Business Succession Planning

Protect What You’ve Built With A Comprehensive Transition Plan

Helping business owners in Southern California prepare confidently for the future

Answering Tough Questions to Secure Your Legacy

Business succession planning is an important component of estate planning for small business owners and family-run businesses in Orange County. Unfortunately, two-thirds of initial transfers fail when a business succession plan has not been put in place.

With Merhab Robinson & Clarkson on your team, you can protect your legacy and your successors with confidence. The MRC team has substantial business experience of our own and can help you customize your arrangements for the future and shield against uncertainty.

Further, MRC can coordinate your estate and financial plans with your business succession plan to ensure a smooth transition without any surprises.

Extremely Responsive to All My Questions

“I am a trust client of Paula and I cannot say enough positive things about her/their knowledge of trusts and estate planning. She has always been extremely responsive to my questions and concerns and educates me in the process. I have referred my son and a close friend to her, and they are also very pleased. I was referred to her by a friend in family law, and I remain impressed.”

– Anne B., Client

Ms. Robinson is an Excellent Attorney

“Ms. Robinson is an excellent attorney. She and her firm have represented our company as corporate counsel for over 30 years. I have worked with Marla for over 20 years, and she is extremely knowledgeable, articulate, responsive, helpful – the list goes on. She can form a corporation or LLC, write or revise a contract within minutes, and she’s a highly effective negotiator. She and her colleagues have seen us through countless corporate ventures, contract negotiations, employee matters, and more.”

– Aimee M., Client

Timely, Professional, and Reasonable

“Ms. Clarkson inherited me when my attorney left his practice to serve as a judge, so I was a bit apprehensive using this firm initially. But after my first visit, and every time since over the last few years, Ms. Clarkson and her staff have done everything I needed in a very timely, professional, and reasonable manner. I highly recommend this firm for your Estate planning.”

– T. Gibson, Client

Latest Blogs

Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners

If you and your partner choose not to marry, you must have an estate plan tailored to your individual situation. Without an estate plan, your partner generally has no legal authority to make decisions for you if you become injured or incapacitated (unable to manage your own affairs) or to inherit from you when you pass away.

June 1, 2026

Wondering Whether You Need to Update Your Estate Plan? You Do. Here Is Why.

Since creating your estate plan, have you thought about updating it? If you are like most people, probably not.

May 29, 2026

When Is an Estate Subject to State Death Taxes?

State-level estate and inheritance taxes (often referred to collectively as death taxes) can significantly impact how much ultimately passes to a person’s loved ones, making it essential to understand state death tax rules when creating a comprehensive estate plan.

May 22, 2026

Request A Meeting Today!

Connect with Merhab Robinson & Clarkson today for an assessment of your legal needs.

1551 N. Tustin Ave.
Suite # 650
Santa Ana, CA 92705

(714) 972-2333
Reach us by email