The Role of the Estate Planning Attorney in Exit Planning

03/10/2025 22 min Temporada 1 Episodio 4
The Role of the Estate Planning Attorney in Exit Planning

Listen "The Role of the Estate Planning Attorney in Exit Planning"

Episode Synopsis

In this episode of The Dominion Business Advisors Podcast, host Cameron Teich, a certified exit planning advisor, unpacks one of the most overlooked, yet essential roles in every successful business exit: the Estate Planning Attorney.Too often, estate planning is reduced to a last-minute will or a quick attempt to avoid probate. But for business owners, especially those whose companies make up 70–80% of their net worth, estate planning is not just about documents. It’s about discipleship, stewardship, and destiny. Without it, wealth can evaporate, families can fracture, and the legacy you’ve worked a lifetime to build can be lost in a single generation.Cameron walks through the four stages of the estate attorney’s impact:Before the exit – ensuring ownership is clean, trusts and structures are in place, and family governance is established.During the exit – protecting deal integrity, aligning tax and trust strategies, and safeguarding family unity under pressure.After the exit – funding trusts, managing distributions, and stewarding new wealth in a way that honors both God and family.Choosing the right attorney – what to look for in a values-aligned professional, and how attorneys themselves can recognize when clients need coordinated exit planning.You’ll also hear how Dominion Business Advisors partners with estate attorneys to bring clarity, confidence, and legacy to the entire process. Instead of siloed advice, Cameron shows what collaboration looks like when legal, tax, financial, and family considerations are pulled together into one unified plan.Whether you’re a business owner approaching transition or an advisor serving entrepreneurial families, this episode will reframe how you see estate planning, not as a box to check, but as a cornerstone of finishing well.Because passing on your business isn’t just about dollars, it’s about leaving a legacy that blesses beyond the bottom line.Visit DominionBusinessAdvisors.com to explore our tools, workshops, and value-building strategies. Connect with us on LinkedIn, X, or schedule a call to take the next step toward your exit strategy. Enjoying the podcast? Please follow, rate, and leave a review. Your feedback helps other business owners find the clarity and confidence they need to build lasting legacies.