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About Avant Law

Rancho Santa Fe Business Succession Planning Lawyer

Whether you’re looking to retire, transition ownership to a partner or shareholder, hand your business down to a family member, plan for your death in the future, or sell the company, the success of your business succession relies on the strength of your planning. 

Working with a skilled estate planning attorney in Rancho Santa Fe can make a critical difference to the security of your business’s future during transition and post-succession.

At Avant Law Corporation, our goal is to preserve the value and legacy of your business. Contact us today to learn more about our business succession planning services during a free initial consultation.

Why Clients Choose Avant Law Corporation

  • Our attorneys can strategically navigate the overlap between business succession and estate planning to ensure that every part of your strategy aligns with your long-term goals.
  • We are known for our impeccable attention to detail and relentless dedication to our clients. We will take your succession needs seriously and come up with creative, proactive solutions.
  • Our team understands that each business is unique. We take the time to personalize business succession planning for each client and situation for optimal results.

Why Hire an Attorney for Business Succession Planning?

Whether you are prepping for an immediate handover or simply planning for the future of your business and beneficiaries, the right lawyer can help ensure your long-term success. A business succession planning lawyer in Rancho Santa Fe can create a comprehensive plan based on the structure of your company, ownership stakes and family dynamics, current leadership, and your goals.

A lawyer will ensure that your plan is entirely legally sound and as tax-efficient as possible. Your attorney will draft, review, and update relevant legal documents, such as buy-sell agreements, partnership agreements, and estate planning and trust documents. Your business succession will be seamlessly integrated into your estate plan to make sure that all bases are covered.

What Can Our Business Succession Planning Lawyers in Rancho Santa Fe Do for You?

Our team of business succession planning lawyers in Rancho Santa Fe understands the complexities of transferring ownership of your business. Our attorneys will consider every detail and factor involved in the transition to ensure your business has a strong foundation for long-term success.

We can handle all aspects of business succession planning, including:

  • Buy-sell agreements
  • Shareholder agreements
  • Family succession
  • Management buyouts
  • Tax liability reduction
  • Asset protection
  • Risk management
  • Regulatory compliance
  • Estate planning

We will meticulously design the succession of your business so that you can move forward with complete peace of mind. Our bespoke business succession planning services can anticipate the future needs of your business, including market fluctuations and potential business disputes. Then, we make a plan to address them early for a robust succession strategy.

Contact Us for a Free Consultation About Your Business Succession Plan in Rancho Santa Fe

Taking the time to appropriately prepare for the succession of your business is critical. At Avant Law Corporation, our highly experienced business law attorneys in Rancho Santa Fe will craft every detail of your succession plan to ensure that it is strategic, effective, and prepares for all eventualities far into the future.

Let us place you and your business in the strongest position for success in the midst of succession. Contact us today to request a free consultation, or call (888) 619-2826.

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Practice Areas

  • Business Law Overview
  • Business Litigation
  • Business Succession Planning
  • Real Estate & HOA
  • Estate Planning Overview
  • Trusts & 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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