Where the business meets the estate plan.
For most owners the business is the largest asset — and the one a standard estate plan handles worst. LexRoute connects you with counsel who bring the two together. Reviewed first by Hull & Chandler, P.A.
Your biggest asset deserves its own plan.
When a closely held business is the centerpiece of an estate, generic planning falls short. The business needs to be valued, its transfer coordinated with buy-sell terms, and liquidity found to cover any transfer tax — all without disrupting operations or family relationships.
LexRoute connects you with counsel who plan at the intersection of the business and the personal estate, so the value you built transfers cleanly. This route pulls your business and estate documents into one coherent plan.
Coordinating two plans into one.
Business-owner planning aligns transactional and estate tools that are too often handled separately.
Business & estate alignment
Making sure company documents and the estate plan agree.
Buy-sell integration
Coordinating buy-sell terms with the transfer strategy.
Valuation & discounts
Supportable valuations, including applicable transfer discounts.
Liquidity for taxes
Planning so heirs aren't forced to sell to pay the tax.
Trusts for owners
Trust structures suited to holding business interests.
Succession alignment
Tying the estate plan to the business succession plan.
Both sides of the ledger, together.
This work needs counsel comfortable with business and estate planning at once. LexRoute routes it to firms that do exactly that.
“Don’t pay extra for the name at the top of the bill.”
- AValue it wellA defensible valuation the plan can rely on.
- BPlan the liquidityCover the tax without a forced sale.
- CAlign everythingBusiness, succession, and estate documents in agreement.
Talk to us about your matter.
Book a confidential consultation. Hull & Chandler, P.A. reviews every request first, and may offer to represent you directly when the work is within the firm's capabilities.
- 01A short intake to understand your matter and goals.
- 02Review by Hull & Chandler, P.A. to confirm the matter is a fit.
- 03Your consultation — in person, by phone, or by video.
Prefer to reach us directly? Email nmhull@lawyercarolina.com or call 704.375.8488.
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Bring your business into the plan.
Let's coordinate your company and your estate so your largest asset transfers the way you intend.