Estate & Trust for Business Owners
Secure Your Legacy and Business with Tailored Estate Planning

We offers specialized estate and trust services for business owners, focusing on ensuring that both personal and business legacies are secured. Our services include estate and trust planning, business succession strategies, wealth transfer, and charitable gift planning. Tailored to individual needs, our legal solutions prioritize efficient tax strategies and continuity planning to safeguard assets and ensure a smooth transition of ownership, all backed by personal service and sophisticated legal team.

Plan Today, Secure Tomorrow 

Estate & Trust Solutions for Business Owners

Our attorneys will help you create an estate plan which enables you to leave your estate to those you choose.  By doing so, you can give certainty and peace of mind to your loved ones when you have passed away. You’ve worked all your adult life in order to provide for yourself and your family. 

Services Offered

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Estate and Trust Planning
Who do you want to inherit your estate when you die?  If minor children are involved, who should manage the inheritance for their benefit?  Are there charities or organizations to which you would like to leave gifts? If you have an existing estate plan, how long has it been since you reviewed it?  Are you certain that it reflects your current intentions? Are there tax savings or advantages available that your current plan doesn’t incorporate? Should your assets be placed in a revocable trust, instead of passing through probate?
Business Succession Planning
If you are a business owner, have you prepared an ownership succession plan?  If not, what happens to your business if you die or become disabled? Are there family members or employees who might want to acquire your company when you are ready to retire?  Surveys indicate that most business owners acknowledge the need for succession plans but don’t get around to preparing one. As a result, less than 10% of the family-owned businesses make it to the third generation.  We recommend planning at least five years in advance of a transition in order to maximize the odds of achieving a successful transition event.
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Wealth Transfer Planning
There are a variety of effective tax strategies to facilitate the transfer of wealth from one generation to the next, such as grantor retained annuity trusts (GRATs) and irrevocable life insurance trusts (ILITs). We can find one suited for your needs.

Need Customized Consultation?

Embark on your transition journey with confidence. Schedule a personalized consultation with one of our seasoned legal team at Rose Law Firm. During this session, we'll dive deep into your unique business landscape and personal goals to craft a strategy that's tailored just for you.

Meet Our Lawyers

Charlie
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Charlie Ford has an extensive legal career but limited specific involvement in mergers and acquisitions. His diverse experience includes stints as an Admiralty Lawyer, Corporate Counsel, and sole practitioner, engaging in various legal domains such as Trusts & Estate Litigation, Commercial Litigation, and more. While primarily focused on litigation and in-house counsel work for Oregon-based corporations, his role occasionally overlaps with business transitions planning and advising on corporate matters. Charlie's comprehensive legal background, bolstered by his earlier work in risk management and as a ship's officer, equips him with a unique, practical perspective on legal challenges, including those related to business transitions.
Adam Rose-1
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Adam Rose, the principal and founder of Rose Law Firm, P.C., has over 25 years of dedicated experience in handling complex corporate transactions with a special emphasis on mergers and acquisitions. His legal practice has been pivotal in guiding successful companies through intricate deals, particularly in Oregon, Washington, and California. With a deep understanding of corporate governance and fiduciary duties, Adam's focus extends to advising on ownership succession and ratifying defective corporate acts. His notable work history includes positions at Schwabe, Williamson & Wyatt PC and Stoll Berne, making him a recognized authority in the field, frequently invited to speak at national conferences.
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Dr. Jon Holloway is a paralegal at Rose Law Firm, specializing in transactional law since 2018. He holds music degrees from the University of Nevada, Reno, NYU, and UNLV, studying under esteemed instructors. Jon is renowned for his doctoral work on brass techniques and actively teaches horn. He performs as third horn with the Newport Symphony and has played with various orchestras across major venues like Carnegie Hall. Jon is a member of The International Horn Society and a Conn-Selmer Performing Artist.

 
 
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Selma Williams serves as a Senior Litigation Paralegal at Rose Law Firm, P.C., where she brings an extensive background with 28 years of experience in various legal fields such as Civil Rights, Employment, Business Disputes, and Probate Litigation. A graduate of Renton Technical College, Selma excels in Trials, Litigation Support, Legal Document Preparation, and Team Management. Her ability to master the complexities of human interactions, coupled with her unique blend of introverted and extroverted qualities, makes her an exceptional communicator and listener. Selma's comprehensive skill set and dedication to her craft have made her an invaluable asset to our team, providing meticulous support in managing complex legal cases and ensuring top-notch service to our clients.

Estate Planning for Entrepreneurs

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