Succession Planning

Succession Planning Attorneys in Texas

Secure Your Legacy with Expert Succession Planning
Succession planning is essential for ensuring a smooth transition of your business or estate to the next generation. At Wadler, Perches, Kerlick, we help individuals and business owners create customized plans to protect their assets, and establish clear directives for the future. With decades of experience, our attorneys provide the guidance you need to make confident decisions about your legacy.

Why Succession Planning Is Important

Preserve Family Harmony: Clear succession plans prevent disputes among family members or business partners.
Ensure Business Continuity: Succession plans provide stability, maintaining operations during leadership transitions.

Our Succession Planning Services

Business Succession Planning

We work with business owners to establish plans for transferring ownership or leadership.

Whether you’re adding a partner, selling to a partner, or transitioning to an outside buyer, we craft agreements to ensure continuity and protect your business’s future.

Drafting buy-sell agreements
Structuring ownership transfers
Tax-efficient strategies for business transitions

Estate Succession Planning

Our attorneys help individuals and families create comprehensive estate plans to protect their assets and ensure their wishes are followed.

Drafting wills and trusts
Establishing powers of attorney
Planning for healthcare directives

Family-Owned Businesses

Succession planning for family businesses requires careful balancing of personal and professional relationships. We address issues such as:

Equitable distribution of ownership
Leadership development for the next generation
Contingency plans for unexpected events

Frequently Asked Questions

What is succession planning?
Succession planning involves creating a legal strategy for transferring ownership of your business or assets to heirs, family members, or successors, ensuring a smooth transition.

When should I start succession planning?
The earlier, the better. Starting the process well in advance allows time to identify successors, prepare documents, and address tax implications.

Do I need an attorney for succession planning?
Yes, an attorney ensures your plan complies with Texas laws, protects your interests, and minimizes risks or disputes during the transition.

Succession and Estate Planning in Texas

What Happens to Your House When You Die?

Do You Need a Will in Texas

Contact Us

Call or text us at 979-532-3871 or complete our online contact form to schedule a consultation. With offices in Wharton, Fulshear, Richmond, and Bay City, we proudly serve clients across Southeast Texas.

Appointments are available in-person, online, or by phone.

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Your Choice of a Lawyer Makes a Difference

Wadler, Perches, Kerlick Offers You Large Law Firm Experience Combined with Small-Town Texas Values

Our Locations

29818 FM 1093 Suite 206, Fulshear, TX 77441

101 West Burleson St. Wharton, TX 77488

710 Main St. Richmond, TX 77469

2233 Ave G Bay City, TX 77414

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By visiting this website, I understand that contacting Wadler, Perches, Kerlick or any of its attorneys by any of the methods listed on this website does not create an attorney-client relationship. The attorney-client relationship is formed only when you and Wadler, Perches, Kerlick have expressly agreed to an engagement in writing. Information conveyed to WPK Law via the Internet may not be secure and information conveyed prior to establishing an attorney-client relationship may not be privileged or confidential.