Planning For Ownership And Control Of Your Business

You've worked hard to build your business, whether you have done so as the sole owner of your business or as a business partner with people inside or outside your family. It is worth your time to take a moment and work with a lawyer to plan for the continued success of your business, protecting your legacy in the event of your death.

I help California clients devise smart, effective business succession plans. Contact me to schedule an initial consultation about your business and your concerns. I have offices in Encino and the Santa Clarita Valley.

Looking Into All Of Your Business Succession Options

I will take a comprehensive look at the status of your business and your estate plan in order to come up with a business succession plan. I will work with you to put your intentions and goals in writing and help you make specific decisions such as the following:

  • Designate who will inherit the business
  • Plan for compensation of family members who helped you build the business
  • Choose beneficiaries for your life insurance policies
  • Mandate how your heirs should use business and insurance proceeds

As an attorney who regularly handles small business matters, estate planning and family law issues, a significant portion of my legal practice is focused on the areas where these legal fields intersect. I can help you design a business succession plan that takes into account all possible contingencies.

Working With Your Business Partners To Plan Ahead

If your business is operated as a partnership or otherwise jointly owned, you will want to make sure that your contracts with your business partners work with your estate plan. A comprehensive look at these issues will help you protect your interests and your family's interests, and avoid unnecessary arguments between relatives and business associates.

I am highly experienced at negotiating and drafting mandatory buyouts and other business succession agreements that account for the possible death of a business partner. Contact me to discuss how I can help you and your business.