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About Avant Law

Del Mar Business Succession Planning Attorney

A strong business must plan for the future to maintain long-term success. If you’re a business owner in Del Mar preparing for retirement, leadership transitions, or future ownership changes, business succession planning is an important step to ensuring sustainability. Without a comprehensive plan, your company could face tax consequences and/or internal disputes or disruption.

At Avant Law Corporation, our Del Mar business attorneys have over 200 years of combined legal experience counseling business owners. We work with owners of closely held businesses, family enterprises, partnerships, and corporations to preserve your vision and protect your investment.

Contact Avant Law Corporation today to schedule a confidential consultation with a Del Mar succession planning lawyer.

Why Choose Avant Law Corporation?

Business succession helps create a legal framework that ensures your business thrives in your absence. It’s a task that every business owner should take on, no matter the size or complexity of the business.

At Avant Law Corporation, we treat every client’s business plan with the care and attention it deserves. When you work with our Del Mar succession planning attorneys, you can expect:

  • Personalized guidance based on your specific ownership and management goals
  • Centuries of collective experience designing plans for businesses of all sizes and industries
  • Tax-conscious strategies that preserve assets for future owners
  • Enforceable planning documents that comply with the law
  • Ongoing planning that can adapt as your business evolves over time

Contact us today to learn more about our successful track record of creating succession plans for business owners across Southern California. 

How Our Del Mar Business Succession Lawyer Can Help with Creating a Succession Plan

Without a succession plan, the future of your business can be uncertain. Leadership transitions can trigger a multitude of issues, ranging from shareholder disputes to unplanned tax liabilities.

Working with a Del Mar business succession planning lawyer can help you:

  • Prepare for sudden events like illness, death, or the departure of key owners
  • Establish buyout procedures and valuation mechanisms for ownership interests
  • Prevent future litigation among partners, co-owners, or family members
  • Preserve business continuity for employees, clients, and vendors
  • Minimize federal and state tax exposure 
  • Ensure compliance with all applicable laws, bylaws, and agreements

At Avant Law Corporation, we design succession strategies that grow with you and support the continued success of your business, helping you avoid mistakes that cost your business.

Common Types of Succession Planning Services

At Avant Law Corporation, we offer a full suite of legal services for business succession planning in Del Mar. We frequently help clients with the following succession tools.

Buy-Sell Agreements

We draft buy-sell agreements that control how ownership interests are valued, sold, or transferred after key events like retirement, death, or disability.

Shareholder Agreements

Our attorneys create shareholder agreements that define ownership rights, voting powers, and dispute resolution provisions to avoid future conflict.

Family Succession Planning

We guide family-run businesses through ownership transitions, all while recognizing the importance of family relationships and long-term business stability.

Management Buyouts

We help structure internal buyouts that allow trusted management teams to assume ownership with minimal disruption to operations.

Tax Liability and Asset Protection

Our team helps reduce the tax burden during business transfers by utilizing estate, gift, and capital gains planning strategies. We also help shield business assets from creditors, litigation, or future financial risk.

Estate Planning

Our attorneys ensure your succession plan is consistent with your personal estate planning documents.

Reach Out to a Del Mar Business Succession Planning Attorney Today

If you plan to retire, transfer ownership, or create a long-term exit strategy, now is the time to secure your business’s future. Avant Law Corporation can help you build a plan that achieves your goal and enables your business to thrive long term.

Call us today to schedule a confidential consultation with a business succession planning attorney in Del Mar.

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Practice Areas

  • Business Law Overview
  • Business Litigation
  • Business Succession
  • Real Estate & HOA
  • Estate Planning Overview
  • Trust & Wills
  • Trust & Estate Administration
  • Trust & Estate Litigation
I have personally worked with Paul and he has helped me every step of the way to open up my corporation.

I have personally worked with Paul and he has helped me every step of the way to open up my corporation. He worked on my case and expedited getting the paperwork done sooner than expected. I recommend that you see Paul if you want quick and excellent service!

Adrian S.Google Review

I contacted the Avant Law Corporation to assist me with settling my sister’s estate. I worked closely with Neal Scharm and his secretary, Maria Bautista, whom I would recommend highly to anyone who was in my position.

While I am sure that Neal, Bill and Richard had other clients while I was their client, they always made me feel important. I would go so far as saying that they became more like family to me, who had MY best interests in mind. Everything went as smoothly as I could imagine, and I am happy to say that my sister’s estate has been finalized.

So, the question is this: Would I give my recommendation to the Avant Law Corporation, and in particular Neal Schram, Maria Bautista, Bill bender, and Richard Andrews? Yes, without a doubt! Thank you for confirming my trust in each of you and becoming my friends.

John W.Google Review

Long story short, we have such confidence in Paul we have already referred two potential new clients to him.

We met with Paul Caprara, who has taken over the practice of retiring Neil Schram, with whom we had a long relationship. Paul and his paralegal Maria Bautista made us very comfortable right from the beginning. We met with Paul, he explained everything in detail, explaining how a trust would save our assets and our heirs from unnecessary taxation. After some hesitation on our part Paul met with us again (unbelievably at no charge) to go through everything once more. Long story short, we have such confidence in Paul we have already referred two potential new clients to him.

Carol I.Google Review

Paul’s team was knowledgeable, thorough, and took time to explain everything.
We recently worked with Paul Caprara at Avant Law Corporation to complete our family trust, and very pleased with the experience. Paul’s team was knowledgeable, thorough, and took time to explain everything. In addition, the paralegal, Maria Bautista, was extremely professional during the notary process. We highly recommend Paul and his team.

Judy W.Google Review

We appreciate his attention to details.

Paul Capara, trust lawyer with Avant Law was a great help in updating our thirty year-old trust: quick, professional, and helpful. We appreciate his attention to details.

Patricia C.Google Review

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Avant Law Corporation
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