Business Succession Planning

We collaborate with attorneys in the Business Services Practice Area to foster a smooth business succession between generations. Clients with family owned businesses, and family limited partnerships require estate plans with tax-efficient strategies for transferring ownership during life and at death. In this process, we seek to preserve harmonious family relationships.

If a client decides to sell his or her business, we consult with our Business Services attorneys to offer strategies to minimize income and estate taxes. Our aim is to protect the client’s goals while offering a sensible, equitable and tax-efficient succession plan.