Business Succession Planning

Attorneys in the Group regularly represent owners of family and closely-held businesses in all aspects of business succession planning with the overriding goals of minimizing income and estate taxes and maintaining long-term harmonious relationships among family members and key non-family employees. Our work in this area includes:

  • Tax planning
  • Lifetime gift planning
  • Shareholder and buy/sell agreements
  • Ownership transfers
  • Wealth transfers
  • Dispositions
  • Transition strategies
  • Arrangements for non-employee owners