Attorney
Fresno, California, 93711
Attorney Jonathon L. Petty is dedicated to helping individuals, families and business owners achieve peace of mind by providing comprehensive, highly personalized counsel in wealth preservation strategies, implementing family custom-tailored estate, tax and charitable plans. As the firm’s founder, he holds the highest standard for client services, scholarship and accessibility. He serves his clients by first listening closely to their goals, dreams and concerns. He then works with his clients to develop superior plans that reflect the clients’ own unique situations, while putting his knowledge and experience to work for their benefit.
He believes that effective estate plans are critical to the emotional and financial well-being of our clients. He is committed to helping his clients understand that the foundation of estate planning is not just saving tax dollars, but also appreciating the value of planning for themselves and their loved ones. Jon’s goal is to educate our clients and streamline the process so that they are motivated to develop a plan. Whether it be simple, probate avoidance trusts, to complex, highly creative, highly detailed provisions for minors, special needs beneficiary, or pets, Jon wants clients to know he is there to design their custom plans.
Mr. Petty strives to treat his clients like his own family, where they know they are not simply another case, but unique families whose concerns become his own. When required, he uses sophisticated advanced planning techniques such as family partnerships, limited partnerships, new business startups, and life insurance trusts. Mr. Petty practices in the areas of estate planning, strategic wealth conservation, business continuity planning, charitable giving and asset protection. In addition to practicing law, he is actively involved and enjoys working hand in hand with insurance professionals, lawyers, financial advisors, CPAs, and stock brokers in basic and advanced estate planning concepts.
