280 E. Thousand Oaks Blvd.
Suite A
Thousand Oaks, CA 91360
tel: 805-495-3444
fax: 805-371-4504
Business Planning PDF Print E-mail

Selection of the proper business entity can provide benefits both during your lifetime and upon your passing. From liability protection during operation of your business, to use as a wealth transfer vehicle, the proper business entity can serve many purposes. However, selection of the legal entity is critical, and many factors need to be analyzed. We will guide you to ensure proper selection of your entity as well as the ongoing maintainence of such.

We specialize in forming such entities as:
  • Corporations
  • Partnerships
  • Limited Liability Companies (LLCs)
  • Family Limited Partnerships
  • Private Family Foundations

Additionally, we can provide guidance with business related agreements and contracts, including, but not limited to:
  • Transfer of Family Business to Next Generation Tax Free 
  • Buy/Sell Agreements
  • Split Dollar Agreements
  • Business Agreements
  • Employment Contracts

If you have any questions, or you aren't sure if we handle something you need assistance with, please do not hesitate to Contact Us.