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Succession planning is a topic that is much larger than estate planning.
It is a topic that applies to those of you who own, all of, or a large part of a business. It covers exiting the business, either intentionally or accidentally in a manner such that the value that has been created in the business is not dissipated away or given to those not so designated by the owner. Listed below at the bullets are various issues that need to be addressed in any succession plan. A review of these bullets should indicate that a succession plan is more than a will and simple inter vivos trust. It should also involve documents at the business as well as documents for an estate plan.