Business Succession Planning

Estate Business Succession PlanningAt the Willi Law Office, LLC, we have the experience, dedication, and expertise to effectively protect your family, your business and your estate. In our estate planning process, we take the time to explore your individual goals, identify comprehensive solutions, and strategically protect your rights and financial interests.

We take time to explore all of the options available to you in estate planning — including wills, special needs trusts, irrevocable trusts, living trusts, A-B trusts, bypass trusts (credit shelter trusts), conduit trusts, Q-tip trusts, powers of attorney, power of appointment, marital trusts, life insurance trusts, grantor retained annuity trusts, qualified domestic trusts, and qualified personal residence trusts.

As a business owner, planning for the succession of your family-owned business is a vital part of your estate plan. Our goal in business succession planning is to ensure you utilize the best tools to meet your goals and protect the interests of you and your family.

We have helped our clients draft buy-sell agreements as part of their estate plan, and have laid out the foundation for the future of their businesses. We also assist our clients in deciding who will take over the business, whether you should sell the business and how assets will be distributed equally if the business is sold.