BEYOND THE LOT (JULY 2025 EDITION) ESSENTIAL ESTATE PLANNING FOR AUTO DEALERSHIP OWNERS: An Updated Guide for 2025

For owners of auto dealerships, navigating the intricacies of estate planning and business succession planning can be challenging, but with our expertise, you can secure your business’s future and reduce complexities for your family and employees. We excel in crafting tailored strategies that safeguard your assets, minimize tax liabilities and ensure smooth transitions. Here’s how we can help:

Avoiding Probate Hassles and Delays

We provide expert guidance to help you avoid probate, ensuring that your assets are accessible to your family immediately upon your passing. Our strategic planning minimizes delays that can tie up your assets for months or years, while keeping your estate’s details private and out of public record. With our support, you can ease the burden on your family and streamline the distribution process.

Strategic Succession and Estate Tax Planning
Our team focuses on creating robust succession plans to effectuate a smooth transfer and to minimize or eliminate the impact of state and federal estate taxes using tools like family LLCs and revocable or irrevocable trusts. We help transfer ownership of your business out of your personal estate while maintaining your income and operational control. Whether you’re ready to retire or transitioning gradually, we ensure flexibility and seamless asset transfers that align with your long-term goals.

Comprehensive Professional Support
Every dealership faces unique challenges, and our experienced legal professionals are here to help. Our proactive approach means you can confidently navigate complexities and focus on success, knowing your estate planning and succession strategies are in capable hands. Let us partner with you to preserve your legacy and secure your dealership’s future.