Dean Bretney

Dean Bretney, JD

Principal

Chico, CA

3013 Ceres Avenue Chico, CA 95973

Contact Information

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Social Media Information

Dean is a go-to resource at K·Coe Isom for drilling down to solutions in the most complex estate planning, estate tax, and fiduciary income tax situations. His practice focus is estate planning for high-net-worth business owners and farmers.

With an exceptional comprehension of intricate financial scenarios, Dean educates multi-generational businesses on potential tax and income impacts as they transfer real estate and other assets from one generation to the next. Examples include:

  • Increasing the wealth a family was able to pass to heirs by over $10 million through a 20-year estate plan and tools such as installment sales and trusts.
  • Structuring estates and trusts to avoid tax reassessment when real estate is transferred and prevent hefty property tax increases.
  • Researching a way to make it possible for the grandparents to pass family farm land to their grandchildren while keeping over $10 million in the family with the transfer.
  • Transferring valuable assets through qualified personal residence trusts, preserving over 40% of net worth.

Dean has over 20 years of experience protecting assets that people work hard to obtain. He brings a rich background in both tax accounting and law to his work. Attorneys, insurance brokers, bankers, financial advisors, and other professionals rely on Dean to find answers to their most complicated tax puzzles.

Education

  • Juris Doctor Degree, UC Davis School of Law
  • B.S., University of Santa Clara

Credentials

  • Admitted to The State Bar of California

Mentions and articles by Dean

california-wilfire-disaster-relief

How to Help California Fire Victims

K·Coe Editoral | November 12, 2018

Camp Fire, now the most destructive wildfire in the history of California, has desecrated an insurmountable number of people’s lives, families, friends, homes, and livelihoods.  In addition, two more wildfires in Southern California are displacing residents and businesses. As K·Coe […]

california-wilfire-disaster-relief

In Wake of Disaster, How to Minimize Taxes on Insurance Proceeds

K·Coe Editoral | August 2, 2018

How to Treat Insurance Casualty Gains As fires rage and rampage through large areas of California, the destruction of residences, outbuildings, and commercial buildings has been widespread. K·Coe Isom has been fielding questions and concerns from many of our clients […]

Interpreting the Complexities of the Cooperative “Fix”

K·Coe Editorial | March 28, 2018

The Good, The Bad, and The Ugly: Some will gain opportunities and some will lose, but large farms stand to suffer most without careful planning To create a “fix” generally means to mend or repair an item. Following the quick […]