As you may already know, Schlau|Rogers has opened its doors as southern California's premiere boutique California trusts and estates law firm serving Orange, San Diego, Riverside and Los Angeles counties. While we continue to focus a great deal of our practice on trusts and estates, we have found the best way to serve our clients and build lasting relationships is to put our business law acumen to work and incorporate a business planning practice into Schlau|Rogers. So, we've done just that.

Now, at Schlau|Rogers, businesses can reach their goals, all while minimizing headaches and risk, and maximizing peace of mind. Our business planning practice is a natural corollary to our already thriving trusts and estate practice as, more and more, we see that our clients are in fact business owners. For you, this means your business law needs are in good hands at Schlau|Rogers.

Just as estate planning can protect your hard-earned personal assets, proper business planning can make or break your personal business. At Schlau|Rogers, our streamlined approach brings the same individually-tailored guidance you will see in our estate planning practice to business planning.

This means we will guide you from the outset, helping you form your company, whether it’s an LLC, partnership or corporation, and work with the proper state entities to ensure your company is registered and ready for action. Included in this process is specific guidance as to which particular formation will work best for your personal business. Perhaps most importantly, we will counsel you on proper separation of personal and business liabilities to ensure a failed business does not lead to personal failure. With this separation comes federal and state tax implications, which we will also cover.

Our new, yet robust business planning practice will allow you to smoothly move through formation and into operations where we can also offer guidance. Our client maintenance program includes ongoing guidance, service and support. to ensure your company meets minimum annual compliance standards, as well as an annual business law audit, and regular coordination with personal advisors.

Our business planning practice includes:

  • Independent Contractor Agreement
  • Employment Agreement
  • Employee Handbook
  • Employee Counseling Statement
  • Performance Review and Planning Form
  • Deferred Compensation Agreement
  • Non-Disclosure, Non-Competition, Non-Solicitation Agreement
  • Equipment Lease Agreement
  • Simplified Commercial Lease
  • Consulting Agreement
  • Indemnification Agreement
  • LLC Formation
  • LLC Operating Agreements and Executive Summaries
  • Partnership Formation (Certificate of Partnership)
  • General Partnership Agreement
  • Limited Partnership Formation (Certificate of Limited Partnership)
  • Limited Partnership Agreement
  • For Profit Corporate Formation (Articles of Incorporation)
  • Agreement to Form Corporation
  • Corporation Bylaws
  • Non-Profit Corporate Formation Document
  • Meetings, Minutes, and Resolutions


Smarter business and estate planning means less to worry about.

Don't forget to enroll in our Client Maintenance Program, which includes ongoing guidance, service and support to ensure your company meets minimum annual compliance standards. We'll also perform an annual business law audit, and regularly coordinate with your personal advisors just as we do in our estate planning practice. For more information about our process, including our Client Maintenance Program, get in touch with us here.


Free Consultation

Schedule a meeting with our team at no cost to you. We'll go over the current state of your planning documents and discuss overall goals. If you'd like to move forward with Schlau|Rogers, you'll begin by completing a client details form, which will expedite the Design Meeting.



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Phone: (949) 873-0662

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