Business Succession & Estate Planning

HANSEN SETO KEESEY, LLP counsels many closely held and family-owned businesses in the transfer of ownership and control of their established and profitable businesses to the next generation while assuring the financial security of the current generation who control the enterprise. This field, which has come to be known as “Business Succession Planning,” involves an often complex blend of the corporation, partnership, securities, tax, trust, and family law.

HANSEN SETO KEESEY, LLP also creates estate plans for families and individuals to designate the best distribution of their estate after they pass while considering the current tax laws and their particular economic circumstances.  Wills are part of the estate plan to cover any assets left outside the trust at the time of death.  Prior to death, HANSEN SETO KEESEY LLP also prepares Powers of Attorney, Advanced Health Care Directives, and Health Insurance Portability and Accountability Act Waivers.

HANSEN SETO KEESEY, LLP provides assistance to its clients through probate proceedings, cases involving trusts and wills, and all conservatorship matters.

HANSEN SETO KEESEY, LLP is able to provide its clients not only the business
law services related to Business Succession Planning but also the
estate planning services which must be integrated with the business
agreements, including:

  • Stock Compensation and Incentive Plans
  • Stock Purchase Agreements
  • Shareholder Agreements, including Buy-Sell Provisions
  • Family Limited Partnerships
  • Limited Liability Companies
  • Revocable Living Trusts
  • Life Insurance Trusts
  • Employee Stock Ownership Plans
  • Other Transfers Related to the Ownership and Control of the Business

As with other areas of our practice, we work closely with our clients’ accountants, financial planners, attorneys, insurance advisors, and other professionals in order to develop a comprehensive plan that best suits the needs of the present and successor generations.