The specifics are going to depend not only on the short and long term goals of the owner(s) but those of potential successors. However, some or all of the following could be involved:

  • Wills (single or multiple)
  • Powers of Attorney
  • Trusts
  • Shareholder or partnership agreements (including buy-sell provisions)
  • Employment contracts
  • Freezing of corporate shares
  • Funding for buy-sell and other agreements
  • Disability and other insurance