Business Docs Must Match Your Estate Plan

Your operating agreement can override your will. Most business owners have no idea, and their families find out the hard way. If you own an LLC, a corporation, or a partnership stake, your business documents and your estate plan are either working together or working against each other. There is no in between. In this video, attorney Dominic Scheer of Scheer Legal breaks down why a beautifully drafted trust means nothing if your operating agreement says your interest can't transfer to it, and what actually happens to your company when the paperwork doesn't line up. You'll learn: Why your operating agreement or shareholder agreement can trump your will or trust when you die The transfer restriction trap: how a standard buy-sell clause can freeze your family out of the business you built for them What happens when your LLC interest was never actually titled into your trust (hint: probate, the thing you paid to avoid) How a mismatch can force a sale of your company at a price you never would have accepted The simple review that catches these problems while they're still cheap to fix Whether you run an HVAC company, a medical practice, a construction firm, or a one-person consulting shop, your business is probably your biggest asset. Make sure the documents that control it and the plan that passes it on are telling the same story. Scheer Legal, PLLC serves business owners and families throughout South Florida in estate planning, business law, and real estate. 📍 8201 Peters Road, Suite 1000, Plantation, FL 33324 📧 dom@scheerlegal.com Have a question about your own setup? Drop it in the comments or reach out for a consultation. Subscribe for more straight talk on protecting what you've built. This video is for general information only and is not legal advice. Watching it does not create an attorney-client relationship. #EstatePlanning #BusinessOwner #OperatingAgreement #SuccessionPlanning #FloridaAttorney #LLC #AssetProtection #BusinessLaw