Services

Business Succession Planning is the process of strategizing how to provide value to a business owner upon the owner’s exit or retirement from the business, while simultaneously providing the direction and structure needed to ensure that the business can continue to grow and thrive. It involves careful coordination between buyers and sellers, as well as family members when applicable, integrating tax considerations, payment options, establishing value, and a myriad of other dynamics that require experience and know-how.

Oak Canyon Law works with you to ensure careful consideration of all factors to provide you with the most effective and comprehensive succession plan. Unlike large firms that focus solely on the sale of the business, our focus is to ensure the transfer of the business is coordinated with the overall tax and estate planning goals of the business owner. We have the experience and knowledge necessary to maximize value to you and ensure the legacy of your business will continue on to future generations.

Taxes come in all shapes and sizes. Taxes are assessed on income, sales, property, capital gains, dividends, transfers of property, death and more. Taxes are collected on the federal, state, and local levels. Many taxes, however, are voluntary. Oak Canyon Law has an extensive background in tax law and our attorneys come from the premier tax law firms in the state. We take pride in working with your trusted advisors to create a “team approach” to provide you with the best ideas and strategies and to help you properly implement your plan to legally minimize your overall tax liability.

We also ensure that your tax strategies are completely integrated with your other estate planning goals to ensure that you can protect more wealth for your family, your causes, and your charities.

Estate planning is not just about creating a will or trust or transferring assets to your children. Estate planning is truly planning for your loved ones. It involves counseling with your spouse and family as well as trusted advisors to make sure that what you pass on is more than wealth or property. It is making sure that people have the direction they need to take care of you, when you need it most, providing stability and comfort to those you leave behind, avoiding contention that can destroy a close-knit family, and establishing a legacy of values and morals for future generations.

We at Oak Canyon Law dedicate ourselves to studying, creating, and implementing the most effective and sophisticated estate planning techniques that maximize wealth, minimize taxes, protect beneficiaries, plan for future generations, and memorialize values. We take the time to get to know you personally, to understand your questions and concerns, and then help you customize a unique estate plan specific to your family and circumstances.

Oak Canyon Law has the depth and experience in handling all forms of business transactions from proper business entity selection and formation, legal and regulatory compliance, contract preparation and review, risk management, and finally, structuring the business for sale or transition to the next generation. We also strategically integrate your business transactions with your other estate planning and family planning and goals to provide you with tax-effective transactions.

Real estate holdings represent a major part of the total overall assets and net worth for most individuals, families, and business owners. Whether you are looking to protect the family home, or have substantial rental holdings, we provide our clients with the strategies and services that help our clients avoid the pitfalls associated with real estate ownership and transactions; minimize liability, maximize tax advantages; and assure the bottom line profitability. Oak Canyon Law understands that, for many, their real estate is their retirement nest egg. We, therefore, integrate your real estate transactions with your other estate planning goals and strategies to provide even more value to you and your family.

Dealing with the time constraints and pressures of administering an estate while mourning the loss of a loved one can be a daunting and undesirable task. Oak Canyon Law has the expertise, knowledge, and experience to help you through the trust or probate administration process and make sure that you are protected as the personal representative or trustee. We will provide you with the counsel and services you need from the first day through final distribution and settlement of the estate. We have extensive experience with preparing gift and estate tax returns, probate administration, related accounting issues, preparing trust asset allocations and distributions, and annual maintenance of ongoing trusts. Our main goal is to allow you to be with your family, while minimizing your liability exposure as you administer the estate.

Unfortunately, there are times when there is a lack of estate planning or the planning goes awry. Oak Canyon Law is ready to provide you with a knowledgeable and experienced representation that asserts and protects your rights. Our ultimate goal is to protect your interests in the estate. We deeply appreciate that often the best result for you and your family is an early resolution or settlement. Direct litigation in conflict with family can be extremely emotional and draining. It is our main goal to protect your rights while achieving resolution with the least damage to your familial relationships as possible.