Succession Planning, Trusts, & Estates
Snapshot
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- Business succession & transition planning
- Buy-sell agreements & buyout funding
- Wills, living trusts & asset transfer trusts
- Family business governance & voting agreements
- Mineral, royalty & energy interest transfers
- Entity structuring for wealth preservation
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- Founders, business owners & partners
- Multigenerational family businesses
- Families holding energy, mineral or real estate assets
- Owners preparing for retirement or third-party sale
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- Business succession and estate planning handled together
- Oil and gas title knowledge applied to mineral and royalty interests
- Coordination with CPAs and financial advisors
- Dynamic plans reviewed at major growth and capital events
Plan the handoff before you need it.
For founders and owners of privately held and family businesses, high-net-worth individuals, executive partners, and families who hold mineral, royalty or real estate interests.
How do we help owners pass on what they’ve built—on their terms?
For most business owners, the business is the largest asset they own and the hardest one to transfer. Without a plan, a death, disability or disagreement can leave the company without clear leadership and the family without clear answers. FH plans the transition of the business and the owner’s estate together, because each one shapes the other.
Succession that starts with the business
- Buy-sell agreements and funding strategies
- Transfers to family members, management or outside buyers
- Leadership and management transition planning
- Coordination with valuation professionals
- Employee ownership structures
Estate plans built around business interests
We prepare wills, trusts, powers of attorney and the entity structures that hold and transfer business interests. We work alongside your CPA and financial advisors, so the legal plan matches the tax and financial plan.
Mineral and royalty interests
Mineral and royalty interests that pass through an estate without proper planning can create title problems for heirs decades later. Feighny Hartle’s oil and gas title attorneys see those problems every day. We bring that knowledge to estate plans for families who own energy interests, so the interests pass cleanly.
Keeping the family business a business
Family businesses face a particular risk: disputes between heirs, between active and inactive owners, or between generations. We draft family ownership agreements and governance structures that set expectations before they become disagreements.
A plan that keeps pace with the business
A plan written for today’s business may not fit tomorrow’s. We revisit succession and estate plans when the business grows, takes on investors, adds owners or prepares for sale.
“You’d be surprised how often I get a call because a client’s business partner has died suddenly. It’s not the pleasant part of planning a business, but it’s probably one of the most important. The owners who planned for it have a path forward. The ones who didn’t are making hard decisions at the worst possible time.”
