Estate Planning for Investors

LLC Operating Agreement Review

Your operating agreement controls what happens to your LLC when you die or become incapacitated. Most generic agreements get this wrong.

Your LLC Agreement and Your Estate Plan Need to Work Together

Real estate investors in Georgia often have LLCs drafted by attorneys who do not specialize in estate planning. The result is an operating agreement that creates probate problems, blocks transfers to your trust, or leaves your successor manager without clear legal authority.

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1

A 15-Minute Call With Shawn

Tell us what is going on with your family. Shawn walks you through your options and what each one costs. Free.

2

Melissa Designs Your Plan

She builds your estate plan from scratch based on your specific assets and family. You get an exact quote before you commit to anything.

3

Review Every Document With Melissa

Before you sign, Melissa walks through every document with you in plain language. No legal jargon. No confusion about what you are signing.

4

Your Plan Is Complete

Melissa delivers your completed documents and explains exactly what your family needs to do. You leave knowing your plan is in place and your family is protected.

Melissa Breyer

Melissa Breyer

Georgia Estate Planning Attorney

Melissa Breyer is a Georgia estate planning attorney who works exclusively on trust-based estate planning and LLC formation. She personally designs every plan at The Hive Law and handles every client consultation herself. Every plan is built from scratch for your specific family, your specific assets, and your specific wishes.

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Frequently Asked Questions

Yes, but your operating agreement must allow it. Many generic agreements restrict transfers without unanimous member consent or require new membership certificates. We review your operating agreement and make sure the transfer is properly authorized before recording the assignment.

It should name a designated successor manager who takes over without court involvement, authorize transfers of membership interests to a revocable trust, and specify whether the LLC continues or winds down at a member’s death.

Not necessarily a new one — but almost certainly an amended one. We review what you have and redraft only the provisions that conflict with your trust structure. A full replacement is rarely required.

A designated successor manager is the person named in your operating agreement who automatically takes over LLC management if you die or become incapacitated. Without this designation, management authority may require a court proceeding to establish.

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