Estate and Succession Planning

Individuals and Families

A well-thought out estate plan is a gift to your loved ones. In building the right estate plan for your family, various legal, financial, and medical needs should be considered, in addition to your wishes in passing your property on to your chosen beneficiaries after your passing. The process of completing such a plan is highly personal, and there is no one size fits all solution. The right estate plan will create tax efficiencies, limit or eliminate the necessity of probate proceedings and ensure peace of mind for your loved ones.

Business Owners

We work with business owners to develop a plan for the smooth transfer of closely held businesses, whether you are handing it down from generation to generation, selling to an outside party, or selling to your employees. We can help make this transition an easy one, minimizing tax consequences to you and ensuring that your business is in safe hands for the future.

Business Succession Planning

A business succession plan is critical to your company. Having a solid plan in place will eliminate uncertainty and minimize unintended consequences. A good succession plan will not only protect you and your family, but it will help keep your business strong and protect your employees. Our experience with estate and tax planning, organizational structure, executive compensation, and mergers and acquisitions allow us to work with you to reach a solution that makes the most sense for your unique business.

Medical Professionals

Planning for the transition of a medical practice requires special considerations. It is important to plan ahead, not only for your family, but for your practice and your patients. Having your personal estate plan in place, plus a succession plan for the sale or transfer of your medical practice, will ensure that the people you care about the most are taken care of should something happen to you. We’ve worked with numerous medical and dental professionals buying and selling practices, we understand the unique considerations that come with that transition.

Family Farms

Your family farm represents decades, perhaps more than a century, of hard work and dedication to your land. As time goes on, the family members who participate in the farm may shift and change, but the importance of the land does not. We’ve worked with hundreds of family farmers and other agriculture professionals on estate and farm planning, and have the expertise in entity structure, real estate, taxation, and agribusiness to understand your unique situation.

Probate and Trust Administration

The process of administering a loved one’s estate can be stressful and time consuming, especially when you are grieving. We’ve guided countless families through the process, whether that means a court proceeding or administering the assets of a trust. We work with your loved one’s advisors in handling financial accounts, tax liabilities, and transferring title to assets in an orderly manner.

Helping our Clients with Estate Planning and Succession

We have the privilege of working with many types of clients from individuals to small and family-owned businesses. We are pleased to work with:

What Really Differentiates Us

Aside from our years of experience and deep knowledge of estate and succession planning, when you work with us you will notice we are extremely hands-on. You deal directly and personally with us as we brainstorm the best options for your estate and business. Because of our collaborative environment, we pull in the expertise of our colleagues as needed when there are issues involving employment law, real estate or intellectual property.

Many firms will farm different matters down to lower level associates or paralegals. When you work with Avisen Legal, you will be working directly with the lawyer you hired. We pride ourselves on being accessible, and offering practical, no-nonsense advice.