Business Succession Planning is an estate planning roadmap made especially for business owners whose largest asset and consideration is their business. Many times their biggest concerns involve one of the following:
- How to handle the legal aspects of a transfer of business
- How to plan for financial and healthcare decision-making in case of incapacity
- Where to find the cost-effective and expedient means to transfer wealth at death
When you decide to work with our estate planning attorneys here at Moschetti Law Group, we will help you address these concerns and lay out the foundations of a “protected future’ as early as the initial orientation meeting. Whatever concerns you are dealing with, we will make sure to equip you with the right type of plan to help you climb the summit of life. Our Calabasas estate planning lawyers are dedicated to helping you and your family achieve peace of mind and a sure foundation for generations to come.
For example, Ted has built a real estate development empire for over 30 years. He could retire but showing few signs of slowing down. He is well known and respected both inside and outside of his business life and takes pride in his accomplishments. The business now includes his daughter, son-in-law, and brother, and the company is Ted’s testament to his life.
We developed a plan to preserve the business’s values and vision, and implemented a strategy for its continuity long after Ted is gone.