Michael Tease Law

207 North Jefferson Street
Athens, Alabama 35611

Services

Strategic Planning Session (Estate, Asset & Business Protection)

1 hr$200

This session is designed for individuals and families who are serious about protecting their assets, structuring their affairs properly, and planning for the realities of aging, transition, or business ownership.

During this 60-minute session, we will:
• Clarify your current situation and key risks
• Identify gaps in your estate or asset structure
• Discuss practical strategies tailored to your goals
• Outline a clear path forward

This is not a generic consultation. It is the first step in a structured advisory process.

My approach is built around developing a formal written legal opinion and strategic plan. This document outlines specific recommendations, structure, and next steps, and serves as the foundation for implementation.

Where appropriate, I will recommend proceeding to that next phase following our session.

If we are a good fit to work together, next steps will be discussed at the conclusion of the session.

Please note: This session is best suited for individuals with established assets, business interests, or planning needs beyond basic document preparation.