Estate & Business Succession Planning

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Estate and Business Succession Planning

The estate and business succession planning practice at Reston Law Group, LLP (Reston Law) is dedicated to helping clients plan for the future. Reston Law attorneys work with many individuals and business owners to put together comprehensive plans that make their wishes known with regard to how they want their affairs handled upon their retirement or death. Our lawyers are committed to helping business owners devise strategies for transferring business interests after the death of one owner to the others or from one generation to the next.

There are many issues to consider in these matters. Our attorneys can help you understand all your options and give you all the information you need to decide on a course of action that best fits your situation. We will work with you to devise a plan that accommodates all of your needs and helps you achieve your goals.

EXPERIENCED ESTATE AND BUSINESS SUCCESSION PLANNING LAWYERS

We offer complete estate planning services with a particular focus on the unique needs of business owners. We help our clients plan for the succession of a business through redemption or cross-purchase arrangements and traditional estate planning tools. We also help clients to understand the tax implications of certain actions and help them devise strategies for estate tax and probate avoidance.

We provide the following estate and business succession planning services to our clients:

  • Wills
  • Trusts (irrevocable and revocable)
  • Living wills and advance medical directives
  • Medical and financial powers of attorney
  • Buy/sell agreements

Estate & Business Succession Planning Expertise

  • Wills
  • Trusts
  • Living Wills and Advance Medical Directives
  • Medical and financial powers of attorney
  • Irrevocable Trusts
  • Revocable Trusts
  • Buy/sell Agreements
  • Mergers & Acquisitions
  • Entity Selection
  • Formation of Corporations and Limited Liability Companies (LLCs)
  • Shareholder Agreements / Operating Agreements / Buy-Sell Agreements
  • Corporate Governance Documentation
  • Debt and Equity Financing
  • Convertible Debt Offerings
  • Private Offerings of Securities
  • Securities Law Compliance
  • Private Equity / Venture Capital
  • Commercial and Private Loans
  • Promissory Notes
  • Reorganizations / Dissolutions
  • Business Divorces
  • Government Contractor Corporate Issues
  • Negotiation / Drafting of Commercial Contracts
    • Confidentiality / Non-Disclosure Agreements
    • Sales Agreements / Purchase Orders / Bill of Sale
    • Assignment and Assumption Agreements
    • Marketing Agreements
    • Vendor Agreements
    • Software Licenses
    • Loan Agreements / Promissory Notes
    • Franchise Agreements
  • Creation of Company Contract Templates
  • Negotiation / Drafting of Outsourcing Documents
    • Draft Requests for Proposals and analyze bid responses
    • Draft all aspects of Master Services Agreement, including Statements of Work, Service Level Agreement, and Key Performance Indicators

Estate & Business Succession Planning Insights

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Estate & Business Succession Planning
Scott Dondershine

The Elephant in the Room

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