit your needs. Our team has extensive experience in areas of business/commercial litigation, civil litigation, business law, partnership and corporate law, public entity liability, real estate litigation, employment law, land use, environmental law, contract formation and litigation and public agency issues.

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Types of Trust