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Inland Empire Estate Planning Attorneys

Sandoval Legacy Group, a division of Holstrom, Block & Parke, a Professional Law Corporation

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Home » business succession

How to Protect Business Assets in Your Estate Plan

June 26, 2020business succession

Riverside asset protection lawyers

If you are one of the millions of Americans for whom owning a small business is part of the American dream, don’t forget to include that business in your comprehensive estate plan. After all, you undoubtedly invested a considerable amount of your time, energy, and resources into building your business.  The Riverside business succession  lawyers at Sandoval Legacy Group offer some common tips for how to protect your business assets in your estate plan. The Importance of Protecting Your Business … [Read more...] about How to Protect Business Assets in Your Estate Plan

Riverside Estate Planning Attorney Speaks at Business Owners Workshop

May 22, 2018business succession

trust administation lawyers

Only about one-third of small businesses successfully transition from the first generation to the second generation and virtually none transition from the second generation to the third generation. Why is that? That is one of the topics that tax and estate planning lawyer Dennis Sandoval will educating the attendees of the Riverside Business Owners Workshop on June 7, 2018 about. The workshop will be from 8:30 am to 3:00 pm at the Canyon Crest Country in Riverside. Dennis will be also speaking … [Read more...] about Riverside Estate Planning Attorney Speaks at Business Owners Workshop

Riverside Estate Planning Attorney Studies Business Succession Issues and Strategies

April 2, 2018business succession, Estate Planning, family owned business, Incapacity Planning, Trusts

Riverside estate planning attorney Dennis Sandoval will attend the Riverside County Estate Planning Council this week to hear Susan Rounds, Director of the Wealth Planning Group at Deutsche Bank Wealth Management - Americas, based in Los Angeles. Ms. Rounds talk will be on Successful Succession of the Privately Held Business and Wealth. The membership of the Estate Planning Council of Riverside County consists of attorneys, certified public accountants, certified financial planners, professional … [Read more...] about Riverside Estate Planning Attorney Studies Business Succession Issues and Strategies

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