Lebanon & Mt. Juliet Succession Planning Attorneys 

Protecting Your Legacy with Clear Plans & Smart Strategies             

Succession planning determines how responsibility, authority, and ownership will be transferred when leadership changes. If you have spent years building a business, supporting a family, or establishing long-term stability, those transitions deserve careful legal planning. Without clear direction, the future of what you have built can be threatened by uncertainty, delay, or conflict.

At Vasek & Robbins, we work with individuals and business owners in Lebanon and Mt. Juliet to help preserve continuity. Our goal is to help you define who has authority, how decisions are made, and how ownership transitions occur, all in a way that reflects Tennessee law and your long-term goals.

Make sure your succession plan is defined and enforceable. Contact us online or call (615) 488-7949 today to schedule a consultation.

Why Work With Vasek & Robbins for Succession Planning

• Over 20 Years of Combined Experience: Our attorneys bring more than two decades of combined legal experience to succession planning matters involving business transitions, ownership changes, and long-term planning decisions.
• Deliberate Case Selection: We limit the number of matters we take on so succession planning receives the time and attention it requires. Your planning is not rushed or handled on a volume-based model.
• Direct Access to the Firm: Calls to our office are answered by real people. When questions arise, you are able to speak with someone familiar with your matter, not a third party or automated system.
• Consistency From Start to Finish: The attorneys involved in your planning remain engaged throughout the process. You are not passed between departments or disconnected from the people responsible for your plan.
• Clear Explanations Without Legal Jargon: Succession planning involves complex decisions. We explain options and implications in straightforward terms so you can make informed choices with confidence.
• We Remain Accessible: As your circumstances change, we remain available to review and update your succession plan so it continues to reflect your goals.

Legal Guidance Built Around Preserving What You’ve Built

Succession planning is often driven by a desire to protect what you have worked to create. That may be a business, family assets, or a structure that supports people who rely on you. Our role is to help turn that concern into clear, enforceable legal direction.

We begin by understanding what continuity looks like in your situation. For some, continuity means keeping a business operating smoothly through retirement or an unexpected absence. For others, it means ensuring authority transfers without confusion or delay. In many cases, it involves both operational stability and personal decision-making.

Our attorneys guide you through decisions affecting control, leadership, and ownership. We explain how Tennessee law applies to those issues and help you document your choices clearly, so the people stepping into new roles have defined authority and direction.

What Our Succession Lawyers Can Help You With

Succession planning often involves both personal and business considerations, especially for business owners and family-run operations. At Vasek & Robbins, we help you address these areas together so authority, ownership, and decision-making transitions remain clear under Tennessee law.

• Defining decision-making authority: Establishing who can act, manage, sign, or make decisions when leadership changes due to retirement, incapacity, or other transitions.
• Structuring ownership transfers: Planning how ownership interests transfer over time or at specific events, including retirement or death.
• Management buyouts and internal transfers: Structuring buy-sell agreements or other stock transfer arrangements that govern price determination, terms of sale, funding mechanisms, and timing when ownership shifts to partners or existing management.
• Sale of the business to employees: Planning partial or complete ownership transfers, including arrangements involving deferred compensation, staged buy-ins, or full stock sales.
• Coordinating personal and business documents: Aligning trusts, powers of attorney, and governing business agreements so they work together consistently
• Outside sale or planned exit: Preparing for the sale of the business to an outside buyer or for an orderly wind-down or closure, with ownership, authority, and transition steps clearly documented.
• Clarifying expectations for successors: Documenting roles and responsibilities for successors, partners, and family members involved in leadership or ownership transitions
• Addressing valuation and transfer terms: Establishing clear provisions for valuing and transferring business interests
• Planning for asset-specific transitions: Structuring transfers involving real property, equipment, intellectual property, contracts, or business goodwill
• Providing transition instructions: Documenting guidance that helps successors understand how authority and ownership shift when changes occur

Succession Planning for Retirement, Incapacity, & Unexpected Events

Succession planning applies to planned transitions and unforeseen circumstances alike. Many people begin planning while they are still actively involved in their businesses or family roles. Others seek guidance after a health event or life change highlights the need for clarity.

We help you plan for:

• Gradual transitions during retirement
• Temporary or permanent incapacity
• Unexpected absences that affect leadership or decision-making

When documents are prepared correctly, Tennessee law allows these transitions to occur without court involvement, which helps preserve stability during difficult periods. Our role is to help you understand your options, document your decisions, and ensure that authority and responsibility are clearly defined.

Types of Local Succession Planning Matters We Commonly Handle

At Vasek & Robbins, our succession planning work is grounded in the realities of how businesses and families operate in Wilson County. Across Lebanon and Mt. Juliet, succession planning commonly involves closely held businesses in manufacturing, logistics, construction, transportation, healthcare, education, retail, and professional services, as well as family-run operations. These matters typically require careful planning around assets, client relationships, management roles, and ownership interests so transitions can occur without disrupting continuity.

In many situations, succession planning also extends beyond a single business or event. We often help structure plans that account for overlapping personal and business responsibilities, multiple successors, or family dynamics that affect how authority and ownership shift over time, all within the framework of Tennessee law.

Start putting a clear succession plan in place. Contact us online or call (615) 488-7949 now to schedule a consultation.