A significant percentage of our clients at Certus Legal Group, Ltd. are business owning individuals and families. While there is a great variety of circumstances and challenges that business owners face, all must address issues attendant to their businesses’ ownership, management and control in the event of retirement, sale, incapacity or death. Moreover, there are asset protection and tax planning opportunities and challenges that require specific attention and expertise.

We incorporate sound business and tax planning into each estate plan we do for our business owning clients.  In addition, we assist such clients with the preparation and implementation of:

  • Buy-Sell Agreements
  • Trust Planning
  • Choice of Entity Planning
  • Asset Protection Planning
  • Executive Compensation Planning
  • Wealth Transfer Planning
  • General Business Advice