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Comprehensive Business Transition Planning Assistance

Estate planning is an essential part of protecting yourself, your assets and your family for the future. Anyone can benefit from estate planning, including and perhaps especially business owners. 

At Shimada Law, attorney Alexis Shimada has a unique understanding of the challenges that business owners face. As the owner of our firm, she is familiar with the day-to-day operations of businesses and what would happen in the event that no one was left to helm the business. You can trust that she will keep your best interests and the best interests of your business in mind throughout the process of establishing a comprehensive business transition plan as part of a larger estate plan or as a separate document.

The Complexities Involved In Business Succession Planning

Our attorneys can help you answer questions like:

  • Should your children, your spouse, a business partner or your employees inherit your business?
  • How will your trusts, insurance and operating agreements need to change to accommodate your wishes?
  • Are there extraneous considerations that will make your transition plan complicated?

Working with a team of your accountant and insurance representative, we can tailor an estate plan according to your family’s needs.

Get Started Constructing An Exit Strategy For Your Business

Whether you wish to transition the business during your lifetime or need to create a plan that helps in an unforeseen situation, our lawyer can help. Call our office at 503-863-2732 or use our online contact form to get in touch with us. We offer a free initial consultation to clients throughout the Portland area and throughout Oregon, including Beaverton and Salem, the communities where our offices are located.