Case Studies/Real Estate Investor
Business & EstateReal Estate Investor

Samantha — Small Business Owner & Real Estate Investor

A business owner protects her assets and plans for business continuity.

Samantha owns several rental properties and runs a small business, and she's worked hard to build both. If something ever happened to her, she wants to make sure her assets would be protected and her business could continue without chaos. She has employees, tenants, and family to consider.

For someone in Samantha's position, structuring real estate and business interests through LLCs can add a layer of liability protection. Placing those LLCs under a revocable living trust helps avoid probate and keep everything organized.

Her trust also includes succession planning language (instructions for who takes over, how, and when) so that her business won't be left in limbo.

By coordinating her estate plan with her business and investment strategy, Samantha put safeguards in place to protect her life's work and provide stability for the people in her life.

Ready to protect what matters most?

Every situation is unique. Let's discuss your specific needs and create a plan that works for you.

Key Takeaways

  • LLCs for liability protection of real estate and business
  • Revocable living trust to organize and avoid probate
  • Business succession planning provisions
  • Coordinated estate and business strategy

Next steps

If you're ready to stop Googling your way through important legal decisions, let's talk. You can call, text, or book online. Whatever's easiest for you.

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Don't just take my word for it. Hear from our clients who have experienced the Gardner Law difference first-hand.

34+ five-star reviews

If you are thinking about the future and have questions about planning your estate I encourage you to reach out to Jordan @ Gardner Law. Jordan is a respectable educated Estate Attorney. I found Jordan to be very helpful with ideas and suggestions.

JJ

Janette Jones

3 weeks ago

Jordan Gardner was the perfect Estate planner for us. He first listened, and then had various legal ideas and suggestions. It wasn't all about money, but what was best for us and our family. How to best set up a trust to make it easy for our family.

DJ

Dennis Judd

a month ago

Jordan helped with critical financial and estate planning decisions - setting up a trust, creating a will, powers of attorney, and living wills. He did an excellent job. He was knowledgeable, engaged, responsive, and very helpful.

GC

Glenn C

3 weeks ago

My husband and I used Jordan Gardner to update our trust and get our estate planning in order. From the very first visit till the final trust, Mr. Gardner gave us lots of ideas and walked us through with ease a very important part of our lives.

MW

Mary Walker

7 months ago

We are so thankful for Jordan. He has been helping us navigate a complicated family matter with so much care and professionalism. He also made sure our trust and Will were completed right before we left the country, even arranging a special signing session.

JG

Jenny Garcia

3 months ago

I definitely recommend working with Jordan! After getting by with a fill-in-the-blank style Living Will from an EAP, I decided to get a little extra peace of mind by working with an attorney for a Living Trust and Will. The process was smooth and professional.

AT

Amber Tamez

4 months ago

Mr Gardner was exceptional. We came to him with very specific estate planning needs, and he went above and beyond to ensure every detail was thoughtfully addressed. His expertise, patience, and genuine care made the entire process comfortable.

DJ

Denise Johnson

4 months ago

Jordan helped my wife and I set up a living trust, and the whole process was much easier than we expected. He was extremely knowledgeable, explained everything clearly, and made sure we felt comfortable every step of the way. It was smooth and efficient.

IR

Ian Romero

6 months ago

We've been meaning to create a will and trust for ten years - and finally got it done with Jordan. He made everything easy, clear and understandable. He also checked in with us and helped us stay focused and get it done. Highly recommend!

MP

Michelle Puccinelli

4 months ago

Jordan was extremely helpful during the process of setting up my trust. We had several meetings to discuss my wishes. Even met with my daughters to make sure they understood the process. I highly recommend him.

EH

Ellen Harris

5 months ago

Jordan did a great job of helping me set up a living trust. He was thorough and explained everything in a way I could understand. He even helped me with some follow up questions and I really appreciated that!

MB

Marva Booth

2 months ago

We recently had Jordan with Gardner Law help us set up our estate and trust. After 43 years of marriage there were a few important things to consider to ensure the best for our children and grandchildren in the future. He was very thorough.

WH

Wanita Hutchison

8 months ago

If you are thinking about the future and have questions about planning your estate I encourage you to reach out to Jordan @ Gardner Law. Jordan is a respectable educated Estate Attorney. I found Jordan to be very helpful with ideas and suggestions.

JJ

Janette Jones

3 weeks ago

Jordan Gardner was the perfect Estate planner for us. He first listened, and then had various legal ideas and suggestions. It wasn't all about money, but what was best for us and our family. How to best set up a trust to make it easy for our family.

DJ

Dennis Judd

a month ago

Jordan helped with critical financial and estate planning decisions - setting up a trust, creating a will, powers of attorney, and living wills. He did an excellent job. He was knowledgeable, engaged, responsive, and very helpful.

GC

Glenn C

3 weeks ago

My husband and I used Jordan Gardner to update our trust and get our estate planning in order. From the very first visit till the final trust, Mr. Gardner gave us lots of ideas and walked us through with ease a very important part of our lives.

MW

Mary Walker

7 months ago

We are so thankful for Jordan. He has been helping us navigate a complicated family matter with so much care and professionalism. He also made sure our trust and Will were completed right before we left the country, even arranging a special signing session.

JG

Jenny Garcia

3 months ago

I definitely recommend working with Jordan! After getting by with a fill-in-the-blank style Living Will from an EAP, I decided to get a little extra peace of mind by working with an attorney for a Living Trust and Will. The process was smooth and professional.

AT

Amber Tamez

4 months ago

Mr Gardner was exceptional. We came to him with very specific estate planning needs, and he went above and beyond to ensure every detail was thoughtfully addressed. His expertise, patience, and genuine care made the entire process comfortable.

DJ

Denise Johnson

4 months ago

Jordan helped my wife and I set up a living trust, and the whole process was much easier than we expected. He was extremely knowledgeable, explained everything clearly, and made sure we felt comfortable every step of the way. It was smooth and efficient.

IR

Ian Romero

6 months ago

We've been meaning to create a will and trust for ten years - and finally got it done with Jordan. He made everything easy, clear and understandable. He also checked in with us and helped us stay focused and get it done. Highly recommend!

MP

Michelle Puccinelli

4 months ago

Jordan was extremely helpful during the process of setting up my trust. We had several meetings to discuss my wishes. Even met with my daughters to make sure they understood the process. I highly recommend him.

EH

Ellen Harris

5 months ago

Jordan did a great job of helping me set up a living trust. He was thorough and explained everything in a way I could understand. He even helped me with some follow up questions and I really appreciated that!

MB

Marva Booth

2 months ago

We recently had Jordan with Gardner Law help us set up our estate and trust. After 43 years of marriage there were a few important things to consider to ensure the best for our children and grandchildren in the future. He was very thorough.

WH

Wanita Hutchison

8 months ago

If you are thinking about the future and have questions about planning your estate I encourage you to reach out to Jordan @ Gardner Law. Jordan is a respectable educated Estate Attorney. I found Jordan to be very helpful with ideas and suggestions.

JJ

Janette Jones

3 weeks ago

Jordan Gardner was the perfect Estate planner for us. He first listened, and then had various legal ideas and suggestions. It wasn't all about money, but what was best for us and our family. How to best set up a trust to make it easy for our family.

DJ

Dennis Judd

a month ago

Jordan helped with critical financial and estate planning decisions - setting up a trust, creating a will, powers of attorney, and living wills. He did an excellent job. He was knowledgeable, engaged, responsive, and very helpful.

GC

Glenn C

3 weeks ago

My husband and I used Jordan Gardner to update our trust and get our estate planning in order. From the very first visit till the final trust, Mr. Gardner gave us lots of ideas and walked us through with ease a very important part of our lives.

MW

Mary Walker

7 months ago

We are so thankful for Jordan. He has been helping us navigate a complicated family matter with so much care and professionalism. He also made sure our trust and Will were completed right before we left the country, even arranging a special signing session.

JG

Jenny Garcia

3 months ago

I definitely recommend working with Jordan! After getting by with a fill-in-the-blank style Living Will from an EAP, I decided to get a little extra peace of mind by working with an attorney for a Living Trust and Will. The process was smooth and professional.

AT

Amber Tamez

4 months ago

Mr Gardner was exceptional. We came to him with very specific estate planning needs, and he went above and beyond to ensure every detail was thoughtfully addressed. His expertise, patience, and genuine care made the entire process comfortable.

DJ

Denise Johnson

4 months ago

Jordan helped my wife and I set up a living trust, and the whole process was much easier than we expected. He was extremely knowledgeable, explained everything clearly, and made sure we felt comfortable every step of the way. It was smooth and efficient.

IR

Ian Romero

6 months ago

We've been meaning to create a will and trust for ten years - and finally got it done with Jordan. He made everything easy, clear and understandable. He also checked in with us and helped us stay focused and get it done. Highly recommend!

MP

Michelle Puccinelli

4 months ago

Jordan was extremely helpful during the process of setting up my trust. We had several meetings to discuss my wishes. Even met with my daughters to make sure they understood the process. I highly recommend him.

EH

Ellen Harris

5 months ago

Jordan did a great job of helping me set up a living trust. He was thorough and explained everything in a way I could understand. He even helped me with some follow up questions and I really appreciated that!

MB

Marva Booth

2 months ago

We recently had Jordan with Gardner Law help us set up our estate and trust. After 43 years of marriage there were a few important things to consider to ensure the best for our children and grandchildren in the future. He was very thorough.

WH

Wanita Hutchison

8 months ago

If you are thinking about the future and have questions about planning your estate I encourage you to reach out to Jordan @ Gardner Law. Jordan is a respectable educated Estate Attorney. I found Jordan to be very helpful with ideas and suggestions.

JJ

Janette Jones

3 weeks ago

Jordan Gardner was the perfect Estate planner for us. He first listened, and then had various legal ideas and suggestions. It wasn't all about money, but what was best for us and our family. How to best set up a trust to make it easy for our family.

DJ

Dennis Judd

a month ago

Jordan helped with critical financial and estate planning decisions - setting up a trust, creating a will, powers of attorney, and living wills. He did an excellent job. He was knowledgeable, engaged, responsive, and very helpful.

GC

Glenn C

3 weeks ago

My husband and I used Jordan Gardner to update our trust and get our estate planning in order. From the very first visit till the final trust, Mr. Gardner gave us lots of ideas and walked us through with ease a very important part of our lives.

MW

Mary Walker

7 months ago

We are so thankful for Jordan. He has been helping us navigate a complicated family matter with so much care and professionalism. He also made sure our trust and Will were completed right before we left the country, even arranging a special signing session.

JG

Jenny Garcia

3 months ago

I definitely recommend working with Jordan! After getting by with a fill-in-the-blank style Living Will from an EAP, I decided to get a little extra peace of mind by working with an attorney for a Living Trust and Will. The process was smooth and professional.

AT

Amber Tamez

4 months ago

Mr Gardner was exceptional. We came to him with very specific estate planning needs, and he went above and beyond to ensure every detail was thoughtfully addressed. His expertise, patience, and genuine care made the entire process comfortable.

DJ

Denise Johnson

4 months ago

Jordan helped my wife and I set up a living trust, and the whole process was much easier than we expected. He was extremely knowledgeable, explained everything clearly, and made sure we felt comfortable every step of the way. It was smooth and efficient.

IR

Ian Romero

6 months ago

We've been meaning to create a will and trust for ten years - and finally got it done with Jordan. He made everything easy, clear and understandable. He also checked in with us and helped us stay focused and get it done. Highly recommend!

MP

Michelle Puccinelli

4 months ago

Jordan was extremely helpful during the process of setting up my trust. We had several meetings to discuss my wishes. Even met with my daughters to make sure they understood the process. I highly recommend him.

EH

Ellen Harris

5 months ago

Jordan did a great job of helping me set up a living trust. He was thorough and explained everything in a way I could understand. He even helped me with some follow up questions and I really appreciated that!

MB

Marva Booth

2 months ago

We recently had Jordan with Gardner Law help us set up our estate and trust. After 43 years of marriage there were a few important things to consider to ensure the best for our children and grandchildren in the future. He was very thorough.

WH

Wanita Hutchison

8 months ago