San Diego County is home to a great number of small to medium size companies, many of which were founded within the last 25 years. Each of these is a success story in its own regard, and each is unique in its family and ownership dynamics. Without proper estate and business succession planning, each of these businesses is in jeopardy of failing after the death of the founder or founders.

We advise business owners in structuring a sound, integrated estate and business succession plan with the twin goals of allowing the business to pass to the next generation within a family or to key employees/partners, with the least amount of transfer tax. We are experienced in preparing, forming, and advising you concerning the following:

•  Buy-sell agreements
•  Stock option agreements
•  Voting trusts
•  Family limited partnerships
•  Limited liability companies
•  Subchapter S and C corporations
•  Intentionally defective grantor trusts


Your business is a unique asset, and one in which you take great pride. You need a highly specialized legal advisor, with a unique set of skills, to ensure that your “pride and joy” continues within your family or with your key employees/partners.

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