Estate Planning and Business Succession

The firm’s Estate Planning and Business Succession practice is unique in that our primary focus is on carefully understanding and promptly responding to clients’ needs and concerns. Our estate practice provides creative business and estate planning for high-net-worth families, simple estate planning for families with small to mid-size estates and estate planning for non-traditional families. We prepare wills, trusts, and powers of attorney that meet the client’s individual needs, and seek to avoid probate issues. Our business succession practice helps clients prepare in advance for the sale of their business to a third party or family member, helping the client receive the highest profit and best tax consequences. Allen & Vellone helps clients to achieve overall coordination and simplicity by working with their other advisors, including CPAs, financial advisors, insurance agents and family offices.

Our estate practice provides expertise in all aspects of estate planning, including preparation of:

• Wills
• Trusts
• Powers of Attorney
• Health Care Documents
• Prenuptial Agreements

We also assist clients with related matters such as:

• Probate
• Contracts
• Company Formation
• Entity Choice
• Buy-Sell Agreements
• Operating Agreements
• Business Disputes

Estate and Probate Attorney: Shelley Thompson
Email: sthompson@allen-vellone.com
Call: 303-534-4499

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