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

Have a Harmonious Family that Does Not Fight? You Still Need an Estate Plan

When everyone is alive and happy, it is easy to think that nothing will break a family apart. Many people think that since everyone gets along, estate planning is unnecessary because everyone will look out for one another and do only what is fair. However, having a properly prepared estate plan is crucial. Failing to plan not only takes all the control out of your hands but can also leave hurt feelings and possible confusion over your true wishes. This confusion may force family members to pursue the only source available to resolve the misunderstanding: probate court.

May 23, 2025

Should I Include My Unborn Child in My Estate Plan?

Is there such a thing as being too prepared? If you do not have children at your death and your estate plan references a child who exists only in theory, it can present unnecessary complications.

May 21, 2025

Is It Time for an Annual Planning Retreat?

By reflecting on your successes and failures from the past year and your priorities moving forward, you can bring more intentionality to your life and make conscious choices, including estate planning decisions, that align with what truly matters to you—not just now, but in the long run.

May 12, 2025

Request A Meeting Today!

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

1551 N. Tustin Ave.
Suite # 1020
Santa Ana, CA 92705

(714) 972-2333
receptionist@mrclawcorp.com