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About Avant Law

La Jolla Business Succession Planning Attorney

Building a successful business takes years of hard work. Without a clear succession plan, that legacy can be subject to business disputes, tax consequences, or leadership vacuums. If you’re planning for retirement or preparing for a future ownership transfer, business succession planning is essential.

At Avant Law Corporation, our La Jolla business attorneys offer over 200 years of combined legal experience. We help businesses preserve operational continuity, protect family or shareholder interests, and support long-term commercial goals. 

Contact Avant Law Corporation today to schedule a confidential consultation with a La Jolla business succession planning attorney.

How Avant Law Corporation Can Help You With Succession Planning

Succession planning helps set a business up for sustainable success, long after you’ve stepped away. At Avant Law Corporation, we take such transitions seriously, knowing that the right moves now can pave the way for your business’s future.

Our legal team will help you evaluate ownership structures, governance documents, tax liabilities, and leadership considerations to ensure a smooth transfer of power.

When you work with our La Jolla succession planning attorneys, you benefit from:

  • Counsel that aligns with your long-term business goals
  • Centuries of combined experience with closely held corporations, family businesses, partnerships, and LLCs
  • Plans to minimize tax burdens, protect assets, and avoid future disputes
  • Careful documentation to ensure the enforceability of your succession plan
  • Ongoing support to revise your plan as your business evolves

Call us today or reach out online to learn more about why we’re the right team to handle your succession plan. 

Why Should You Hire a La Jolla Business Succession Lawyer?

Succession planning isn’t just for owners who are nearing retirement. Businesses of all sizes and stages benefit from having a clear plan to navigate leadership transitions, ownership transfers, and emergency contingencies.

Hiring a La Jolla business succession planning lawyer can help you:

  • Prepare for unexpected events such as death, disability, or voluntary exit
  • Establish clear procedures for the sale or transfer of ownership interests
  • Avoid internal conflict among partners, shareholders, or family members
  • Minimize estate and capital gains taxes for successors
  • Protect business continuity for employees, customers, and vendors
  • Ensure legal compliance with corporate and regulatory requirements

The long-term health of your business is too important to leave to chance. Providing direction today can shape the future of your business.

Common Types of Succession Planning

At Avant Law Corporation, we provide all types of succession planning services for California business owners. 

We frequently help business owners with:

  • Buy-Sell Agreements – These agreements define how ownership interests are valued and transferred upon a triggering event, such as death, retirement, or disability.
  • Shareholder Agreements – We draft detailed shareholder agreements that establish governance rules, voting rights, restrictions on transfers, and dispute resolution processes.
  • Family Succession Planning – For family-owned businesses, we help design transitions that protect personal relationships and business operations.
  • Management Buyouts – We assist business owners and management teams in structuring buyouts.
  • Tax Liability – We help reduce exposure to estate, gift, and capital gains taxes during ownership transfers.
  • Asset Protection – We implement legal strategies to shield key business assets from future claims, lawsuits, or financial risks.
  • Estate Planning – Our team connects your succession plan with your personal estate plan, so business and family goals remain coherent.

Every business is different. We know how to account for those differences as we custom build plans to reflect your values, financial goals, and operational needs.

Get Started Today With a Business Succession Planning Lawyer in La Jolla

The decisions you make about your business today will affect the future of your company for years to come. Get ahead by starting succession planning right now.

Backed by 200 years of combined experience, Avant Law Corporation can help you create a roadmap for success. Call today to schedule a confidential consultation with a La Jolla business succession planning attorney.

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Practice Areas

  • Business Law Overview
  • Business Litigation
  • Business Succession Planning
  • 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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La Palma
4 Centerpointe Dr
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La Palma, CA 90623

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La Jolla
2223 Avenida De La Playa
Suite 360
La Jolla, CA 92037

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3400 W Olympic Blvd
Suite 202
Los Angeles, CA 90019

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