Estate Planning for Business Owners

As a business owner, you have unique needs that require specialized planning.  Your business might be the most important asset that you own.  However, even a highly successful business can suffer when certain events occur, including --

  • Death of an owner
  • Retirement of an owner or key person
  • Disability of an owner
  • Withdrawal of an owner from the business
  • Disputes among the owners
  • Lawsuits against the company or an owner
  • Divorce of an owner
  • Transfers of ownership interests
  • Mergers and aquisitions 

All of these events require advanced planning to maintain the value of a business, and avoid major disruptions to its operations.  Any of our Complete Estate Plans can be used to transfer a business upon the death of an owner.  However, you should consider addtional planning for any other event that may disrupt your business.  

Our services in this area include --

  • Business formation
  • Entity selection
  • Maintenance of company record books
  • Limited liability company operating agreement
  • Corporation bylaws
  • Corporation shareholder agreements
  • Buy-sell agreements
  • Business sales
  • Succession planning
  • Estate planning
  • Asset protection

Please call us for a consultation.

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