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Providing Knowledgeable Legal Counsel to Business Owners


Business Estate Planning

Business Law

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41856 Ivy Street

Suite 207

Murrieta, CA 92562


Phone:  (951) 461-8878

Fax:  (951) 823-5715



Business Estate Planning Lawyer in Murrieta


Lockhart Law Firm provides experienced representation to Business Owners who want to establish a Business Succession Plan, thereby ensuring that their hard earned assets are protected in case of incapacitation or death. Our goal is to help clients minimize tax liability while maximizing the amount their heirs and beneficiaries will inherit.

Estate Planning is critical for any business owner. Drafting a comprehensive Estate Plan will ensure that your business assets will be distributed to your loved ones in the amount, time and circumstance of your choosing. Additionally, strategically drafted Irrevocable Trusts can provide protection of your assets against creditors and others who would seek to rob you of your wealth by filing frivolous law suits.

Contact Murrieta Business Estate Planning Attorney Samuel Lockhart today by calling (951) 461-8878 to make an appointment for an in-depth consultation with one of the region’s leading Estate Business Planning Lawyers.

Murrieta Business Estate Planning Attorney Samuel Lockhart

At Lockhart Law Firm, we are proud to offer highly personalized service and are dedicated to building long-lasting relationships with our business clients. All calls and emails will be responded to as quickly as possible, and you will always be kept updated regarding the status of your matter.

We provide knowledgeable and intelligent legal counsel to Business Owners in need of crafting a comprehensible and enforceable Estate Plan, and have extensive experience drafting the following:

  • Advance Health Care Directives
  • Asset Protection Plans
  • Business Succession Planning
  • Charitable Estate Planning
  • Children’s Trusts
  • Conservatorships
  • Durable Powers of Attorney
  • Dynasty Trusts
  • Family Limited Partnerships
  • Generation Skipping Trusts
  • Grantor Retained Interest Trusts
  • Health Care Powers of Attorney
  • Intentionally Defective Irrevocable Trusts
  • Irrevocable Life Insurance Trusts
  • Irrevocable Trusts
  • Protective Trusts
  • Qualified Personal Residence Trusts
  • Revocable Living Trusts
  • Revocable Trusts
  • Wills

In order to maximize protection, Estate Plans must be crafted early in the development and growth of your business, and should be updated on a regular basis to provide maximum protection for you and your family. Lockhart Law Firm provides sophisticated, creative estate planning services for businesses throughout the Murrieta Valley and all surrounding communities.

Attorney Samuel Lockhart will take the time to evaluate your estate as a whole, and listen carefully to your financial wishes and needs. Once he has obtained a clear understanding of your unique situation, Mr. Lockhart will assist you in devising an Estate Plan that will meet all of those needs.

Contact an Experienced Business Estate Planning Lawyer in Murrieta

If you are a looking for a Murrieta Business Lawyer who will listen to you and work diligently to preserve and protect your business assets for future generations, please call Attorney Samuel Lockhart at (951) 461-8878 to make an appointment for a consultation with a highly knowledgeable Business Estate Planning Lawyer.

We will happily answer all of your questions and help you determine how best to devise an enforceable Business Succession Plan as well as a comprehensive Estate Plan that will protect both you and your loved ones.

Mr. Lockhart has been successfully helping Business Owners plan for the unexpected for almost ten years, and wants to be your long-term Business Attorney. Call today for information about all of the services we offer!






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Disclaimer: The information contained herein is for information purposes only and should not be construed as legal advice. You should not act or fail to act based on the information on this website.

The content contains general information only, and may not reflect recent changes to the law.

All cases differ – please contact an attorney in your area to get legal advice as it pertains to your situation.