Business Succession

If you are a business owner, you need to ensure that your business interests and your estate plan work together. In order for your business to function as you wish during your incapacity or after your death, you must have a business succession plan in place.

Depending on the type of entity or entities you own, the need carefully drafted shareholder agreements, buy-sell agreements, operating agreements, or partnership agreements in place. Those business interests need to be properly integrated into your revocable and irrevocable trusts, which need to have specific provisions for how business management is handled during incapacity or at death, when and how businesses may be liquidated, how to determine value, whether and how your family will be involved in operations, and many other considerations.

Too many times, we've seen people plan well for their personal assets and plan poorly for their businesses. Or vice versa. In both cases, things never end well.

You have worked too hard building your business to leave this to change. Whether you have a few rent houses with family or friends, own your own professional practice, or operate a multi-million dollar corporation, you need a plan.

Revocable Trusts

Irrevocable Trusts and Asset Protection - decorative logo

Irrevocable Trusts and Asset Protection

special needs planning - decorative logo

Special Needs Planning

Probate & Estate
Administration

last will and testament hero icon

Last Will & Testament

Medicaid Asset Protection Planning

Guardianship for
Incapacitated Adults

Trust Administration

Business Succession

Veterans Aid &
Attendance Planning

Testimonals

Irrevocable Trusts and Asset Protection - decorative logo

Irrevocable Trusts and Assets

Trust Administration

Business Succession

Medicaid Asset Protection Planning

Revocable Trusts

Probate & Estate Administration

special needs planning - decorative logo

Special Needs Planning

last will and testament hero icon

Last Will & Testament

Guardianship for Incapacitated Adults

Veterans Aid &
Attendance Planning

Schedule Appointment