• Family-owned businesses
  • Closely held businesses


  • Energy
  • Manufacturing
  • Transportations & Logistics
  • Distribution
  • Service
  • Technology

Estate Planning for Business Owners

Protecting your lifetime of accomplishments with an up-to-date estate plan is vital.  As the owner of a privately held business, your estate planning needs to extend beyond wills, living trusts and other common documents such as health care directives.  Estate planning for business owners typically considers business assets, business ownership, management succession, creative real estate strategies and other techniques suggested by the assets and the situation. No matter your current business stage, age or marital status, seeking expert legal advice will benefit you and those you love.

“Just thirty percent of family businesses survive to the second generation, only twelve percent to the third, and only three percent to the fourth. Proper planning can beat the odds.

Aaron Ball

Client Testimonials

“I have worked with Aaron several years when he was General Counsel of Energistics and I have always appreciated his dedication. He is knowledgeable, articulate, engaged and was very helpful finding ways for this non for profit organisation to progress.”

Philippe Malzac

Former member of the Board of Directors, Energistics Consortium, Inc., Retired Senior Executive at Total (Paris)

“I have worked with Aaron on various projects over the last few years. He is extremely knowledgeable and passionate about Energy Policy and how it affects the Oil and Gas Industry. He is a true professional and I hope to work with him again.”

Beverly Jernigan

BPR Public Relations

“Aaron is an extremely knowledgeable, thoughtful, articulate and hard-working attorney, who can be trusted to fully address a client’s need with a broad range of experience in corporate transactions.”

Matt Moscicki
Shareholder & Director

Conley Rose, P.C., an intellectual property law firm

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