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Modern Office

Pacific Wealth Succession Plan

Pacific Wealth Succession Plan

A Pacific Wealth Succession Plan is a trust arrangement where business partners agree to transfer their portions of business shares to surviving partners in the event of each other’s death.

  • The business set-up will make a valuation and purchase life insurance policies on each partner’s life and assign the policies to Trustee absolutely

  • Each business partner will transfer his/ her shares to the Trustee

  • Trust administration will take effect upon the death of any partner (triggering event)

  • Trustee will receive the insurance proceeds and pay to deceased partner’s family and transfer his/ her shares to surviving partners.

  • ​Smooth transfer of deceased partner’s business interest to surviving partners

Click links for information on our Family Office Dynasty Perpetual Trust

Click tabs below for information on our current plans

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