ESTATE PLANNING &
BUSINESS SUCCESSION

As your estate planning attorney & business succession planning attorney, Suero Law assists clients with drafting of standard planning documents to control how their assets & business interests will be managed and distributed during incapacitation, and after death.

Properly drafted estate planning documents & business succession documents may prevent costly issues in the future, including business disputes, probate litigation among heirs & beneficiaries, guardianship proceedings, creditor issues, disinheritance of partners, and inadvertently putting special needs beneficiaries at risk of losing government benefits.

It is critical to prepare and update one's planning documents while one is capable of doing so to ensure an orderly continuation of business matters during temporary or permanent incapacity, and to facilitate a smooth transfer of wealth to loved ones at death.

Services include:

  • Last Will & Testament

  • Revocable Trust

  • Living Trust

  • Living Will 

  • Advanced Directive / Medical Directive

  • Declaration of Healthcare Surrogate / Heath Care Power of Attorney

  • Preneed Guardian Designation

  • Durable Power of Attorney / Limited POA

  • Enhanced Life Estate Deed / Enhanced LadyBird Deed

  • Irrevocable Life Insurance Trust

  • Special Needs Trust / Miller Trust / Qualified Income trust

  • Buy/Sell Agreement

  • Operating Agreement / Shareholder Agreement with transfer on death provisions

Extended Family