As a business owner, you have successfully built your company up with pride and integrity. You may wish to keep the business within your family or sell it, before or after you pass away. Regardless of which routes you choose, careful planning will ensure the business remains and is protected from large, unexpected tax liabilities.
Taking simple steps to secure your business and financial well-being through a well-designed estate and business succession plan ensures your professional and personal assets will all be in order.
Business Succession Planning refers to using estate planning strategies to ensure your business has a solid foundation upon disability, retirement, or death. Succession planning helps make necessary accommodations no matter the situation or unexpected occurrence. A properly designed plan will integrate the business aspects with overall objectives of the estate, forming a cohesive, overall plan.
Our business succession plans will address:
Once a business succession plan has been developed, it should address the systematic transfer of the management and ownership of your business. Proper planning will protect the business you've worked so hard to maintain.
To learn more, contact our estate planning lawyers who are knowledgeable in succession planning. We will ensure your estate planning documents are in-line with your will and other estate planning documents. We are here to talk, at 405-701-5355.
The attorneys at Ball Morse Lowe have built a respected reputation over the decades for providing sophisticated counsel in complex oil, gas, and energy law matters, business law cases, transactions, estate planning, and family law matters. We take pride in assisting individuals and families with their legal concerns. Personable and responsive, our lawyers craft matter documents and develop strategies tailored to each client's unique goals and needs.
Ball Morse Lowe, PLLC, is committed to providing excellent service and sound solutions to our clients in a cost-effective manner. From our law firms in Norman, Oklahoma City, Dallas, and Denver, our attorneys provide services throughout the Oklahoma City, DFW, and Denver Metros and in other states, including Texas, North Dakota, Ohio, Colorado, California, Wyoming and New Mexico.
Ball Morse Lowe is a recognized law firm that serves clients across Oklahoma, Texas, and Colorado.
Our lawyers have extensive experience handling a wide range of practice areas, including family law, estate planning, litigation, real estate, oil, gas and energy, business & commercial, and much more.
Our firm is devoted to providing each client with all the resources of a large firm but with the individualized attention of a small practice. Unlike many other firms, we have the ability to conduct investigations, hire expert witnesses, and utilize cutting-edge technology to help you build the strongest case possible.
The lawyers at Ball Morse Lowe can help you seek what's needed in your case. Our team is standing by to assist you, so call us at (877) 508-4265 to get started with a free consultation with our client intake team.
Caron C. Loffland
E. Parker Lowe
Jennifer L. Wright
Kimberly A. Wurtz
Sarah D. Willey
William J. Houser
Zachary T. Ball
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Great advocacy, and excellent at keeping client informed about options.
Jennifer assisted us in making a trust, and all of the additional documents that go with it – advanced directives, powers of attorney, etc. She was professional, knowledgeable, cheerful, personable. We are very happy with our association and look forward to doing business with them in the future!
I enjoyed meeting and talking with Mr. Bottomly. He was easy to talk to, and I left feeling confident that should I end up needing legal assistance, working with Mr. Bottomly would be a positive experience. Thank you.
Quality attorneys representing my wife and me in a difficult situation. Always responsive, professional and advanced the clients best interests. Always had direct access to our attorney. Thanks so much.
Don and Kay Holladay
I recently needed advice regarding a property matter. I was able to make an
I have used Ball Morse Lowe for both business and personal reasons. Parker Lowe handles my oil and gas issues and Bow Bottomly recently represented me in divorce proceedings. The staff has always been very helpful and even though I am not a big client, they never make you feel that way.